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Commerce Bank Senior Trust Securities Specialist in Kansas City, Missouri

About Working at Commerce

Wouldn’t it be great to build your career at a bank that’s known for helping people with their financial challenges? That’s exactly what you’d be doing when you join the team at Commerce Bank. We’re looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You’d be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.

No wonder we’ve been an industry leader for over 150 years and have developed a reputation as a great place to work in the financial services world. If you’d like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We’re always looking for the best and brightest.

About This Job

Receive and process statements related to Alternative Assets held within Trust client accounts including but not limited to processing cash movement on Capital Calls, Distributions, and new account purchases. Balancing end of month statements to Trust accounts and making appropriate adjustments on the accounting system. Responsible for all functions related to functional desk within Securities Processing area.

Essential Functions

  • Receive and process statements related to Alternative Assets held within Trust client accounts including but not limited to processing cash movement on Capital Calls, Distributions and new account purchases.

  • Balancing end of month statements to Trust accounts and making appropriate adjustments on the accounting system.

  • Responsible for all functions related to functional desk within Securities Processing area.

  • Ensure all tasks within the specific job functions are processed timely and accurately

  • Reconcile daily activity and monitoring reconciliation reports to clear out of balances within SLA guidelines.

  • Identify areas of efficiency/automation within daily processes to ensure a scalable solution for our clients

  • Perform back-up responsibilities for the other desks in the Securities Processing area

  • Perform other duties as assigned

Work Schedule

  • Monday - Friday,, 8:00am-5:00pm

Knowledge Skills & Abilities Required

  • Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

  • Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills

  • Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

  • Moderate level proficiency with Microsoft Word, Excel and Outlook

Education & Experience

  • Associate degree or equivalent combination of education and experience preferred

  • 2- Years Trust, securities processing, or financial services experience preferred

Location: 811 Main St, Kansas City, Missouri 64105

Time Type:

Full time

Commerce Bank has been awarded numerous awards for our company culture. We have been included on distinguished lists such as Forbes’ Best Midsized Employers, Forbes’ Best Employers for Women, and Korn Ferry’s Engaged Performance Award. You’ll see the difference for yourself when you join the team.

Why Commerce? (https://www.commercebank.com/careers/about-commerce)

Inclusion and Diversity at Commerce

How to Join Our Team (https://www.commercebank.com/careers/how-to-join-our-team)

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    Equal Opportunity Employer

Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, gender, gender identity, gender expression, veteran status, disability status, or any other applicable characteristics protected by law.

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