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
This position supports a team of Private Client Advisors within the Commerce Trust Company by providing a high level of administrative client service and support. Assistance with all aspects of account administration, cash management, security movement, and discretionary actions within fiduciary engagements, coordination of documents needed for tax preparation, and client satisfaction and retention.
Work cooperatively with assigned Private Client Advisor's (PCA's) by providing administrative support in the opening, administration, and closing of fiduciary, agency, and custodial accounts.
Deliver superior service to our clients and their external professionals.
Resolve operational issues by working with internal partners.
Assist PCA's in handling cash receipts and disbursements for accounts.
Prepare new account paperwork and obtain other documentation necessary to establish various account types as well as coordinate and track the opening process with internal partners
Access and update information on trust accounting platform.
Input and maintain customer information in client relationship management system
Coordinate account termination (i.e.: circulate necessary notices, value assets, prepare distribution schedule and coordinate transfer of assets).
Address customer phone and email inquiries.
Prepare documents to be filed in the administrative, investment and vault files.
Prepare various administrative presentations, reports, memos and letters as requested.
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Professional presence and approach
Desire to exceed client expectations
Demonstrated superior customer contact skills required
Ability and confidence to work independently
Knowledge of Wealth Management services and products; specific knowledge of Trust and retail services a plus
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
Basic level proficiency with Microsoft Word, Excel and Outlook
Education & Experience
Location: 401 Main Street, PEORIA, Illinois 61602