Our mission is to create exceptional experiences for our customers that help them achieve their dreams, and we seek extraordinary individuals with the talent and passion to help us bring those dreams to life. Are you looking for a fulfilling career with a dynamic company culture, growth opportunities, and the chance to make a real impact? At North American Savings Bank (NASB), we pride ourselves on delivering top-notch customer service and financial solutions to support our customers achieve their dreams, whether it's buying their first home or planning for retirement. We believe exceptional customer service starts with an outstanding work culture that rewards hard work, provides the right tools for success, and values a healthy, happy team. With over 92 years of success and continued growth, NASB is seeking new team members eager to grow with us!
We are currently looking for a Senior Loan Consultant to join our Residential Lending team.
Job Summary
The Senior Loan Consultant ("SLC") is responsible for developing repeat and referral relationships and for the solicitation and conversation of self-generated leads from referral or repeat sources. The SLC facilitates the mortgage lending process for clients seeking home financing solutions and has working knowledge and expertise in conforming, agency, and government mortgage products sold on the secondary market to 3rd party investors under the bank's best effort method. A Senior Loan Consultant will have the ability to sell mortgage products in all 50 states.
What you can expect to work on
* Building and maintaining repeat and referral relationships while soliciting and converting self-generated leads from these sources.
* Construct a complete and accurate 1003 while utilizing multiple technology options with the consumer.
* Retain any required upfront fees from borrower.
* Collect all applicable information from the customer before submitting the file to processing/underwriting to ensure file quality expectations is met.
* Originate loans for new and existing customers while meeting all company and compliance guidelines/policies.
* Provide superior internal and external customer service that will exceed the customer's expectations.
* Maintain a work schedule and required working hours consistent with departmental policy, which will include some evening and weekend hours as needed.
What you offer us
* Bachelor's degree in Finance/Accounting or related field preferred.
* Minimum of 5+ years mortgage lending sales, with documented sustained production history and verifiable income and 5+ years of functional working knowledge of Residential Lending sales and operations experience.
* Advanced knowledge of VA, FHA, and CONV guidelines.
* Ability to understand and lead through complex transactions, multiple property types, markets, and varying loan structures and their impact on security of collateral.
* Strong analytical, problem-solving skills, and interpersonal communication.
* Sound judgment and decision-making abilities while working in a high-pressure environment.
* Adaptability and agility to quickly learn new and changing technology advancements.
* Ability to give cogent financial advice to customers based on individual discretion and judgment.
* Effective business communication skills (both oral and written).
* Excellent time management, detail oriented and organizational skills.
* Excellent presentation and organizational skills; ability to collaborate, manage and expand relationships both external and internal customers
* Ability to effectively lead and drive a high level of production while delivering a consistently exceptional customer experience through KPI and SLA expectations
* Ability to develop and present information in varied mediums.
* Promote an effective environment across business functions to help provide resolution within teams. Developing a culture of sharing best practices and key finding across all production team(s).
* Highly motivated with the ability to work autonomously with limited supervision.
Work Environment
This position is primarily in-office with remote work one to two days per week.
What we offer you
NASB offers competitive compensation and excellent benefits packages, including:
* Comprehensive health insurance options including medical, dental, and vision coverage.
* 401(k) retirement plan with immediate employer match.
* Generous paid vacation, sick and personal days. Plus, enjoy a bonus day off for your birthday!
* Exclusive mortgage and banking benefits.
* Paid holidays, volunteer time off, and free parking at NASB facilities.
* Employee referral bonuses and internal training programs to help reach your career goals.
If you have any questions, please contact *************.
Note: This should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as may be required. The employer has the right to revise this at any time. The job description is not to be construed as a contract for employment. North American Savings Bank (NASB) is an Equal Opportunity/Veterans/Disabled employer.
$33k-41k yearly est. Easy Apply 60d+ ago
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Universal Banker, Independence
North American Savings Bank (NASB 4.1
North American Savings Bank (NASB job in Independence, MO
Universal Banker, Independence $500 Sign-On Bonus Opportunity Available! Our mission is to create exceptional experiences for our customers that help them achieve their dreams, and we seek extraordinary individuals with the talent and passion to help us bring those dreams to life. We are currently looking for a Universal Banker to join our Independence branch team. Job Summary: Our Universal Bankers provide quality customer service and promote NASB's products, services, and thoughtful solutions to make banking easy for our customers. You will be instrumental to the success of NASB by:
Providing outstanding customer service, greeting each customer as they enter the bank, answering the phone promptly, and taking ownership of each interaction; this includes the support of our mortgage sales team by making referrals.
Assisting customers in their selection of various accounts and financial services, administering accounts, and positively impacting retention of current customers while achieving branch sales and service goals.
Resolving any problems, issues, or questions to ensure customer satisfaction.
Always maintaining a positive, friendly, and professional attitude.
Assisting with all branch level marketing activities and promotions.
Performing applicable aspects of daily operations, including opening new accounts, cash controls, balancing, exercising fraud prevention, handling customer transactions, and accurately completing all CIP requirements.
Adhering to all policies and procedures, including those related to the Bank's Bank Secrecy Act/Anti-Money Laundering (BSA/AML) compliance program.
You will be instrumental to the success of NASB by having:
A High school diploma, GED or foreign equivalent required, college degree or military equivalent preferred.
One year's experience in a Retail or Sales environment engaging with customers and making product recommendations leading to sales or relevant experience required.
Credit and background checks will be required.
Ability to work branch hours Monday - Friday and alternate Saturday mornings.
Ability to learn products, services, and procedures quickly and accurately.
Financial management and responsibility skills.
Excellent communication skills with a demonstrated ability to adapt the conversation of the NASB products/services based on the customers varying needs in person and over the phone.
Basic math skills: including the ability to solve problems and quickly identify currency denominations.
Time management and organizational skills, including being detail-oriented and thorough.
Bilingual desired, but not required.
Sound judgment and decision-making abilities.
Ability to lift/carry up to 25 pounds occasionally
What we offer you NASB offers unparalleled opportunities for career development and advancement, competitive compensation and bonus opportunities, a well-rounded benefit package, including medical, dental, and vision coverage, 401(k) retirement plan with an immediate employer match, and generous paid time off including, vacation, sick/personal, 11 holidays and volunteer time off. If you have any questions, please contact *************.
Note: This job description should not be construed to imply that these requirements are the exclusive standards of the position.
North American Savings Bank (NASB) is an Equal Opportunity/Veterans/Disabled employer.
$27k-31k yearly est. Easy Apply 3d ago
Senior Treasury Management Officer
Commerce Bank 4.4
Saint Louis, MO job
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Annual Salary: $154,500.00 - $184,000.00 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this job is to drive revenue growth through a combination of developing new business and deepening relationships with existing customers. The focus will be to reach goals through in-person sales calling, proposals, marketing and relationship expansion.
Essential Functions
Develop new business primarily with prospects, as well as existing clients assigned territories
Maintain a high level of qualified in-person calling activity, completing responses to customer or prospect request for proposal and general sales activity, primarily for new prospective relationships
Maintain senior level contact with top and high priority customers through various touch points including customer entertainment and outside activities
Develop territory plans, account strategies, and call plans required to consistently achieve revenue and profit goals
Coordinate calling activity with assigned Relationship Manager
Provide account reviews for assigned top priority customers
Participate in independent and/or joint calling with product partners; act as the Payments Relationship Manager to ensure a coordinated approach to customer success
Drive towards and achieve trusted advisor status with partners, customers, and prospects
Assist in general marketing activity as required for trade shows and other targeted industry events
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Strong sales knowledge of treasury service and cash management product
Strong finance and banking knowledge
History of exceeding and meeting sales goals and growth targets
Strong understanding of value propositions related to treasury service applications within corporate treasury functions
Adept at driving results especially with mid-market and larger commercial organizations and/or specific industries
Advanced Account Management skills
Consistent ability to effectively and efficiently resolve customer problems
Excellent expense management skills
Proven successful track record within team selling and lead sharing environments
Willingness to act as subject matter expert (SME) for internal projects and mentor for others within the bank
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
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
Advance level proficiency with Microsoft Word, Excel, Teams and Outlook
Education & Experience
Bachelor's degree in related field or equivalent combination of education and experience required
7+ years financial services experience required
5+ years business development or related experience within Treasury Services strongly preferred
For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record.
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Senior Treasury Management Officer job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $154,500 to $184,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 8001 Forsyth Blvd, St. Louis, Missouri 63105
Time Type:
Full time
$154.5k-184k yearly Auto-Apply 60d+ ago
Estate Settlement Advisor - Commerce Trust
Commerce Bancshares 4.4
Saint Louis, MO job
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Annual Salary: $80,000.00 - $107,000.00 (Amount based on relevant experience, skills, and competencies.)
For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client's financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.
About This Job
The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients and partner with our Private Client Advisors (PCA's) in any decedent matters that result in Commerce Trust (CT) being appointed as Personal Representative or Successor Corporate Trustee, including deaths of Grantors of Revocable and Irrevocable Trusts with Commerce Trust as Trustee, or where CT has been retained by the Trustee or Personal Representative to perform these duties in an Agency relationship.
Essential Functions
Manage an assigned portfolio of accounts through the estate settlement process of which a high percentage will be low to moderately complex in nature. The degree of complexity is generally corelated to the size and nature of the gross estate, terms of governing document/s, asset mix, number of decision makers, beneficiaries, and other attributes that will increase the time and expertise required to successfully administer the estate.
Manage assigned portfolio of accounts with supervision
Participate in meetings with Wealth Management Consultant (WMC) and Private Client Advisor (PCA) to support ongoing development of new business opportunities that involve Estate Settlement
Participate in client meetings with PCA to support transition of responsibilities to ESA and provide overview of process for beneficiaries
Complete necessary due diligence and coordination of approval or declination to serve as Trustee or Personal Representative in accordance with CT policies and procedures
Manage responsibilities in a way that instills confidence in CT and enhances the ability to retain business upon completion of estate settlement process
With supervision, interpret the governing instrument and applicable law to establish account records, including payment and fee schedules. Write to beneficiaries and co-fiduciaries to outline administrative procedures.
Communicate with portfolio managers regarding investment objectives and liquidity needs
Identify, collect and secure decedent's tangible and intangible assets
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Working knowledge of wealth management services, such as wealth transfer planning, taxation, estate planning, and wealth management products and services acquired through work-related experience
Understanding of fundamental legal, tax, and financial concepts
Ability to work in a team-based environment, assist with tasks, and participate in meetings effectively
Professional presence and approach with a desire to meet client expectations
Willingness to learn and develop skills through continuing education
Ability to support and collaborate with team members
Strong customer service skills to interact with clients and address their needs
Problem-solving skills to identify issues and propose solutions
Basic research skills to gather and analyze information
Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
Motivated and organized self-starter with strong attention to detail and the ability to manage basic priorities
Inquisitive, agile, and strong team player with good written, verbal, analytical, and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and align with our culture and Core Values
Basic level proficiency with Microsoft Word, Excel, Teams, and Outlook
Education & Experience
Bachelor's degree or equivalent combination of education and experience required
3+ years of relevant trust and estates settlement experience as paralegal or similar role within the wealth management industry required
Experience working with high-net-worth clients in an advisory and fiduciary perspective preferred
Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisory (CTFA) designation preferred
**Level of role is determined by knowledge, experience, skills, abilities, and education
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Estate Settlement Advisor I & II - CTC job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $80,000 to $107,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 8000 Forsyth Blvd, Clayton, Missouri 63105
Time Type:
Full time
$80k-107k yearly Auto-Apply 4d ago
Varicent ICM Product Consultant
Us Bank 4.6
Saint Louis, MO job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
The HR Product team is hiring an experienced Varicent ICM Product Consultant. We are looking to expand our team by adding someone that has experience configuring in the cloud-based Varicent application and can help drive towards adoption of Presenter Adaptive reporting. This role will support design, report configuration, and testing of incentive plans in Varicent across various U.S. Bank business lines.
Responsibilities:
* Provide subject matter expertise in Varicent to guide and upskill HR Product team members in the building and expanding of the Varicent application.
* Lead efforts to modernize reporting by converting legacy reports to Presenter Adaptive format, ensuring alignment with business needs and usability for end users.
* Provide guidance and recommendations on system functionality optimization, design, and enhancements to ensure the product keeps up with Varicent's latest technology capabilities (artificial intelligence, workflows, virtual agents).
* Perform testing and analysis to ensure the system meets or exceeds customer requirements. Ensure design solutions are validated/tested to confirm the design is working as planned, downstream impact is considered, and additional problems are not inadvertently resulting from the change.
* Log and maintain tickets in Jira, which is our HR Product support application. Take ownership of issue though resolution. Communicate and educate business teams as needed on resolution.
* Analyze, understand and share learnings from peer groups, Varicent Community, and professional networks to build strong knowledge of the product. Drive knowledge sharing with team members.
Basic Qualifications:
* Bachelor's degree in Information Technology, Human Resources, Business Administration, Engineering or equivalent work experience
* 3-5 years proven configuration experience in Varicent
* In-depth understanding of incentive compensation plan rules and formulas
Preferred Skills/Experience:
* Ability to understand and translate business needs into technical requirements
* Comprehensive knowledge of HR business processes and the technology platforms used to support, including web and mobile capabilities
* Proficient analysis and research skills, i.e., ability to support complex system features, incidents, and future product state with the purpose of maintaining and improving delivery of services
* Ability to negotiate priorities and manage difficult conversations in favor of advancement of digital and agile culture.
* Experience as an Agile team member, i.e., experience participating in design, sizing, configuration, testing, release, and deploy lifecycle, as well as supporting iterative configuration and engaging stakeholders as needed
* Ability to write and analyze reports, review system audit reports and make recommendations on process or technical changes.
* Effective verbal, written, and interpersonal communication skills, ability to lead meetings re: technical/functional design, demo, and feedback sessions
* Advanced knowledge of technology desktop software and tools (e.g. Microsoft office suite, Windows infrastructure), industry trends and tools and key enterprise software
Location Expectations
This role requires working from a U.S. Bank location three (3) or more days per week.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
* Healthcare (medical, dental, vision)
* Basic term and optional term life insurance
* Short-term and long-term disability
* Pregnancy disability and parental leave
* 401(k) and employer-funded retirement plan
* Paid vacation (from two to five weeks depending on salary grade and tenure)
* Up to 11 paid holiday opportunities
* Adoption assistance
* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Annual Salary: $82,000.00 - $96,500.00 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this role is to oversee billing of corporate customers for services. Additionally, this manager will oversee corporate account and healthcare setups. The role manages a wide range of functions within departments with very little overlap.
Essential Functions
Communicate job expectations, planning, monitoring, and evaluating employee contributions
Manage department audits and ensure all SOX controls are being met
Evaluate monthly expenses, manage department metrics and analyze budget variances
Communicate customer issues with Operations team and devise ways of improving the customer experience, including resolving problems and complaints
Responsible for ensuring accurate billing for corporate customers by opening accounts, processing refunds and payments, exception pricing updates, and monthly rate calculations
Lead, mentor and motivate team members to implement the department strategy and manage department workflow with guidance on departmental projects/issues, and provide coaching and development opportunities appropriate to each direct report's individual needs
Perform all necessary management functions, including hiring, evaluations, annual increase allocations and disciplinary action as required
Communicate decisions, priorities, and relevant information to team members effectively
Support budget management, planning and expenditure
Perform other duties as assigned
Knowledge Skills & Abilities Required
Strong knowledge business and management principles, including knowledge of best practices
Strong critical thinking skills with the ability to apply discretion and sound judgement to solve problems efficiently and effectively
Ability to drive results and balance management of organizational risk and meeting goals of the business
Strong leadership skills with ability to motivate team members and foster a positive team environment that gives way to collaboration and unified goals
Outstanding interpersonal and relationship building skills with the ability to effectively communicate with all levels of the company, clearly expressing ideas and concepts both verbally and in writing
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
Intermediate level proficiency with Microsoft Word, Excel and Outlook
Education & Experience
Bachelor's degree or equivalent combination of education and experience required
6+ years customer service and bank operations experience required
3+ years leadership/supervisory experience required
**Hybrid Schedule: In office 2 days per week
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Manager, Customer Setups, Billing & Healthcare Monitoring job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $82,000 to $96,500 annually.
#LI-Hybrid
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 922 Walnut St, Kansas City, Missouri 64106
Time Type:
Full time
$32k-36k yearly est. Auto-Apply 41d ago
Senior Product Support Specialist - Consumer Lending
Commerce Bancshares 4.4
Kansas City, MO job
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $30.55 - $35.80 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this job is to execute key growth initiatives aimed at acquiring new accounts across channels that attracts a mix of customers and prospects to enhance the performance of our Consumer Credit Card line of business.
Essential Functions
Develop and execute high-impact acquisitions marketing campaigns across our multiple channels, including but not limited to preapproved acquisitions direct mail program and paid digital marketing campaigns
Optimize Consumer Credit Card webpages to enhance product awareness and support integrated search and digital marketing strategies
Incorporate credit risk considerations into acquisitions marketing campaigns
Collaborate closely with external and internal partners and coordinate cross-functional efforts when developing and executing acquisition marketing campaigns
Build compelling creative assets aligned with product positioning in partnership with internal and external partners
Monitor and analyze campaign performance to improve response and approval rates, cost per account, and new account growth
Build business cases for new offers and marketing initiatives based on data-driven insights
Forecast, measure, and report KPIs for acquisition campaigns
Address customer impact issues and achieve satisfactory resolution as they arise
throughout the course of day-to-day business activities
Own customer journey strategies including efforts to reduce friction and pain points, as well
as efforts to meet customer expectations and a changing competitive environment
Leverage customer experience best practices, trends, customer feedback, and business
needs to develop initiatives
Ensure organizational and business process changes resulting from systems and product
enhancements, as well as audit reviews and responses, are fully documented. This includes
appropriate communication to frontline staff
Perform other duties as assigned
Knowledge Skills & Abilities Required
Strong understanding of underlying business systems and functionality
Strong understanding of expense and revenue drivers as they relate to banking
Project organization and coordination skills
Ability to curate communications to ensure effectiveness and alignment with industry best practices and brand standards
Strong critical thinking skills with the ability to effectively solve problems
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
Intermediate proficiency with Microsoft Word, Excel, Teams, and Outlook
Education & Experience
Bachelor's degree in business, communications, marketing, or relevant area of study or equivalent combination of education and experience required
5+ years banking experience required
3+ years of related product and/or marketing experience preferred
*Hybrid Schedule: In office 3 days per week
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Senior Product Support Specialist - Consumer Lending job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $30.55 to $35.80 per hour.
#LI-Hybrid
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 811 Main St, Kansas City, Missouri 64105
Time Type:
Full time
$30.6-35.8 hourly Auto-Apply 42d ago
Lead Investment Research Analyst - Investment Due Diligence
Wells Fargo 4.6
Saint Louis, MO job
About this role: Wells Fargo is seeking a Lead Retail Investment Research Analyst in Global Manager Research within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: * Performing initial and ongoing due diligence on third-party investment products, asset class research coverage, which includes maintaining a high-conviction list of products in the assigned asset classes
* Create and deliver presentations to business partners and Financial Advisors
* Responding to inquiries about the recommendations and/or selection methodology used on products under coverage, drafting communications to the field, conducting onsite due diligence, and performing risk analysis on third-party investment products
* Assisting in the management of key workflow initiatives
* Assisting in the training of junior level Analysts
Required Qualifications:
* 5+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments
* Experience analyzing alternative investment strategies including hedge funds and private capital
* Experience in conducting alternative investment manager research
* Experience working with alternative investment databases
* Ability to create and deliver dynamic presentations
* Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
* Excellent verbal, written, and interpersonal communication skills
* A BS/BA degree or higher in one of the following statistical related fields: applied mathematics, statistics, finance, economics, or engineering
* Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation or demonstrated progress toward the designation
Job Expectations:
* Ability to travel up to 15% of the time
* Hybrid work schedule with 3 days in the office and 2 days remote
Location:
* 550 S. Tryon Street, Charlotte, NC
* 1 N. Jefferson Ave, Saint Louis, MO
Posting End Date:
18 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$65k-90k yearly est. 4d ago
Commercial Banking Expansion Market Trainee
Commerce Bancshares 4.4
Saint Louis, MO job
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $28.85 - $31.25 (Amount based on relevant experience, skills, and competencies.)
About This Job
Are you ready for an adventure? This is an opportunity to be part of a focused development program designed to launch successful careers in Commercial Banking. This position is focused on preparing you to be a successful and productive Commercial Banker in one of Commerce Bank's high growth expansion market in Nashville, Tennessee & Grand Rapids, Michigan.
During the program, you will spend approximately one year embedded with our Corporate Commercial Banking teams in our St. Louis headquarters while also residing in that city. Additional time may be required depending on the applicant's prior education and experience. Once you've completed the program you will be transferred to our Nashville or Grand Rapids expansion market.
You'll work alongside our commercial banking teams and bank executives to help our customers solve their everyday financial needs. Don't have commercial banking experience? Don't worry. We will provide all the necessary training to build the skills required to be successful. If you're a go-getter who loves to learn and win, we'd love to talk.
Essential Functions
Participate in cross-functional rotations across various business lines to leverage and develop leadership skills while also gaining an understanding of the commercial bank and commercial payments solutions
Attend community and business functions, participate in networking groups to ensure a positive image for the bank and grow key networking with contacts in the marketplace
Collaborate with commercial banking teams and product partners to identify prospective clients' financial needs and add value through a full range of products and services
Support the comprehensive management of existing commercial relationships to ensure a high level of customer satisfaction and retention
Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk
Maintain loan reporting and ensure compliance with all bank policies, procedures, regulations, and laws
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Basic knowledge of the banking/accounting/finance field
Basic analytical skills using financial and accounting principles
Strong relationship building skills and propensity for sales
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
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
Intermediate level proficiency with Microsoft Word, Excel and Outlook
Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
Education & Experience
Bachelor's degree in a business-related field
1+ years of financial services or sales experience required
For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record.
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Expansion Market Trainee - Commercial Banking job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $28.85 to $31.25 per hour.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 8000 Forsyth Blvd, Clayton, Missouri 63105
Time Type:
Full time
$28.9-31.3 hourly Auto-Apply 5d ago
IT Manager - Software Development
Commerce Bancshares 4.4
Kansas City, MO job
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Annual Salary: $116,500.00 - $159,500.00 (Amount based on relevant experience, skills, and competencies.)
At Commerce Bank, innovation and creativity are the driving forces behind our IT team's success. We are catalysts of transformation who power applications, secure networks, and implement cutting-edge initiatives that propel our business units forward. The banking industry's rapid evolution provides us with an exciting opportunity to continuously learn, grow, and harness new technologies that elevate the experience for our customers. What sets Commerce Bank apart is our company culture and leadership, areas in which we continually invest. This commitment fosters innovation, enhances customer and employee experiences, while reinforcing our belief that our diverse team is our greatest competitive advantage. We actively seek candidates who share our passion for technology and bring fresh perspectives to the table. A diversity of backgrounds, experiences, and viewpoints allows us to develop truly innovative solutions that meet the evolving needs of our banking community. Join us in shaping the future of banking technology. At Commerce Bank IT, you'll find a culture of equity, belonging, and endless opportunities to make a lasting impact. Help us drive innovation that raises the bar for our industry.
About This Job
This position supports the strategic direction of Integrations/Middleware Services by managing resources and scrum teams to assure the quality of strategic and high priority applications. You will monitor the performance of the project team through all phases of the SDLC, implementing enhancements and maintaining our applications, while ensuring compliance with organizational standards and industry best practices.
Successful candidates must have experience in leading a software development team in an agile environment. This role requires a strong leader and communicator; expected to champion the delivery of value at the appropriate velocity. The manager will be responsible to create a culture that provides timely performance feedback and mentorship to grow team members. Successful candidates will collaborate partnerships with business owners to produce a highly responsive/effective team.
As an IT Manager, you will be responsible for the engagement and improvement of the whole lifecycle of services-from inception, through deployment, operation, and refinement. The manager will also maintain stability by measuring and monitoring availability, latency, and overall system health. The manager will scale systems sustainably through mechanisms like automation and evolve systems by pushing for changes that improve reliability and velocity. They will strive to utilize technical skills to maintain optimal system efficiency, productivity, and reliability. The manager will practice sustainable incident response.
Essential Functions
Lead, mentor and motivate team members to implement the department strategy and manage department workflow with guidance on departmental projects/issues, and provide coaching and development opportunities appropriate to each direct report's individual needs
Develop deep expertise in applications and provide training and mentorship to others
Perform all necessary management functions, including hiring, evaluations, annual increase allocations and disciplinary action as required
Communicate decisions, priorities, and relevant information to team members effectively
Support budget management, planning and expenditure
Participate in constructing and maintaining the digital roadmap
Support the technology needs of multiple business units, ensuring the team provides timely and quality estimates, identifying and performing timely risk mitigation when necessary, and delivering high quality solutions on schedule
Support services through activities such as system design consulting, integrating software and frameworks, automation creation, testing, capacity planning and implementation reviews.
Build partnerships with business counterparts to provide the best products, services, and support possible for customers of the Bank
Collaborate with peers across the department to solve problems, identify and make improvements where necessary, and contribute to the overall success of the entire department
Articulate system impacts, highlight enhancements that will exceed expectations, and increase efficiencies/customer satisfaction
Perform other duties as assigned
Knowledge Skills & Abilities Required
Strong knowledge of SQL Server and related database design, including knowledge of best practices
Ability to manage the day-to-day activities of the scrum team within an Agile environment
Effective vendor management skills and ability to build strong working relationships
Desire to continue learning through formal and informal channels
Strong critical thinking skills with the ability to apply discretion and sound judgement to solve problems efficiently and effectively
Ability to drive results while balancing organizational risk and meeting goals of the business
Strong leadership skills with ability to motivate team members and foster a positive team environment that gives way to collaboration and unified goals
Outstanding interpersonal and relationship building skills with the ability to effectively communicate with all levels of the company, clearly expressing ideas and concepts both verbally and in writing
Ability to build a strong and effective team culture while being action oriented, high-energy, and enthusiastic
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
Intermediate level proficiency with Microsoft Word, Excel and Outlook
Education & Experience
Bachelor's degree or equivalent combination of education and experience required
3+ years full stack development experience within a Java environment required
3+ years information technology leadership experience required
4+ years' experience in Agile implementation preferred
Software development life cycle experience preferred
*Hybrid Schedule: In office minimum 2 days per week
**Must be eligible to work in the US without sponsorship now or in the future
**Level of role is determined by knowledge, experience, skills, abilities, and education
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the IT Manager - Software Development I & II job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $116,500 to $159,500 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
#LI-Hybrid
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 922 Walnut St, Kansas City, Missouri 64106
Time Type:
Full time
$116.5k-159.5k yearly Auto-Apply 60d+ ago
Senior Business Execution Consultant - Investment Solutions
Wells Fargo 4.6
Saint Louis, MO job
About this role: Wells Fargo is seeking Senior Business Execution Consultant to join the Business Planning & Operational Support team within the Investment Solutions Center of Excellence. The consultant is responsible for developing the strategy, planning and execution of a variety of operational programs, services, and initiatives for the Investment Solutions COE. This individual is focused on centralizing common activities and business routines for the organization by aligning cross departmental teams and creating scalable processes.
They will have the opportunity to consult, support and implement standards for LOB financial management, operations, recognition and regulatory procedures. Focused on change management and integrating operations across Investment Solutions COE, this individual will develop metrics and track performance of programs and initiatives, ensuring adherence to appropriate policies and regulations. This individual will add capacity and reduce key person risk for the firm's Form ADV regulatory processes, ensuring timely and accurate updates to all required brochures across our business, and maintaining alignment with applicable SEC requirements.
In this role, you will:
* Organize and execute assigned business projects aligned to our strategic direction
* Support, document, and coordinate activities related to Form ADV brochure updates, including management workflows, timelines, and partner deliverables across the Business, Compliance, Legal, and Operations
* Serve as a subject matter contact for all Form ADV processes, maintaining detailed knowledge of the 12 active brochures across our businesses and associated daily, weekly, monthly, quarterly, and annual routines
* Meeting with key stakeholders when needed to perform initial assessment of problematic situations
* Formulate recommendations and solutions with attention to resource effectiveness and efficiency
* Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives
* Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics
* Review and research strategies and action plans to establish effective processes while meeting performance metrics, SEC regulatory expectations, and Form ADV reporting requirements
* Utilize independent judgment to guide moderate risk deliverables
* Create and present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business
* Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business
* Collaborate and consult with leaders and executive management
* Provide work direction to less experienced Strategy and Execution
Required Qualifications:
* 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Brokerage or wealth management experience
* Knowledge of Investment Advisory Rules and Regulations, SEC regulatory filings, particularly Form ADV or equivalent disclosure documentation
* Knowledge of Wells Fargo Wealth & Investment Management line of business
* Management Consulting experience
* Ability to consult, build, and maintain solid working relationships in and outside of immediate department
* Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
* Good attention to detail and accuracy skills
* Strong organizational, multi-tasking, and prioritizing skills
* Strong written and verbal communication skills
* Excellent Analytical abilities
* Bachelor's degree in Business, Management, or related fields
* CFA, CFP and other related financial industry designations
Job Expectations:
* Ability to travel up to 10% of the time.
* This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
* Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
* This position is not eligible for Visa sponsorship.
Posting Locations:
* 2801 Market Street - St. Louis, MO 63103
* 550 S. Tryon Street - Charlotte, NC 28202
* 800 S. Jordan Creek Pkwy - West Des Moines, IA 50266
* 550 S. 4th Street - Minneapolis, MN 55415
* Required locations listed above. Relocation assistance is not available for this position
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$87,000.00 - $154,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
25 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$87k-154k yearly 6d ago
Currency Inventory Specialist
Commerce Bank 4.4
Kansas City, MO job
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $21.40 - $24.50 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this job is to oversee outsourced vault operations in assigned markets, including ATMs, commercial deposits, and retail branches.
Work Schedule
* Monday - Friday 8:00 AM - 5:00 PM
Essential Functions
* Manage the vault inventory by accurately anticipating future coin & currency needs of commercial customers, branches and ATMs for each market
* Apply currency management knowledge and analytics to maintain appropriate inventory levels.
* Collaborate with Treasury Sales to onboard new commercial customers and maintain ongoing relationships
* Support vendor processes by resolving errors and addressing issues for both internal and external customers
* Perform other duties as assigned
Knowledge, Skills & Abilities Required
* Intermediate knowledge of Federal Reserve operating rules and ATM system processing
* Ability to manage vendor relationships and resolve service issues independently
* 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, Teams, and Outlook
Education & Experience
* Associates degree or equivalent combination of education and experience required
* 2+ years of bank operations experience required
* 1+ years of vault operations experience preferred
* Hybrid Schedule: In office 2 days per week. (5 days per week in office for the first 6 months)
* For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Currency Inventory Specialist level job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $21.40 to $24.50 per hour.
#LI-Hybrid
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 811 MAIN, Kansas City, Missouri 64105
Time Type:
Full time
$21.4-24.5 hourly Auto-Apply 9d ago
Portfolio Manager III
Bank of America 4.7
Kansas City, MO job
Kansas City, Missouri **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates.
**Responsibilities:**
+ Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives
+ Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
+ Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate
+ Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis
+ Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks
+ Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics
**Required Qualifications:**
* A minimum of 10 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients.
* This individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field.
* Knowledge of fiduciary and financial products and services required through extensive related work experience.
* Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients.
* Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school.
* Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required.
**Desired Qualifications:**
* Undergraduate degree in Finance, Accounting, Economics or equivalent financial services/business experience preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation.
* A graduate degree such as MBA or JD preferred
* The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience
**Skills:**
+ Advisory
+ Client Investments Management
+ Customer and Client Focus
+ Investment Management
+ Presentation Skills
+ Active Listening
+ Analytical Thinking
+ Attention to Detail
+ Client Experience Branding
+ Valuation Ethics and Practice Standards
+ Collaboration
+ Critical Thinking
+ Data Quality Management
+ Trading
+ Written Communications
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$70k-104k yearly est. 60d+ ago
IT Systems Administrator II
Commerce Bancshares 4.4
Kansas City, MO job
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Annual Salary: $82,000.00 - $96,500.00 (Amount based on relevant experience, skills, and competencies.)
At Commerce Bank, innovation and creativity are the driving forces behind our IT team's success. We are catalysts of transformation who power applications, secure networks, and implement cutting-edge initiatives that propel our business units forward. The banking industry's rapid evolution provides us with an exciting opportunity to continuously learn, grow, and harness new technologies that elevate the experience for our customers. What sets Commerce Bank apart is our company culture and leadership, areas in which we continually invest. This commitment fosters innovation, enhances customer and employee experiences, while reinforcing our belief that our diverse team is our greatest competitive advantage. We actively seek candidates who share our passion for technology and bring fresh perspectives to the table. A diversity of backgrounds, experiences, and viewpoints allows us to develop truly innovative solutions that meet the evolving needs of our banking community. Join us in shaping the future of banking technology. At Commerce Bank IT, you'll find a culture of equity, belonging, and endless opportunities to make a lasting impact. Help us drive innovation that raises the bar for our industry.
About This Job
The main purpose of this job is to support the company's AIX, Windows, and Linux Server Security platforms. Platform Security administrators design, install and manage security mechanisms that protect information systems against hackers, breaches, vulnerabilities, viruses and spyware. Duties include Identity Management - SailPoint IdentityNow/IdentityIQ administration, security patching and remediation of the Windows and Linux systems, generation of certificates using the internal PKI system, CyberArk support, Malware Protection, cloud security and puppet.
Essential Functions
Work with inter-departmental teams to provide Server Security solutions including Active Directory, certificates, Patching, CyberArk, Identify Management, Cloud Security and Logging, in the support of a variety of server platforms including Puppet
Administer SailPoint Identity Governance efforts to include: automation of identity lifecycle processes, custom rule and policy creation, role mining and access modeling, integration with enterprise applications, and troubleshooting connector integrations
Provide Active Directory support for LDAP and ability upgrade Forest level in several domains
Assist with Directory Services, Operating System Security including Patching and Remediation
Install, configure, maintain, and support of a variety of technologies used to augment the server security environment
Perform system upgrades implementing and maintaining security controls, and day to day administration of Windows, Unix and Linux
Perform troubleshooting events as they pertain to the Server Security environments using all resources available
Create documentation and procedures for a variety of technologies
Assist with administering Systems Service (i.e. Certificate Generation, Directory Services, File Integrity Monitoring, and Enterprise Logging)
Implement security improvements by assessing current situation, evaluating trends, and anticipating requirements
Determine security violations and inefficiencies by conducing periodic audits
Maintain quality service by following organizational standards and contribute to team efforts by accomplishing related results needed, accurately and in a timely manner
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Intermediate knowledge of Active Directory and administration in multiple domains and operational support through troubleshooting, mitigation, and remediation of problem tickets
Intermediate knowledge of Windows and Linux and knowledge of AIX administration and the ability to learn new systems
Intermediate knowledge of SailPoint IdentityNow or IdentityIQ including identity lifecycle automation, RBAC, custom rule development, and connector configuration
Strong knowledge of Cloud Security and GPOs & Microsoft PKI
Strong knowledge of Linux and Windows Server Operating Systems, Directory Services, Identify Management (SailPoint), Cloud Security, CyberArk and Virtualization
Ability to participate in on-call and on-site rotation as needed
Ability to provide advanced Active Directory support for LDAP, CyberArk, Identity Management (SailPoint)
Ability to work with DEVOPS/Puppet Development to automate infrastructure
Ability to plan, organize, and deliver professional technical documents on time and create needed documentation and procedures
Ability to successfully complete projects with little supervision and utilize strong customer service skills
Ability to troubleshoot emergency events as they pertain to the Linux and Windows Server environments
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
Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook
Education & Experience
Bachelor's degree in Computer Science, Engineering or equivalent combination of education and experience required
3+ years of enterprise level Information Technology experience with at least 2 years of hands-on SailPoint engineering experience required
Hands-on Linux and Windows Server system administration experience required
Certification or related Microsoft or Linux training preferred
Certification or related Cyber Security training preferred
*Hybrid Schedule: In office 1-2 days per week
**Must be eligible to work in the US without sponsorship now or in the future
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the IT Systems Administrator II job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $82,000 to $96,500 annually.
#LI-Hybrid
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 922 Walnut St, Kansas City, Missouri 64106
Time Type:
Full time
$82k-96.5k yearly Auto-Apply 46d ago
Mortgage Loan Servicing Representative
Commerce Bancshares 4.4
Kansas City, MO job
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $19.00 - $27.65 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this job is to handle every aspect of a mortgage loan after origination. This role handles customer service, escrow accounts, loss mitigation, taxes, insurance, modifications, accounting, investor accounting and payoffs.
Essential Functions
Perform routine and complex tasks in the servicing of mortgage loans in one or more of the various servicing functions; includes administration, cashiering, new loans/acquisitions, special loans, escrow, investor accounting, customer service or default
Process Payments or Advances on loans, including maintenance and adjustments, utilizing multiple systems applications.
Process mortgage releases and subsequent documents to borrowers
Perform customer service via telephone, email and chat
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Thorough knowledge of all aspects of the specific functional area and ability to understand the interrelationship of all mortgage servicing functions and the resulting impact
Demonstrates self-initiative in problem identification or provides assistance as needed within specific functional area as well as the group
Ability to work with other departments to meet time requirements
Ability to consistently meet or exceed minimum departmental productivity standards
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
Intermediate level proficiency with Microsoft Word, Excel, Teams and Outlook
Education & Experience
High school diploma or equivalent combination of education and experience required
2+ years Real Estate loan experience required
2+ years of customer service via telephone, email and chat, experience preferred
**Level of role is determined by knowledge, experience, skills, abilities, and education
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Mortgage Loan Servicing Representative I, II & Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $19.00 - $27.65 per hour.
#LI-Hybrid
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 922 Walnut St, Kansas City, Missouri 64106
Time Type:
Full time
$19-27.7 hourly Auto-Apply 42d ago
Credit Analyst III- FAM Specialist
Bank of America 4.7
Saint Louis, MO job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
The AB (Asset-Based) Portfolio Specialist manages a portfolio of asset-based structured loans in a variety of industries. The AB Portfolio Specialist is responsible for actively monitoring financial and collateral trends and recommending appropriate action. Responsibilities also include reviewing requests for loan modifications, analyzing financial performance, negotiating terms, drafting proposals, reviewing documents, and preparing recommendations for approval.
The FAM Specialist (“Specialist”) is responsible for the timely completion of accurate financial statement spreads and risk ratings in support of underwriting new credit requests, renewals, and traditional portfolio monitoring. The Specialist will also perform annual reviews on client relationships in alignment with Business Unit policy and procedures.
Responsibilities:
Build trust and strong relationships and proactively drive engagement with Underwriting, Credit Executive and Client team partners.
Spread and analyze complex financial information, including Personal Financial Statements, Brokerage statements, Personal Tax Returns and Schedule K-1s, Business financials, etc. for high-net-worth clients.
Accurately risk rate clients using regulatory definitions, good credit judgement and the Risk Rating Scorecard tool.
Effectively and concisely communicate spreading and risk ratings outcomes with key business partners.
Understand and leverage tools, systems, and applications used in day-to-day functions such as Excel, Outlook, GUS, Loan IQ, EDR, Risk Rating Scorecard, etc.
Understand and accurately apply risk rating scorecard and spreading guidance.
Required Qualifications:
Experience: 3-5 years in credit analysis, accounting, financial analysis, or a closely related credit risk role, including financial covenant testing and the ability to interpret and apply Commercial credit agreement terminology and concepts.
Policies and Procedures: 2+ years of credit analysis experience with Commercial credit policies and procedures
Technical Skills: Proficient in interpreting various Commercial loan documents.
Credit Analysis: Strong working knowledge of commercial loan structures and financial statement analysis, including personal financial statements, brokerage statements, rent rolls, and NOI statements; ability to identify and escalate early signs of credit deterioration, within the Commercial credit structure.
Operational Support: Exposure to GMS/Tableau reporting, documentation management, and process improvement.
Project Coordination: Capable of independently running analysis on credit supported small projects and streamlining team operations.
Systems Knowledge: Working proficiency with Commercial loans, collateral, client data and workflow systems along with SharePoint, and Adobe Acrobat.
Desired Qualifications:
Bachelor's degree in Accounting, Finance or equivalent experience
System knowledge of LIQ, PACE, GMS, GUS, EDR, Genesis, Image Trust, Navigator, SharePoint , KYC, Adobe Acrobat Standard
Skills:
Attention to Detail
Client Management
Decision Making
Underwriting
Credit Documentation Requirements
Critical Thinking
Portfolio Management
Problem Solving
Written Communications
Financial Analysis
Negotiation
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$46k-70k yearly est. Auto-Apply 60d+ ago
Wealth Management Client Associate
Bank of America 4.7
Saint Louis, MO job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
$41k-51k yearly est. Auto-Apply 54d ago
Estate Settlement Advisor - Commerce Trust
Commerce Bank 4.4
Clayton, MO job
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Annual Salary: $80,000.00 - $107,000.00 (Amount based on relevant experience, skills, and competencies.)
For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client's financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.
About This Job
The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients and partner with our Private Client Advisors (PCA's) in any decedent matters that result in Commerce Trust (CT) being appointed as Personal Representative or Successor Corporate Trustee, including deaths of Grantors of Revocable and Irrevocable Trusts with Commerce Trust as Trustee, or where CT has been retained by the Trustee or Personal Representative to perform these duties in an Agency relationship.
Essential Functions
Manage an assigned portfolio of accounts through the estate settlement process of which a high percentage will be low to moderately complex in nature. The degree of complexity is generally corelated to the size and nature of the gross estate, terms of governing document/s, asset mix, number of decision makers, beneficiaries, and other attributes that will increase the time and expertise required to successfully administer the estate.
Manage assigned portfolio of accounts with supervision
Participate in meetings with Wealth Management Consultant (WMC) and Private Client Advisor (PCA) to support ongoing development of new business opportunities that involve Estate Settlement
Participate in client meetings with PCA to support transition of responsibilities to ESA and provide overview of process for beneficiaries
Complete necessary due diligence and coordination of approval or declination to serve as Trustee or Personal Representative in accordance with CT policies and procedures
Manage responsibilities in a way that instills confidence in CT and enhances the ability to retain business upon completion of estate settlement process
With supervision, interpret the governing instrument and applicable law to establish account records, including payment and fee schedules. Write to beneficiaries and co-fiduciaries to outline administrative procedures.
Communicate with portfolio managers regarding investment objectives and liquidity needs
Identify, collect and secure decedent's tangible and intangible assets
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Working knowledge of wealth management services, such as wealth transfer planning, taxation, estate planning, and wealth management products and services acquired through work-related experience
Understanding of fundamental legal, tax, and financial concepts
Ability to work in a team-based environment, assist with tasks, and participate in meetings effectively
Professional presence and approach with a desire to meet client expectations
Willingness to learn and develop skills through continuing education
Ability to support and collaborate with team members
Strong customer service skills to interact with clients and address their needs
Problem-solving skills to identify issues and propose solutions
Basic research skills to gather and analyze information
Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
Motivated and organized self-starter with strong attention to detail and the ability to manage basic priorities
Inquisitive, agile, and strong team player with good written, verbal, analytical, and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and align with our culture and Core Values
Basic level proficiency with Microsoft Word, Excel, Teams, and Outlook
Education & Experience
Bachelor's degree or equivalent combination of education and experience required
3+ years of relevant trust and estates settlement experience as paralegal or similar role within the wealth management industry required
Experience working with high-net-worth clients in an advisory and fiduciary perspective preferred
Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisory (CTFA) designation preferred
**Level of role is determined by knowledge, experience, skills, abilities, and education
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Estate Settlement Advisor I & II - CTC job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $80,000 to $107,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 8000 Forsyth Blvd, Clayton, Missouri 63105
Time Type:
Full time
$80k-107k yearly Auto-Apply 60d+ ago
Senior Retail Investment Research Analyst - Operational Due Diligence
Wells Fargo 4.6
Saint Louis, MO job
About this role: Wells Fargo is seeking a Senior Retail Investment Research Analyst - Operational Due Diligence to join the Global Manager Research (GMR) Team as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
* Conduct Operational Due Diligence research on new and existing investment firms on GMR's list
* Assist investment analysts in sourcing and adding strategies to GMR's recommended list.
* Evaluate third party investment firms through an operational lens
* Draft communications to the field, including communications related to changes in money manager ratings, manager updates and topical white papers
* Perform risk analysis on third-party investment firms
* Cover a universe of third party investment firms, following GMR's stated process.
Required Qualifications:
* 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Experience in money manager research, particularly on the operational due diligence side.
* Experience writing commentary for various audiences
* Microsoft Excel skills
* Ability to create and deliver dynamic presentations
* Strong analytical skills with high attention to detail and accuracy
* Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
* Excellent verbal, written, and interpersonal communication skills
Job Expectations:
* Hybrid work schedule (3 days in office and 2 days remote)
* Ability to travel up to 15% of the time
* This position is not eligible for Visa sponsorship
Locations:
* 401 S. Tryon Street - Charlotte, NC
* 1 N. Jefferson Avenue - St. Louis, MO
Posting End Date:
19 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$69k-97k yearly est. 17d ago
Retail Teller
Heartland Bank and Trust Company 4.4
Springfield, MO job
Text "2290" to ************** to apply.
Wage Range: Min: $16.00, Mid: $17.99, Max: $19.99
The Retail Teller is a frontline representative and the face of Heartland Bank and Trust within the communities we serve. The Retail Teller is an essential, service-oriented part of the retail team and is responsible for efficient and accurate processing of customer transactions. Provides excellent customer experiences while building and developing relationships.
What you will do
Facilitate an excellent customer experience, engaging customers by name, in a friendly and professional manner.
Build and foster customer relationships by proactively identifying their needs and offering appropriate solutions.
Knowledge of and ability to provide products and services available through the retail banking branch.
Complete transactions accurately and efficiently, including cash handling.
Comply with all policies and procedures to minimize the risk of fraud.
Other Qualifications/Requirements
Participate in various retail and bank projects as necessary.
H.S. Diploma or GED preferred or equivalent combination of education and experience.
Who We Are
Heartland Bank and Trust Company is headquartered in Bloomington, Illinois. With 70+ locations throughout Illinois and Eastern Iowa, Heartland continues to grow and is committed to preserving strong ties to our communities, customers, employees, and shareholders.
Heartland Bank s mission is to create value for the customer, earn a profit for the Bank, and have fun doing it! At Heartland, employees have the opportunity to make a difference every day.
What We Offer
At Heartland Bank, we offer a competitive benefits package to provide you with peace of mind. Click here to learn more about what benefits we have to offer.
Physical Demands
Regularly: Standing, Feeling/Touching, Talking, Hearing, Vision - close peripheral, depth
Frequently: Sitting, Walking, Grasping/Reaching - with arms and hands, Repetitive Motions
Occasionally: Climbing and/or Balancing, Stooping, Kneeling, Crouching, and/or Crawling, Lifting (30 lbs.)
Equal Opportunities and Accommodations Statement
Heartland Bank is deeply committed to creating a workplace where inclusion is not only valued but prioritized. We re proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, disability, age, or any other non-merit based or legally protected grounds.
Salary Disclaimer
The salary range represents the range of possible compensation at the time of posting. Heartland Bank considers several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate s work experience, education/training, key skills, and internal equity.
The salary range minimum, midpoint, and maximum listed above represent a full range of career compensation growth over time in this position and pay grade. Starting pay typically starts between minimum and midpoint upon hire. The Bank offers compensation growth opportunities within its career architecture.
#INDHP123
Zippia gives an in-depth look into the details of North American Savings Bank, including salaries, political affiliations, employee data, and more, in order to inform job seekers about North American Savings Bank. The employee data is based on information from people who have self-reported their past or current employments at North American Savings Bank. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by North American Savings Bank. The data presented on this page does not represent the view of North American Savings Bank and its employees or that of Zippia.
North American Savings Bank may also be known as or be related to NASB FINANCIAL INC, NASB Financial, NASB Financial Inc, NASB Financial, Inc., Nasb Financial, Inc. and North American Savings Bank.