Project Coordinator - Wealth Operations

Project Coordinator – Wealth Operations

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: $26.25 - $30.75 (Amount based on relevant experience, skills, and competencies.)

Essential Functions

• Facilitate all business resumption activities for Wealth Management Operations, including working directly with Business Continuity to ensure all requirements for disaster recovery are implemented, facilitating scheduled and unscheduled call trees, and address all audit requirements around business continuity
• Lead division projects pertaining to Business Recovery, taxation and process improvements
• Complete third-party risk assessments and coordinate projects ensuring annual business continuity plans are completed.
• Serve as point of contact for SharePoint administration, Resource Center librarian and ensure all year end obligations and documents are current and updated
• Identify and implement process improvements, complex system enhancements, and initiate and manage related projects to ensure compliance with regulations
• Administration Functions to Support WMO Management Team
• Facilitate training for new processes/enhancements, co-ordinate release install projects across Wealth Management division, evaluate and recommend performance reports and perform specialized programming requests to enhance efficiencies within the department, including building macros to enhance processing time and reduce labor requirements for performing functions.
• Assist with Data Warehouse or Excel related spreadsheets to enhance overall processing and or management functions within the department
• Support Commerce Edge Culture and Diversity, Equity, and Inclusion efforts within WMO
• Coordinate both internal and external exams with auditors, including responses and resulting projects
• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Intermediate knowledge of banking industry and bank operations, including best practices and regulations
• Knowledge of business resumption planning preferred
• Very strong analytical and problem-solving skills
• Ability to resolve complex problems and make decisions
• Ability to think strategically with a growth mindset and look for ways to streamline processes for efficiency
• Ability to coach team members as well as management.
• 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
• High level proficiency with Microsoft Word, Excel, and Outlook

Education & Experience

• Associate's degree or equivalent combination of education and experience required
• 3+ years financial services industry related experience required
• Performance management reporting experience preferred

Location: 922 Walnut St, Kansas City, Missouri 64106

Time Type: Full time