Commerce Bank
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The Senior Securities Specialist monitors and processes trade settlements in the CMG business line, resolves reconciliation breaks, manages client trade inquiries, and ensures accurate and timely reporting and processing of securities activities. They also identify process improvement opportunities and perform complex problem resolutions.
The Financial Advisor will manage an existing client book, sell investment products, partner to generate new business, and leverage digital tools to enhance client experiences while providing financial services and consultation.
The Financial Advisor will sell investment products to individual investors, manage a client book, and collaborate with internal teams. The role involves leveraging digital tools to enhance client experience and requires strong relationship-building and sales skills in the financial services sector.
The role involves assisting clients in implementing Treasury Management solutions, conducting consultative recommendations, and managing implementation projects. Responsibilities include providing technical guidance, consulting on workflow systems, and maintaining documentation for implementation processes.
The Supervisor, Trade Settlements will oversee the clearance and settlement processes for stocks, bonds, and mutual funds, ensuring compliance and risk management. Responsibilities include supervising staff, monitoring settlement activities, developing training plans, and improving processes. The role requires collaboration with different teams to meet Trust Client needs.
The Product Developer is responsible for managing upgrades and modifications of the Commercial Depository product set, ensuring they meet business requirements and pass testing. This role involves collaborating with teams across IT, Sales, and Operations, analyzing customer needs, facilitating meetings, and contributing to product implementation and rollouts.
The Senior Income Specialist will monitor and post domestic and foreign securities-related dividends, interest, and principal pay-downs to client accounts. Responsibilities include acting as a subject matter expert on traded securities, ensuring timely and accurate postings, resolving reconciliation discrepancies, and identifying process improvement opportunities.
The Senior Account Executive – Commercial Card is responsible for selling Commercial Card services, engaging with potential clients to understand their needs, conducting sales calls, preparing proposals, and negotiating contracts. The role requires strong consultative sales skills and data analysis to drive business growth and meet sales goals.
The Senior Securities Specialist in Wealth Operations establishes new assets following security guidelines, ensures accurate set-up within systems, conducts asset pricing and compliance checks, and performs quality reviews. This role requires expertise in traded and non-traded securities, as well as the ability to identify process improvements.
The Customer Support Specialist I manages technical system support related to Commercial services, handling customer inquiries, processing account maintenance, and resolving issues. Responsibilities include documenting cases in Salesforce, assisting with security password resets, and providing support for various applications and platforms, ensuring high customer service standards.
This role involves leading the treasury team and serving as a Treasury Management Officer for a client portfolio. Responsibilities include business development, client management, overseeing workflow, guiding team members, and maintaining senior-level customer contact while achieving revenue goals.
The Private Client Advisor Associate supports Private Client Relationship Managers by assisting with account administration, trust document reviews, fund transfers, and client inquiries. The role involves managing documentation, maintaining customer information, and ensuring compliance. The advisor acts as a point of contact for clients, addressing their needs effectively while collaborating with various internal teams.
The Payroll Specialist will assist in processing bi-weekly payroll for 4500 employees, ensuring compliance with state and federal laws, resolving payroll issues, and providing high-quality customer service for payroll inquiries. The role includes data file preparation, reporting, and system testing.
The Domain Architect I - Testing will develop and maintain domain reference architecture, lead and mentor test engineers, manage architecture exceptions, and execute comprehensive testing strategies including automated and manual testing. They will also work closely with development teams to integrate testing within the software development lifecycle and establish quality standards.
The Account Executive sells card payment services to enterprise-level businesses, engaging with C-level associates for new customer acquisition. Responsibilities include conducting sales calls, setting appointments, recommending solutions for process improvement, negotiating contracts, providing support, and preparing sales presentations.
The Senior Portfolio Manager will manage client portfolios, establish investment objectives, allocate assets, select securities, report on investment performance, provide client service, and participate in leadership activities and business development.
The Senior Portfolio Manager is responsible for managing client portfolios, establishing investment objectives, asset allocation, securities selection, and performance reporting. This role involves client interactions, providing market insights, portfolio compliance reviews, and support for investment committees while participating in leadership activities and business development.
The Tax Credit Administrator is responsible for managing the closing and payment processes for Tax Credit purchases. This role includes monitoring required documentation, maintaining reports, assisting with communications related to certified public accounting firms, and performing routine administrative duties related to business development efforts.
The Domain Architect will develop and maintain domain reference architecture, participate in architecture reviews, manage architecture exceptions, and consult for development teams. This role requires problem-solving skills, relationship management with stakeholders, and strong communication abilities.
Oversee department workflow, provide guidance and coaching to team members, communicate relevant information, motivate team members to achieve performance goals, and assist with vendor software upgrades as necessary.