Wealth Management Imaging Clerk
Commerce Bank

Kansas City, Missouri

Posted in Banking


This job has expired.

Job Info


About Working at Commerce

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

No wonder we've been an industry leader for over 155 years and have developed a reputation as a great place to work in the financial services world. If you'd like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We're always looking for the best and brightest.

Since 1906, Commerce Trust, a division of Commerce Bank, has been a leading provider of investment management, financial planning, trust and private banking services. Commerce Trust provides a full range of wealth and investment planning services to individuals and institutions. We build a comprehensive team around our client's unique personal and financial situation, managing their wealth and helping them achieve their long-term goals. Commerce Trust received the 2019 Highly Commended Private Wealth Manager Award (Over $5 Billion) by Private Asset Management and 2021 Global Finance's Best Private Banking Award for the Midwest Region. Commerce Trust administers over $57 billion in total client assets.

About This Job

The Wealth Management Imaging Clerk is responsible for indexing and coordinating scanning of Trust Client Original documents, Investment documentation, and client correspondence for the Trust department. The Imaging Clerk reviews documents to determine proper scanning and indexing of client files into the electronic file room and maintaining existing paper filings. This requires excellent accuracy, and attention to detail.

Essential Functions

  • Index and perform quality review of received documents for placement to electronic client file
  • Scan hard documents received for placement to electronic client file
  • Maintain existing paper client files
  • Process incoming requests to resource mailbox
  • Perform other duties as assigned

Knowledge, Skills & Abilities Required
  • Basic knowledge of the trust industry
  • Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
  • Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
  • Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
  • Basic level proficiency with Microsoft Word, Excel and Outlook

Education & Experience
  • High School Diploma or equivalent combination of education and experience required
  • 1+ year administrative experience required

Location: 922 Walnut St, Kansas City, Missouri 64106

Time Type:
Full time


This job has expired.

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