Trust Operations Control and Balancing Specialist Commerce Bank


Location: KC Downtown Trust Building (922 Walnut)

The main purpose of this job is to balance all cash processed through Commerce Trust.

Time Type: Full time


  • Perform amortization and accretion account model setup as needed, perform manual calculations and postings
  • Provide Commerce Trust Company’s litigation vendor the information needed to be able to submit litigation claims on behalf of clients that qualify for the event
  • Post all litigation proceeds received to the appropriate client accounts
  • Prepare cost basis adjustment worksheets and distribute to team members for quality checks
  • Post all calls/maturities allocated at the depository’s into client accounts
  • Identify areas of efficiency/automation within daily processes/procedures to ensure a scalable solution for clients
  • Cross train on appropriate functions within the securities processing area to assist during periods of high volume and absences
  • Perform other duties, including special projects, as needed

Qualifications / Requirements

Knowledge, Skills & Abilities Required

  • Strong business acumen and the ability to make timely and sound business recommendations
  • Excellent customer service skills
  • Ability to prioritize work to meet deadline and service level agreements
  • Ability to thrive in a fast-paced environment while maintaining a high level of accuracy
  • Strong analytical and critical thinking skills
  • Ability to resolve problems and identify and drive process improvements
  • 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

Education & Experience

  • Bachelor’s Degree in Finance or Accounting or equivalent combination of education and experience required
  • 2+ years finance or investment management experience required


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