About This Job
Commerce Bank, based in Kansas City, MO, is looking for a dynamic, service focused and technically adept individual for our Systems Support Analyst role in our Commerce Financial Advisor divisions. Commerce Financial Advisors comprises nearly 30 advisors across five states, who collectively serve $4.4 billion in brokerage and advisory assets through its collaboration with Commerce Bank and Commerce Trust. The ideal candidate should be a motivated and organized self-starter with strong attention to detail with excellent written, verbal, and interpersonal communication skills and the ability to manage multiple priorities.
This role is part of a team that provides support for our Commerce Financial Advisors (CFA) accounts which use LPL Financial as a broker-dealer & Registered Investment Advisor. The team provides exceptional customer service and support for our CFA systems. Ideal candidate should be a motivated and organized candidate with strong attention to detail, excellent written, verbal, and interpersonal communication skills, and the ability to manage multiple priorities in a fast-paced environment.
Essential Functions
Perform reconciliation of various files
Act as liaison between business unit and IT, facilitating changes, upgrades, enhancements, etc. for CFA Systems including Salesforce.
Collaborate and provide guidance to others, at all levels in the organization, to identify, understand & fulfill business reporting and / or data needs
Design, test, and assess data prior to producing results
Provide information for the completion of both internal and external audits, ie SAS 70, Sarbanes Oxley, as well as internal reporting for all CFA systems & partnering to support regulatory reporting and compliance
Provide subject matter expertise & serve as a go-to resource to all levels of internal and external users
Assist with system maintenance, user permission, enhancement and bug testing when necessary
Identify problem trends and makes recommendations for improvement / solution to management
Coordinate communication on application issues between internal customers and external vendors
Partner with CFA Sales & Support managers on new hire onboarding and / or training on brokerage applications
Responsible for documentation, training and development of training documents when technology or initiative is implemented
Strategic management and understanding of long-term system roadmap
Assist with Business Continuity Planning
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Strong customer-service orientation
Effective ability to troubleshoot and problem solve
Ability to communicate in user-friendly language to both technical and non-technical end-users
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
Salesforce knowledge preferred
MoneyGuidePro experience preferred
Education & Experience
Bachelor’s degree in information systems, finance or business-related discipline equivalent combination of education and experience required
3+ years in information systems required
Securities Industry and related fields experience preferred, including basic regulatory compliance & standards of conduct
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 to learn more.
System Analyst • Kansas City, MO, US