Data & Incentive Analyst - Wealth Management (ONSITE)

About This Job

The main purpose of this job is to be a key contributor to the incentive operations and performance tracking processes for the wealth division. Critical functions include ensuring new sales are processed and completed timely and incentives are calculated accurately.

Essential Functions

Track, validate, and process monthly incentives for various lines of business in an accurate and timely manner

Ensure accurate delivery of business line KPIs and other essential reports and adhere to strict payroll deadlines

Interpret and adhere to plan rules and procedures effectively and apply when processing new business

Learn and retain incentive plan rules and ensure consistency of application when processing new business

Communicate with client facing officers, support staff, and varying levels of leadership regarding incentive matters and performance results

Collaborate with team members on data processing and reporting efficiencies

Perform ad-hoc analysis and reporting along with other duties as assigned

Knowledge, Skills & Abilities Required

Ability to securely handle confidential information

Ability to maintain a high level of accuracy and precision

Ability to learn new software applications

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 Suite, including Excel

Education & Experience

Bachelor’s degree or equivalent combination of education and experience preferred

1+ year data analysis experience preferred

Incentive compensation or data analysis experience preferred

Experience in banking, wealth management, and / or brokerage preferred

• Onsite Schedule : In office 5 days per week
• Must be eligible to work in the US without sponsorship
• For individuals applying, assigned and / or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Data & Incentive Analyst I - CTC job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $26.70 to $31.50 per hour.

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.