Data Analyst - Wealth Management

About Working at Commerce 

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.  

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk. 

Compensation Range

Annual Salary: $62,000.00 - $94,500.00 (Amount based on relevant experience, skills, and competencies.)

For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.

About This Job

The main purpose of this job is to provide essential data analysis and reporting that are crucial to making smart business decisions for the Private Bank, a division of Commerce Trust.  This job will support multiple simultaneous initiatives surrounding process improvements, complex data analysis and data integrity.  This job will work with with management to develop, interpret and implement reporting and data integrity best practices to drive strategic planning, budgeting and on-going support.   This job will also be responsible for the accurate and timely execution of monthly/quarterly/annual internal management reporting processes to support business initiatives.

Essential Functions                                                                                                                                          

• 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

• Utilize various data sources to generate reports, data analytics, file transmissions etc.

• Identify problem trends in data and make recommendations for improvements/solutions to management

• Clean up data with ongoing oversight into data integrity based on business standards

• Collect data and update systems information via manual input or upload

• Assist Commerce Trust Company (CTC) team members with various systems projects, as requested

• Identify and maintain documentation of data sources and business unit resources

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Strong knowledge of data analytics, including best practices.  Expertise in available data sources and tools.

• Ability to communicate in user-friendly language to both technical and non-technical end-users

• Effective relationship-building skills

• Intermediate database knowledge

• Ability to troubleshoot and problem solve

• Demonstrate ability to analyze information and identify transactions outside normal patterns

• 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

• Moderate to Advanced level proficiency with data extraction tools and technologies (prefer ACL, Business Objects, AQT, SQL or similar) and familiarity with databases

• Advanced level proficiency with Microsoft Word, Excel, Access, Teams, and Outlook  

• Ability to maintain a high degree of confidentiality

Education & Experience

• Bachelor’s degree in Information Systems or Business, or equivalent combination of education and experience required

• 4+ years experience in data analytics required

• Experience in finance or wealth management preferred

**Level of role is determined by knowledge, experience, skills, abilities, and education

***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 Analyst II & III– Commerce Trust job and contemplates a wide range of factors that are considered in determining most appropriate job level and 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 $62,000 to $94,500 annually.

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 here to learn more.

Location: 922 Walnut, Kansas City, Missouri 64106

Time Type:

Full time