Data & Incentive Analyst - Wealth Management (ONSITE)

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

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 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 here to learn more.

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