Wealth Management – Salesforce Systems Administrator

at Commerce Bank
Location Kansas City, MO
Date Posted May 29, 2021
Category Default
Job Type Full-time

Description

About Working at Commerce 

Wouldn’t it be great to build your career at a bank that’s known for helping people with their financial challenges? That’s exactly what you’d be doing when you join the team at Commerce Bank. We’re looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You’d be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.  

No wonder we’ve been an industry leader for over 150 years and have developed a reputation as a great place to work in the financial services world. If you’d like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We’re always looking for the best and brightest.

About This Job
Since 1906, Commerce Trust Company, a division of Commerce Bank, has been a leading provider of investment management, financial planning, trust and private banking services. Commerce Trust Company provides a full range of wealth and investment planning services to individuals and institutions. We build a comprehensive team around our client’s unique personal and financial situation, managing their wealth and helping them achieve their long-term goals. Received the 2019 Highly Commended Private Wealth Manager Over $5 Billion Award by Private Asset Management and 2021 Global Finance’s Best Private Banking Award for the Midwest Region. Administers $61.2 billion in total client assets as of December 31, 2020. 

As a Salesforce System Administrator III, you'll  provide administrative and service-related data, project coordination and analytical support to many teams inside the Commerce Trust Company. Your core focus will be on Salesforce CRM management.

Essential Functions
- Design, create and maintain user roles, profiles and hierarchies
- Maintain security including sharing rules and security levels
- Manage and oversee user licenses and periodically perform internal system 
  audits
- Support day-to-day Salesforce platform needs and configurations including 
  daily user support while partnering with developers as needed
- Create and maintain documentation of processes, policies, application 
  configuration, and help related materials for internal
- Salesforce user base. Work on ad hoc reporting requests as needed.
- Utilize and integrate third-party tools/apps to regularly perform database de- 
  duping and cleanup procedures
- Ensure data integrity by merging duplicate contacts and accounts, removing 
  unnecessary fields and data, and monitor application storage and archive data 
  as needed
- Own, design, build and deliver projects outlined in the division’s roadmap
- Manage the software testing process
- Perform other duties as assigned

Knowledge, Skills, and Abilities 
- Strong knowledge of Salesforce and solid understanding of relational 
  databases and data integration tools
- Strong ability to perform data validation, processing and maintenance tasks
- Ability to implement and manage API integrations
- Advanced ability to proactively identify and define operation needs; identify 
  and implement short and long-term solutions
- Proactive with the ability to improve processes to maximize team efficiency
- Ability and willingness to remain current with Salesforce releases, features, 
  and best practices. Proactively provide recommendations for improvements.
- Proven ability to effectively troubleshoot and support users through a help 
  desk
- Ability to maintain a high level of confidentiality
- 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 manage expectations and 
  explain technical details.
- 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
- Strong level of proficiency with Microsoft Word, Excel and Outlook

Education/Experience
- Bachelor’s degree or equivalent combination of education and experience 
  required
- 5+ years Salesforce administration experience required

Preferred 
- Sales, Service and Marketing, and Salesforce Financial Service Cloud 
  experience preferred

Location: 811 Main St, Kansas City, Missouri 64105

Time Type:

Full time

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