Salesforce Administrator - Wealth Management Systems

86 days ago
  • Location

    Kansas City, Missouri, United States

  • Role

    Administrator

  • Contract

    Permanent

  • Salary

    n/a

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

Commerce Bank, based in Kansas City, MO, is looking for a dynamic, service focused and technically adept individual for our Salesforce Administrator role in our Wealth Management division. The Commerce Trust Company, a division of Commerce Bank, is ranked among the top 25 investment advisors in the U.S. with over $67 billion in client assets. The Commerce Trust Company concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions and unparalleled service. 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.

Essential Functions

  • Design, create and maintain user roles, security levels, sharing rules, profiles, and hierarchies

  • 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 APEX 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

  • Modify and build Salesforce Flow processes to support business needs

  • 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 Required

  • Strong knowledge of Salesforce and Salesforce Financial Services Cloud, 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 operational needs; identify and implement short and long-term solutions

  • Ability to build and modify Salesforce Flows of intermediate to advanced complexity

  • Proactive with the ability to improve processes to maximize team efficiency

  • Ability and willingness to remain current with Salesforce releases, features, and best practices

  • Proven ability to effectively troubleshoot and support users through a help desk; Ability to manage expectations and explain technical details

  • Inquisitive, agile, and strong team player

  • 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 and Experience

  • Bachelor’s degree or equivalent combination of education and experience required

  • 5+ years Salesforce administration experience required

  • Salesforce.com Certified Administrator required

  • Sales, Service and Marketing, and Salesforce Financial Service Cloud experience preferred.

  • Salesforce Flow experience required.

Location: 811 Main St, Kansas City, Missouri 64105

Time Type:

Full time

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