Commercial Treasury Management Implementation Specialist

Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunity. UMBers are known for having multiple careers here and having their voices heard.
UMB's bottom line is directly impacted by the growth of our commercial loan portfolio and revenue generating lines of business in Treasury Management and Commercial Card. The team consists of Commercial Relationship Managers, Treasury/Card Sales Officers, Account Executives, and Implementation Specialists. This team manages the commercial payments relationships throughout its life - developing meaningful connections with management of companies, government and non-profits they serve. Always mindful of the changes in the company, its industry, etc., over time that might create a change in their financial service needs.
This Treasury Management Implementation & Service Specialist role will align to a geographic banking territory and Treasury Management Sales Officer (TMO) in support of Commercial Tier 1, Commercial/Small Business Tier 3 and Commercial/Business Banking Tier 2. You will be the primary interface with clients, (via all forms of communication, phone, email, in person) TMO or Commercial Banking Officer to ensure best in class service. Facilitate and support implementation and maintenance of all Treasury Management products and services across multiple Operational teams and partners.
How you'll spend your time:

• Prepare and coordinate required customer documentation including but not limited to, addition of incremental TM services, adding/deleting accounts and users, update of user profiles, maintenance of existing users.
• Manage SLA's and priority requests by utilizing BPM (Business Process Management) workflow tool for processing of requests.
• Ensure adherence to documentation and Compliance requirements by validating authorized signers against organization resolutions, signature cards and other applicable entity documents.
• Work closely with Commercial Document Review & Commercial Relationship Specialists when discrepancies in client entity documentation is discovered.
• Through daily interactions assist clients with product & service training, this includes navigation of all banking services within UMB Direct, testing and uploading of Positive Pay Files, File Transmissions, BAI and EDI file support.
• Provide support for RFP's (Request for Proposals), Pricing pro formas, Client Reviews, Billing, Exception/Waived Pricing.
• Lead and/or facilitate training and education of clients including demos Manage resolution of client needs by identifying and coordinating appropriate bank resources by partnering with internal departments to ensure client needs are met and problems are followed through to resolution.

We are excited to talk to you if you have:

• Bachelor's degree or equivalent relevant experience
• 4 years Commercial Banking or Treasury/Cash Management experience, Customer Service & Sales or experience in related field Client Relationship Management experience
• Working knowledge of Implementation, Servicing or Operations at a Financial Services Company
• Working knowledge of bank platforms, systems, products
• Proficiency of Microsoft Office software(Excel, Word, PowerPoint)

Compensation Range:
Minimum: $51,480.00 - Maximum: $119,200.00
The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.
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