Treasury Service Specialist
$51.48k - $99.33kUMB Financial Corporation
Overview As the Treasury Service Specialist you will support and manage the day‑to‑day operations of the Commercial Bank’s treasury products, loans, and deposits, handling client requests and working closely with internal teams. Responsibilities Serve as primary point of contact for commercial clients via phone or email to support day‑to‑day servicing needs. Develop proactive client relationships to identify solutions and improve the client experience. Respond with a sense of urgency to all internal and external client calls, questions and/or concerns. Coordinate appropriate customer documentation, including adding/deleting accounts, adding new users, updating user profiles, and maintaining existing users within UMB Direct. Assist clients with product solution needs and implement incremental new Treasury Management products & services for on‑time delivery through daily interactions. Work in collaboration with the Relationship Team to set clear expectations regarding deliverables and due dates and ensure timely resolution of client needs. Identify opportunities for clients to self‑serve and complete special projects and other duties as assigned. Qualifications High school education or equivalent, or 5+ years proven customer service experience, or an equivalent combination of education and experience (preferably in banking or financial services). Excellent verbal and written communication skills. Flexibility and ability to multi‑task in a fast‑paced environment with quick turnaround requests. Strong organizational skills, attention to detail, and effective time management. Disciplined self‑motivation, resolution‑based problem‑solving abilities. Ability to work independently and as part of a team; good interpersonal and networking skills. Knowledge and understanding of cash management products and services, including online banking platforms, ACH, wire, and bank operations. Compensation & Benefits Compensation Range: $51,480.00 – $99,330.00 (actual compensation may vary by location and experience). Paid Time Off, 401(k) matching program, annual incentive pay, paid holidays, and a comprehensive company‑sponsored benefit plan (medical, dental, vision, and other insurance coverage). Health savings account, flexible spending account, dependent care account, adoption assistance, employee assistance program, fitness reimbursement, tuition reimbursement, and associate wellbeing and emergency funds. EEO Statement 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 View email address on click.appcast.io to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB. #J-18808-Ljbffr UMB Financial Corporation
- ...If so, we may have the perfect role for you to achieve your professional goals alongside other proven winners. The Treasury Services Specialist serves as both a front‑line brand ambassador for the Bank and a key support resource for the Treasury Services Manager....Suggested
$51.48k - $99.33k
As the Treasury Service Specialist will support and manage the day-to-day operations of the Commercial Bank servicing of treasury products, loans, and deposits by handling client requests while working hand in hand with internal teams, including implementations, treasury...SuggestedLocal areaFlexible hours- UMB Financial Corporation is seeking a Treasury Service Specialist in Kansas City, Missouri. The role requires managing daily operations of treasury products and supporting commercial clients through proactive communication and problem resolution. The ideal candidate will...Suggested
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