Commercial Service Specialist
$62.31k - $90.76kUMB Bank
Commercial Service Specialist
This role will support and manage the day-to-day operations and service of commercial banking clients. Including, but not limited to; servicing of treasury products, loans, and deposits by handling client requests while working hand in hand with internal teams, including implementations, treasury team, and banking officers. As the primary contact, you will be a vital part of the client's relationship to help deliver growth and opportunity by creating a trusting relationship. The shift for this position is 10-7pm central.
How you will spend your time:
Serve as primary point of contact for commercial clients via phone or email to support day-to-day servicing needs
Develop a relationship with the client proactively to identify solutions to problems and improve the client experience
Help to onboard new checking, savings, and CD accounts for clients
Understand the client's expectations and needs to serve as the point person for all their banking needs
Respond with a sense of urgency to all internal and external client calls, questions and/or concerns
Work in collaboration with the Relationship Team while setting clear expectations regarding deliverables and due dates
Ensure The Unparallelled Customer Experience (TUCE) through quality service and coordination of client needs with other functions as needed and serve as liaison for client
Provide client point of contact for day-to-day banking needs, questions, research, etc.
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
Identify opportunities proactively for clients to self-serve
We are excited to talk to you if you have:
High school education or equivalent and 3+ years proven customer service experience OR any combination of education and experience that would provide an equivalent background preferably in banking or financial services
Excellent professional 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
Effective time management skills
Disciplined self-motivation
Resolution-based problem solving abilities
Ability to work independently as well as in team environments
Good interpersonal and networking skills to work with other internal areas
Compensation Ranges:
US Employees in California, Washington DC, New Jersey, and New York:
$62,310 - $90,760
US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:
$56,890 - $83,080
US Employees in all other states not listed above:
$51,480 - $75,410
The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. 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 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.
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$62.31k - $90.76k
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