Treasury Service Specialist

Responsibilities Serve as primary point of contact for commercial clients via phone or email to support day‑to‑day servicing needs. Develop a proactive relationship with the client to identify solutions to problems and improve the client experience. Understand the client’s expectations and needs to act as the point person for all their treasury 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 TUCE through quality service and coordination of client needs with other functions; serve as liaison for the client. Provide client point of contact for day‑to‑day Treasury Management needs, questions, research, etc. Prepare and coordinate customer documentation including adding/deleting accounts, addition of 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. Manage resolution of client needs by identifying and coordinating appropriate bank resources by partnering with internal departments. Identify opportunities proactively for clients to self‑serve. Complete special projects and other duties as assigned. Qualifications High school education or equivalent. 5+ years proven customer service experience OR an equivalent combination of education and experience 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, and effective time management. Disciplined self‑motivation, resolution‑based problem‑solving abilities. Ability to work independently as well as in team environments; good interpersonal and networking skills. Knowledge and understanding of Cash Management products and services, including Online Banking platforms, ACH, Wire and Bank Operations. Compensation Compensation Range: $44,790.00 - $86,510.00. The posted range represents UMB’s standard for this role but may vary by geographic location, experience level, and other job‑related factors. Benefits 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 (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, and associate emergency fund. Benefit offerings and eligibility requirements vary. Equal Employment Opportunity 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. #J-18808-Ljbffr