Treasury Service Specialist

Treasury Service Specialist

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 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.

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
• Understand the client's expectations and needs to serve 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 as needed and serve as liaison for client
• Provide client point of contact for day-to-day Treasury Management needs, questions, research, etc.
• Prepare and coordinate appropriate customer documentation including but not limited to, adding/deleting accounts, addition of new users, update of user profiles, and maintenance of 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 to ensure client needs are met and problems are followed through to resolution
• Identify opportunities proactively for clients to self-serve; Will complete special projects and other duties as assigned.

We are excited to talk to you if:

• High school education or equivalent
• 5+ 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
• Knowledge and understanding of Cash Management products and services, including but not limited to, Online Banking platforms, ACH, Wire and Bank Operations

Compensation Range:

$67,869 - $99,836

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.

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.

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