UMB Bank Operations Specialist in Kansas City, Missouri

Duties and Responsibilities:

The Operations Specialist will perform complex processing and moderately complex financial calculations related to securities and cash transactions. They will be responsible to receive and review investment related to Corporate Actions. Complete workflow and transaction processing in a timely and professional manner. Perform a comprehensive review of documentation to ensure each is accurate and ensure transmission to the appropriate decision makers. Input election information into internal systems and depository systems ensuring 100% accuracy. Process cash and/or stock allocation payments accurately and timely. Perform review of associates work at the direction of the manager. Other duties as assigned.

Minimum Knowledge and Skills:

-Demonstrates ability to communicate clearly with coworkers, managers, and business partners.

-Demonstrated ability to work under time constraints to meet deadlines and complete transactions with a high level of accuracy and attention to detail.

-Demonstrates ability to perform multiple roles within a team.

-Demonstrates general knowledge of Microsoft Office Products, proficiency in excel and word.

-Demonstrates strong attention to detail.

-Demonstrates intermediate problem solving skills.

-Established accuracy in data entry of complex and critical information.

-Strong organizational skills as well as excellent analytical and problem solving skills, are required.

Culture of Diversity and Inclusion: We are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas.

Please visit us at to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.

Preferred Knowledge and Skills:

-Demonstrates ability to actively participate in team activities or work inititiatives.

-Demonstrates ability to effectively communicate in writing.

-Demonstrates ability to perform job functions with numerous interruptions.

-Demonstrates excellent analytical skills and problem solving skills.


We strive to deliver the unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity!

What you'll get:

Unique Benefit Programs : We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!!

Minimum Requirements:

-Associate Degree and 1 year experience in financial services industry OR Bachelors Degree OR 5 years experience in financial services industry.

-1 year experience with banking and/or custody systems.

Community Involvement: Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice.

Professional Development: We provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.

Preferred Requirements:

-Experience in a financial service or mutual fund environment.

-Global Plus experience.

Work Schedule:

Monday-Friday: 9:00am-5:30pm

Division Name:

Enterprise Technology & Ops

Job Title:

Operations Specialist

Requisition Number:



928 Grand Blvd



Postal Code:



Kansas City


Full Time