UMB Bank TM Implementation & Svc Spec in Kansas City, Missouri
What You'll Do:
Role will align to a geographic banking territory and Treasury Management Sales Officer (TMO) in support of Commercial Tier 1, Commercial/Small Business Tier 3 and Commercial/Business Banking Tier 2. Responsibilities include but are not limited to:
Primary interface with clients, (via all forms of communication, phone, email, in person) TMO or Commercial Banking Officer to ensure best in class service.
Facilitate and support implementation and maintenance of all Treasury Management products and services across multiple Operational teams and partners.
Prepare and coordinate required customer documentation including but not limited to, addition of incremental TM services, adding/deleting accounts and users, update of user profiles, maintenance of existing users.
Manage SLA's and priority requests by utilizing BPM (Business Process Management) workflow tool for processing of requests.
Ensure adherence to documentation and Compliance requirements by validating authorized signers against organization resolutions, signature cards and other applicable entity documents.
Work closely with Commercial Document Review & Commercial Relationship Specialists when discrepancies in client entity documentation is discovered.
Through daily interactions assist clients with product & service training, this includes navigation of all banking services within UMB Direct, testing and uploading of Positive Pay Files, File Transmissions, BAI and EDI file support.
Provide support for RFP's (Request for Proposals), Pricing pro-formas, Client Reviews, Billing, Exception/Waived Pricing.
Lead and/or facilitate training and education of clients including demos
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.
Will complete special projects and other duties as assigned.
In this Role, You will Need:
Demonstrates attention to detail, strong team player, take end-to-end ownership, drive for results in support of growing the business, sustain intensity and optimism while focusing on the client
Working knowledge of Implementation, Servicing or Operations at a Financial Services Company
Working knowledge of all bank platforms, systems, products
Demonstrates excellent oral/written communication skills
Demonstrates organization and ability to multi-task in a fast-paced environment
Demonstrates high motivation, ability to work independently, self-starter
Individual must possess strong analytical and problem solving skills and demonstrate willingness to be innovative
Demonstrates Proficiency of Microsoft Office software(Excel, Word, PowerPoint)
Ability to learn and speak confidently on all Treasury Management Products
Who You Are:
Bachelor's degree or equivalent relevant experience
4 years Commercial Banking or Treasury/Cash Management experience, Customer Service & Sales or experience in related field
Client Relationship Management experience.
- Certified Treasury Management Professional
TM Implementation & Service Specialist
928 Grand Blvd