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.

Preferred Requirements:

  • Certified Treasury Management Professional

Job Title:

TM Implementation & Service Specialist

Work Schedule:

Monday-Friday: 8:00am-5:00pm

Division Name:

Commercial Banking

Requisition Number:



928 Grand Blvd


Kansas City


Full Time