Commercial Implementation Specialist

Job Summary

You will lead and coordinate all aspects of the project life cycle with responsibility for the client journey through the implementation of new clients in Commercial Bank, supporting Treasury Management onboarding efforts across the entire Commercial footprint.

Key Responsibilities

• Partner with Relationship Managers (RM), Treasury Management Officer (TMO), Commercial Service Specialists (CSS) and Commercial Account Specialist (CAS) to ensure seamless client onboarding journey.
• Manage multiple simultaneous projects with regular updates and reporting to senior level associates.
• Manage the overall development & deployment with each client including maintaining all Commercial Implementation project plans, compiling issues, and ensuring updates to the plans are documented.
• Work closely with sales and product teams to secure necessary resources to implement products for both new and existing clients in a timely manner.
• Work with Client, Sales team, and IT to ensure approved projects stay on task and within scope.
• Coordinate project tasks or any client-specific customizations that may be requested during implementation.
• Onboard Treasury Management services for new clients to the bank, client projects with extended time frames, and technical client setups.
• Provide consultation for TMO and their clients in the program design and implementation process, as well as data extract design for data integration with clients’ internal systems.
• Translate client needs information received into an optimal system design.
• Prepare and coordinate appropriate client documentation for onboarding of client Treasury Management Services where needed.
• Present technical and applicable product material while training new clients on UMB applications and navigation of UMB platforms.
• Schedule and lead project calls with clients and key business partners.
• Lead collaboration with the project core team to develop and execute the implementation project plan, establishing clear expectations and providing transparency of timelines using project management principles and practices.
• Ensure deal deliverables are met and hold task owners accountable by managing implementation issues, escalations, and error resolution.
• Manage clear expectations and understanding, internally and externally by establishing clear timelines and managing documentation requirements.
• Update project tracking tool ensuring updates are clear, concise, and audience specific and provide project updates in a timely and accurate manner, ensuring stakeholders and business leaders receive an accurate and concise status of each project.
• Act as a subject matter expert, provides training to clients.
• Work with QA group to ensure test plans have been developed and all parties have properly tested.
• Oversee transition and handoff from project to service support.
• Complete special projects and other duties as assigned.

Qualifications

• A high school diploma or equivalent and 5+ years proven program implementation or service experience.
• Project management experience, OR any combination of education and experience that would provide an equivalent background.
• In depth understanding of customer facing internet-based applications.
• Great understanding of commercial treasury products.
• Working knowledge and understanding of implementation, servicing, and operational processes, preferably at a financial services company.
• Working knowledge of bank platforms, systems, products.
• Proficiency of Microsoft Office suite (Excel, Word, PowerPoint, Project).
• Knowledge and understanding of Web-based Treasury applications, including but not limited to Pep+, mainframe, UMB Direct, UMB Online Banking or equivalent.
• Knowledge and understanding of Cash Management products.

Compensation

The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.