Customer Care Specialist

We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Also remove lines like "This position was posted on 09/16/2026. The application deadline..." etc. Also remove benefit description? Actually benefits are substantive: we have a paragraph describing benefits. So we need Benefits section with that content. Pay: we have compensation range $38,916 - $57,244. So Pay section with that. Schedule: we have "You must be able to work M-F 1030am-7pm CT". So Schedule section with that. About the role: maybe a brief intro: "The Customer Care Specialist delivers the Unparalleled Customer Experience and build relationships through customer interactions to resolve issues..." etc. We'll put that as About the role. Responsibilities: list of duties. Many bullet-like sentences. We'll extract duties into

• . Requirements: maybe education/experience: associate degree or equivalent work experience, 2 years experience in Loan Customer Service, etc. Qualifications: maybe knowledge of banking products, systems, policies, etc. Skills: maybe communication, ability to interact with multiple systems, privacy regulations, etc. We need to avoid duplication. Let's parse. Original text sections: - Intro: "The Customer Care Specialist delivers the Unparalleled Customer Experience and build relationships through customer interactions to resolve issues. They serve as subject matter expert and point of contact for Mainstream call center agents, branch representatives, Private Wealth advisors, Program Administrators and internal Business Partners to provide consultation, research, and solutions for complex inquiries, issues, and escalations related to consumer loans. Performance will be measured based on Call Quality, Attendance, Adherence to Schedule, and Compliance/Errors. Associate must demonstrate professionalism in all internal and external interactions including all Mutual Funds, Private Wealth, and Consumer Loans clients and customers." - "How You Will Spend Your Time" then list of responsibilities: - Provide service and support to our customers through multiple contact portals. This will require the ability to access multiple systems for appropriate products. - Associate will learn and maintain skills through peer and on the job training. - Must review and adhere to regular departmental communications/alerts. - Associate will be part of a team atmosphere and expected to participate and interact with all members of their team, leadership, and other Lines of Business in an appropriate manner. - Review all processes and procedures critically to determine efficiency and recommend changes as needed. - Maintain a high level of knowledge/awareness in current business objectives. - Stay current with all new product offerings/enhancements, regulatory/legislative changes, and changes in technology. - Act as subject matter expert and point of contact for Mainstream call center agents, branch representatives, Private Wealth advisors, Program Administrators and internal Business Partners to provide consultation, research, and solutions for complex inquiries, issues, and escalations related to consumer loans. - Provide proactive communication with clients and internal business partners (Branch, Private Wealth and IBIS) regarding all components of client experience and set proper expectations. - Research escalated issues and resolve or refer resolution to appropriate teams. - Delivers exceptional customer service to customers and clients when identifying and resolving needs. - Associate is responsible for UMB consumer and small business, mutual funds, private wealth, and consumer loans. - Mutual Fund duties include but are not limited to the following Receiving inbound calls form UMB employees, Clients, Customers, and 3rd Party contacts. Approving debit card applications in Acesys Completing email requests through the Mutual Fund and Debit email boxes Lost/Stolen (ST) report completion Mutual Funds request logs Debit Work cases Rapid Reports Demographics Reports Processes non Fraud disputes and temporary credits for Private Banking and Institutional Banking and Investor Services (IBIS) - Performs other duties as assigned - Loans duties include but are not limited to the following Receiving inbound calls form UMB employees, Clients, Customers, and 3rd Party contacts Complete Loan Payoff requests for a variety of products according to bank policy Calculating finance charges Demographic Updates Performs other duties as assigned - Then "We're excited to talk with you if" list of qualifications/requirements: - You have an associate degree or equivalent work experience - You have 2 Years experience in Loan Customer Service - Must be able to work M-F 1030am-7pm CT - You have knowledge of basic banking products including checking, loans, debit and accounts - Knowledge of Mainframe, TSYS/TCS, Hogan, FIS, and Power Image - Knowledge of policies and regulations (i.e. Disputes, Fraud, Patriot Act, Check 21, Reg. E,) - You are able to work escalated matters appropriately and professionally to a resolution - You have experience interacting with customers via multiple contact portals - You demonstrate strong written and verbal communication skills with all levels of management and Lines of Business partners - You have the ability to interact with and manage multiple computer systems to access client information - You have an understanding of privacy regulations and the need to authenticate customers prior to discussing account information - You demonstrate the ability to learn and pass assessments/training certificates - Then posting date and deadline (remove). Then compensation range. - Then benefits paragraph. - Then motivational fluff (remove as boilerplate? It's more culture fluff; maybe considered boilerplate? It's not EEO but still fluff. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The culture fluff maybe not required to remove but could be considered boilerplate? It's not legal/EEO. Might keep? But we should prefer substantive sections; that fluff is not specific to role. Likely remove as it's not substantive detail. Also remove EEO statement at end. Thus we will craft sections: About the role: combine intro paragraph(s) that describe role. Responsibilities: list from "How You Will Spend Your Time" and the detailed duties. Requirements: maybe education/experience: associate degree or equivalent work experience, 2 years experience in Loan Customer Service. Qualifications: maybe knowledge of basic banking products, systems, policies. Skills: communication, ability to interact with multiple systems, privacy regulations, ability to learn and pass assessments, ability to work escalated matters, etc. Pay: compensation range. Schedule: M-F 10:30am-7pm CT. Benefits: list of benefits. We must not repeat content unnecessarily. Ensure we preserve all substantive info. Let's extract each piece. About the role: The first paragraph(s) before "How You Will Spend Your Time". That includes: "The Customer Care Specialist delivers the Unparalleled Customer Experience and build relationships through customer interactions to resolve issues. They serve as subject matter expert and point of contact for Mainstream call center agents, branch representatives, Private Wealth advisors, Program Administrators and internal Business Partners to provide consultation, research, and solutions for complex inquiries, issues, and escalations related to consumer loans. Performance will be measured based on Call Quality, Attendance, Adherence to Schedule, and Compliance/Errors. Associate must demonstrate professionalism in all internal and external interactions including all Mutual Funds, Private Wealth, and Consumer Loans clients and customers." We'll put that as About the role. Responsibilities: All bullet points under "How You Will Spend Your Time" and the detailed duties. Let's list them as items. We need to avoid duplication: Some points repeat earlier like "Act as subject matter expert..." which is similar to earlier but it's okay to keep if it's part of responsibilities. We'll keep unique items. Let's extract: - Provide service and support to our customers through multiple contact portals. This will require the ability to access multiple systems for appropriate products. - Associate will learn and maintain skills through peer and on the job training. - Must review and adhere to regular departmental communications/alerts. - Associate will be part of a team atmosphere and expected to participate and interact with all members of their team, leadership, and other Lines of Business in an appropriate manner. - Review all processes and procedures critically to determine efficiency and recommend changes as needed. - Maintain a high level of knowledge/awareness in current business objectives. - Stay current with all new product offerings/enhancements, regulatory/legislative changes, and changes in technology. - Act as subject matter expert and point of contact for Mainstream call center agents, branch representatives, Private Wealth advisors, Program Administrators and internal Business Partners to provide consultation, research, and solutions for complex inquiries, issues, and escalations related to consumer loans. - Provide proactive communication with clients and internal business partners (Branch, Private Wealth and IBIS) regarding all components of client experience and set proper expectations. - Research escalated issues and resolve or refer resolution to appropriate teams. - Delivers exceptional customer service to customers and clients when identifying and resolving needs. - Associate is responsible for UMB consumer and small business, mutual funds, private wealth, and consumer loans. - Mutual Fund duties include but are not limited to: - Receiving inbound calls from UMB employees, Clients, Customers, and 3rd Party contacts. - Approving debit card applications in Acesys. - Completing email requests through the Mutual Fund and Debit email boxes. - Lost/Stolen (ST) report completion. - Mutual Funds request logs. - Debit Work cases. - Rapid Reports. - Demographics Reports. - Processes non Fraud disputes and temporary credits for Private Banking and Institutional Banking and Investor Services (IBIS). - Performs other duties as assigned. - Loans duties include but are not limited to: - Receiving inbound calls from UMB employees, Clients, Customers, and 3rd Party contacts. - Complete Loan Payoff requests for a variety of products according to bank policy. - Calculating finance charges. - Demographic Updates. - Performs other duties as assigned. We could combine "Performs other duties as assigned" maybe once. Requirements: Associate degree or equivalent work experience; 2 Years experience in Loan Customer Service. Qualifications: Knowledge of basic banking products including checking, loans, debit and accounts; Knowledge of Mainframe, TSYS/TCS, Hogan, FIS, and Power Image; Knowledge of policies and regulations (i.e. Disputes, Fraud, Patriot Act, Check 21, Reg. E,); Understanding of privacy regulations and need to authenticate customers prior to discussing account information; Ability to learn and pass assessments/training certificates. Skills: Ability to work escalated matters appropriately and professionally to a resolution; Experience interacting with customers via multiple contact portals; Strong written and verbal communication skills with all levels of management and Lines of Business partners; Ability to interact with and manage multiple computer systems to access client information. Pay: Compensation Range $38,916 - $57,244. Schedule: Must be able to work M-F 10:30am-7pm CT. Benefits: List from paragraph: "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." We'll put that as
  • items. Now ensure we don't include boilerplate like EEO statement at end. Remove. Now produce HTML fragment with headings

    and content. We'll not include