Treasury Service Specialist

Job Summary

Support and manage the day-to-day operations of the Commercial Bank servicing of treasury products, loans, and deposits by handling client requests while working hand in hand with internal teams.

Responsibilities

• Serve as primary point of contact for commercial clients via phone or email to support day-to-day servicing needs
• Develop a relationship with the client proactively to identify solutions to problems and improve the client experience
• Understand the client's expectations and needs to serve as the point person for all their treasury needs
• Respond with a sense of urgency to all internal and external client calls, questions, and/or concerns
• Work in collaboration with the Relationship Team while setting clear expectations regarding deliverables and due dates
• Ensure TUCE through quality service and coordination of client needs with other functions as needed and serve as liaison for client
• Provide client point of contact for day-to-day Treasury Management needs, questions, research, etc.
• Prepare and coordinate appropriate customer documentation including but not limited to, adding/deleting accounts, adding new users, updating user profiles, and maintaining existing users within UMB Direct
• Aid clients with product solution needs and implement incremental new Treasury Management Products & Services for on-time delivery through daily interactions
• 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
• Identify opportunities proactively for clients to self-serve; Complete special projects and other duties as assigned

Requirements

• High school education or equivalent
• 5+ years proven customer service experience OR any combination of education and experience that would provide an equivalent background preferably in banking or financial services

Qualifications

• Excellent professional verbal and written communication skills
• Flexibility and ability to multi-task in a fast-paced environment with quick turnaround requests
• Strong organizational skills; Attention to detail
• Effective time management skills, disciplined self-motivation, resolution-based problem-solving abilities
• Ability to work independently as well as in team environments; Good interpersonal and networking skills to work with other internal areas
• Knowledge and understanding of Cash Management products and services, including but not limited to, Online Banking platforms, ACH, Wire, and Bank Operations

Benefits

Compensation ranges are provided for US Employees in California, Washington DC, New Jersey, and New York, US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin, and US Employees in all other states not listed above. Additional information on benefits is included with this job posting.

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