Commercial Implementation Specialist

UMB Bank•Redwood City, CA

10d

About The Position

As the Commercial Implementation Specialist, you will be responsible for leading and coordinating 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 which includes set up of programs and any design. How you will spend your time: You will onboard Treasury Management services for new clients to the bank, client projects with extended time frames, and technical client setups. You will manage the onboarding by identifying and coordinating appropriate bank resources by partnering with internal areas/departments to ensure services are onboarded properly. You will 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. You will translate client needs information received into an optimal system design. You will prepare and coordinate appropriate client documentation for onboarding of client Treasury Management Services where needed. You will present technical and applicable product material while training new clients on UMB applications and navigation of UMB platforms. You will schedule and lead project calls with clients and key business partners. You will 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. You will ensure deal deliverables are met and holds task owners accountable by managing implementation issues, escalations, and error resolution. You will manage and coordinate client and internal partner communication and status updates, including senior stakeholders. You will demonstrate creative problem solving and solid judgment/decision making. You will take ownership, escalation, and resolution of risk issues. You will manage clear expectations and understanding, internally and externally by establishing clear timelines and managing documentation requirements. You will 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. You will act as a subject matter expert, provides training to clients. You will work with QA group to ensure test plans have been developed and all parties have properly tested. You will oversee transition and handoff from project to service support. You will complete special projects and other duties as assigned.

Requirements

High school diploma or equivalent
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

Responsibilities

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
Support Treasury Management onboarding efforts across the entire Commercial footprint which includes set up of programs and any design
Onboard Treasury Management services for new clients to the bank, client projects with extended time frames, and technical client setups
Manage the onboarding by identifying and coordinating appropriate bank resources by partnering with internal areas/departments to ensure services are onboarded properly
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 holds task owners accountable by managing implementation issues, escalations, and error resolution
Manage and coordinate client and internal partner communication and status updates, including senior stakeholders
Demonstrate creative problem solving and solid judgment/decision making
Take ownership, escalation, and resolution of risk issues
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

Benefits

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
various associate banking benefits