Commercial Implementation Specialist

UMB Bank•Kansas City, MO

11d•$51,480 - $99,330

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.

Requirements

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.

Responsibilities

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