Commercial Implementation Specialist

UMB Bank • Kansas City, MO

4d

About The Position

In this position, 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. In this role, you will partner with Relationship Managers (RM), Treasury Management Officer (TMO), Commercial Service Specialists (CSS) and Commercial Account Specialist (CAS) to ensure seamless client onboarding journey. The Commercial Implementation Specialist is responsible for the management of multiple simultaneous projects with regular updates and reporting to senior level associates. This position is responsible for managing the overall development & deployment with each client including maintaining all Commercial Implementation project plans, compiling issues, and ensuring updates to the plans are documented. This position will work closely with sales and product teams to secure necessary resources to implement products for both new and existing clients in a timely manner. You will have the responsibility of working with the Client, Sales team, and IT to ensure approved projects stay on task and within scope. During implementation this position will be the central interface between UMB and the customer, coordinating project tasks or any client-specific customizations that may be requested.

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
• Strong attention to detail and follow-through
• Ability to work through partnership and own deliverables
• Strong understanding of customer facing internet-based applications
• Time management and organizational skills
• Strong verbal and written communication skills
• Strong presentation and negotiating skills
• Strong understanding of commercial treasury products
• Working knowledge and understanding of implementation, servicing, and operational processes, preferably at a financial services company
• Working knowledge of all bank platforms, systems, products
• Ability to work concurrently on multiple onboarding projects of varying durations and complexities with limited supervision in a fast-paced environment
• Highly motivated and ability to be a self-starter and work independently
• Strong analytical and problem-solving skills and a willingness to be innovative
• Strong 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
• Will 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED