Comml Relationship Spec

UMB Bank•Springfield, MO

About The Position

The Commercial Relationship Specialist role provides a highly skilled level of support to Relationship Managers and Clients within Commercial Banking while maintaining and supporting the development of relationships with customers and internal partners.

Requirements

High School Diploma or GED and three (3) years general banking experience
Or, a Bachelor's degree and two (2) years banking or client support experience

Responsibilities

Assist Relationship Manager(s) by performing daily support activities related to client relationships and keep respective Relationship Manager informed when appropriate
Act as point of contact for Commercial Banking clients for all servicing requests related to client relationship
Manage post-closing requirements such as exception citing's, collateral perfections, covenant items, etc.
Work closely with Treasury Management team to successfully onboard new Deposit Account and Treasury Services for clients as well as provide guidance to clients to the appropriate resource for servicing and assistance
Maintain client records for both loan and deposit accounts
Provide professional and courteous customer service while answering questions, researching issues, and providing resolutions as needed
Facilitate loan payoffs and collateral release requests
Assist with Analysis Refund requests
Facilitate no-pin wires
Assist with transfers
Handle customer overdraft communication and decisioning
Provide and assist with Loan and Deposit Account information/documentation

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