Supervisor - Treasury Implementation

UMB Bank•Kansas City, MO

22h•Onsite

About The Position

This role will manage and lead a team that performs TM implementations and post-sales activities. The Supervisor will track client implementations, technical issues & resolutions by working with appropriate resources to ensure issues have been resolved to client satisfaction. They will ensure proactive communication with clients and internal partners, and create and reinforce the unparalleled customer experience through client support, implementation, and post-sales support, driving client retention and engagement. The Supervisor will develop, communicate, and review performance objectives for the team, and achieve performance metrics, client retention goals, and other key objectives. They will champion process innovations, systems efficiencies, and performance enhancements. This role collaborates with Operations, Treasury Management sales, and other key groups to ensure delivery of services and partners with leaders in cross-functional teams to provide client support. The Supervisor will oversee and develop the team by setting goals and reviewing progress, conducting oversight of service & operational duties, facilitating training, providing feedback, coaching, conducting performance appraisals and salary recommendations. They will educate associates on new or updated policy, procedure, and regulatory requirements. This role builds and submits communication to the Director of TM Implementation and Service, and determines capacity planning to ensure proper staffing. The Supervisor analyzes data to identify trends, understand the root causes of contact drivers to determine process improvements and/or training needs, find efficiencies, and provide reporting on specific team metrics. They evaluate risk and the need for exception-based decisions, and train to any new processes developed by the commercial administration team. This role will problem solve for complex clientele and handle client escalations, and perform other duties as assigned.

Requirements

Bachelor’s degree in Accounting, Business Administration/Management or Finance
3+ years experience supporting Treasury Management and/or banking solutions
1+ years Team Lead/Supervisory experience OR any combination of education and experience that would provide an equivalent background
Problem solving ability through interaction with associates, clients and business partners
Strong interpersonal, written, and verbal communication skills
Ability to mobilize internal resources to resolve issues
Strong analytical ability with attention to detail
Strong organization and prioritization skills
Proven ability to manage multiple priorities effectively

Responsibilities

Track client implementations, technical issues & resolutions by working with appropriate resources to ensure issues have been resolved to client satisfaction
Ensure proactive communication with clients and internal partners
Create and reinforce the unparalleled customer experience through client support, implementation, and post-sales support, driving client retention and engagement
Develop, communicate, and review performance objectives for the team
Achieve performance metrics, client retention goals, and other key objectives
Champion process innovations, systems efficiencies, and performance enhancements
Collaborate with Operations, Treasury Management sales, and other key groups to ensure delivery of services
Partner with leaders in cross-functional teams to provide client support
Oversee and develop the team, by setting goals and reviewing progress, conducting oversight of service & operational duties, facilitating training, providing feedback, coaching, conducting performance appraisals and salary recommendations
Educate associates on new or updated policy, procedure, and regulatory requirements
Build and submit communication to the Director of TM Implementation and Service
Determine capacity planning to ensure proper staffing
Analyze data to identify trends, understand the root causes of contact drivers to determine process improvements and/or training needs, find efficiencies, and provide reporting on specific team metrics
Evaluate risk and the need for exception-based decisions
Train to any new processes developed by the commercial administration team
Problem solve for the complex clientele and handle client escalations
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