Supervisor - Treasury Implementation

UMB BankKansas City, MO
Onsite

About The Position

As the Supervisor – Treasury Management Implementation, you will manage and lead a team in TM (Treasury Management) implementations and post sales activities. You will 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. You will create and reinforce the unparalleled customer experience through client support, implementation, and post sales support driving client retention and engagement. You will develop, communicate, and review performance objectives for team. You will achieve performance metrics, client retention goals, and other key objectives. You will champion process innovations, systems efficiencies, and performance enhancements. You will collaborate with operations, Treasury Management sales, and other key groups to ensure delivery of services. You will partner with leaders in cross functional teams to provide client support.

Requirements

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

Responsibilities

  • Oversee and develop a team, by setting goals and reviewing progress, conducting oversight of service & operational duties, facilitating training, providing feedback, coaching, conducting performance appraisals and salary recommendations.
  • Educating associates on new or updated policy, procedure, and regulatory requirements.
  • Build and submit communication to the Director of TM Implementation and Service.
  • Responsible for determining capacity planning to ensure proper staffing.
  • Analyze data to identify trends, understand the root cause of contact drivers to determine process improvements and or training needs, find efficiencies, and provide reporting on specific team measurables.
  • Evaluate risk and the need for exception-based decisions.
  • Train to any new processes developed by commercial administration team.
  • Problem solving for complex clientele.
  • 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
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