Treasury Service Specialist

UMB Bank•Fort Worth, TX

20d

About The Position

As the Treasury Service Specialist will support and manage the day-to-day operations of the Commercial Bank servicing of treasury products, loans, and deposits by handling client requests while working hand in hand with internal teams, including implementations, treasury team, and banking officers. As the primary contact, you will be a vital part of the client’s relationship to help deliver growth and opportunity by creating a trusting relationship. How you will spend your time: Serve as primary point of contact for commercial clients via phone or email to support day-to-day servicing needs Develop a relationship with the client proactively to identify solutions to problems and improve the client experience Understand the client’s expectations and needs to serve as the point person for all their treasury needs Respond with a sense of urgency to all internal and external client calls, questions and/or concerns Work in collaboration with the Relationship Team while setting clear expectations regarding deliverables and due dates Ensure TUCE through quality service and coordination of client needs with other functions as needed and serve as liaison for client Provide client point of contact for day-to-day Treasury Management needs, questions, research, etc. Prepare and coordinate appropriate customer documentation including but not limited to, adding/deleting accounts, addition of new users, update of user profiles, and maintenance of existing users within UMB Direct Assist clients with product solution needs and implement incremental new Treasury Management Products & Services for on time delivery through daily interactions Manage resolution of client needs by identifying and coordinating appropriate bank resources by partnering with internal departments to ensure client needs are met and problems are followed through to resolution Identify opportunities proactively for clients to self-serve; Will complete special projects and other duties as assigned.

Requirements

High school education or equivalent
5+ years proven customer service experience OR any combination of education and experience that would provide an equivalent background preferably in banking or financial services
Excellent professional verbal and written communication skills
Flexibility and ability to multi-task in a fast-paced environment with quick turnaround requests
Strong organizational skills
Attention to detail
Effective time management skills, disciplined self-motivation, resolution based problem solving abilities
Ability to work independently as well as in team environments
Good interpersonal and networking skills to work with other internal areas
Knowledge and understanding of Cash Management products and services, including but not limited to, Online Banking platforms, ACH, Wire and Bank Operations

Responsibilities

Serve as primary point of contact for commercial clients via phone or email to support day-to-day servicing needs
Develop a relationship with the client proactively to identify solutions to problems and improve the client experience
Understand the client’s expectations and needs to serve as the point person for all their treasury needs
Respond with a sense of urgency to all internal and external client calls, questions and/or concerns
Work in collaboration with the Relationship Team while setting clear expectations regarding deliverables and due dates
Ensure TUCE through quality service and coordination of client needs with other functions as needed and serve as liaison for client
Provide client point of contact for day-to-day Treasury Management needs, questions, research, etc.
Prepare and coordinate appropriate customer documentation including but not limited to, adding/deleting accounts, addition of new users, update of user profiles, and maintenance of existing users within UMB Direct
Assist clients with product solution needs and implement incremental new Treasury Management Products & Services for on time delivery through daily interactions
Manage resolution of client needs by identifying and coordinating appropriate bank resources by partnering with internal departments to ensure client needs are met and problems are followed through to resolution
Identify opportunities proactively for clients to self-serve
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