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.
Requirements
- 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
- 401(k) matching program
- annual incentive pay
- paid holidays
- comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- health savings, flexible spending, and dependent care accounts
- adoption assistance
- employee assistance program
- fitness reimbursement
- tuition reimbursement
- associate wellbeing program
- associate emergency fund
- various associate banking benefits
