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Commercial Account Specialist

Commercial Account Specialist

UMBKansas City, MO, US
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Job Title

Duties & Responsibilities

For the assigned business unit :

  • Process exception or escalated tasks for time critical or high-profile issues to ensure satisfactory resolution
  • Communicate timely and effectively with all clients (including high profile clients) and / or internal and external business partners
  • Maintain knowledge, understanding, and follow all bank policies and procedures
  • Investigate exceptions and / or errors to identify cause and corrective action
  • Assist manager with daily workflow assignment, monitoring productivity, training, maintaining quality metrics and resolving incidents.
  • Participate in quality assurance and disaster recovery testing, or other projects as assigned by manager
  • Understand and remain current on related industry activity, changes, regulations, announcements
  • Process daily work associated with your department including but not limited to account or file reconciling, prep work for processing, post adjustment entries, research and resolve or escalate operational or transactional issues
  • Identify potential process improvements and implement documented solutions along with developing new or updating procedures
  • Ability to utilize technical aptitude that allows for quick learning of company systems, platforms, and products
  • Perform other duties as assigned

Knowledge & Skills

MINIMUM :

  • Demonstrates attention to detail, organization, and time management skills
  • Ability to communicate clearly with coworkers, managers, business partners, and clients, written and verbally
  • Ability to utilize technical aptitude that allows for quick learning of company systems, platforms, and products
  • Demonstrates ability to work effectively in a team environment
  • Demonstrate knowledge of risk types and ability to mitigate independently or escalate appropriately
  • Possesses strong customer services skills
  • Ability to work autonomously, escalating issues or problems as appropriate
  • Ability to recognize errors, issues, special requests, or inconsistencies in daily operations to solve or escalate to appropriate associate or manager
  • Demonstrates organization / time management and ability to perform job functions with numerous interruptions
  • PREFERRED :

  • Ability to understand processes end to end and cross-functional work with other operational units
  • Demonstrates strong problem-solving skills
  • Familiarity with one or more specific bank operations functions, including but not limited to ACH, Wires, Deposit Operations
  • Strong analytical skills
  • Requirements

    MINIMUM :

  • Associate degree or equivalent experience
  • Five (5) years' experience with banking or financial processing or equivalent experience
  • PREFERRED :

  • Associate's or bachelor's degree or accounting coursework
  • Five (5) years specific bank operations experience, including but not limited to ACH, ATM, Lockbox, Wires, Deposit Ops
  • Work Environment :

    Normal office environment

    Compensation Range :

    $38,910.00 - $75,080.00

    UMB offers competitive and varied benefits to eligible associates, such as 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; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

    Are you ready to be part of something more? You're more than a means to an enda way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

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    Commercial Account Specialist • Kansas City, MO, US