Commercial Service Specialist

🕒 2 days ago

🏄 California, Colorado, +12 more states – Remote

🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🌽 Illinois – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote ❄️ Minnesota – Remote 🔔 Pennsylvania – Remote ⚓ Rhode Island – Remote 🤠 Texas – Remote ☕ Washington – Remote 🧀 Wisconsin – Remote

💵 $51.5k - $90.8k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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UMB Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1913

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

UMB Bank is a financial services company that provides a variety of banking solutions for personal, business, and institutional clients. They offer personal banking products such as checking accounts, savings accounts, credit cards, loans, and wealth management services. For businesses, UMB Bank provides cash flow management, lending, credit cards, capital finance, and employee benefit solutions. The company also delivers institutional solutions, including capital markets, fund services, and institutional and fintech banking. UMB Bank focuses on delivering tailored banking services with expertise across various sectors, leveraging their understanding of the financial industry's complexities.

📋 Description

• 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 • Help to onboard new checking, savings, and CD accounts for clients • Understand the client’s expectations and needs to serve as the point person for all their banking 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 The Unparallelled Customer Experience (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 banking needs, questions, research, etc. • 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

🎯 Requirements

• High school education or equivalent and 3+ 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

🏖️ 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