Commercial Relationship Specialist
4 weeks ago
Commercial Relationship Specialist-Francise Finance & HealthcareAt UMB Bank, the Commercial Relationship Specialist provides a highly skilled level of support to Relationship Managers and clients within Commercial Banking while maintaining and supporting the development of relationships with customers and internal partners. Primary responsibilities include:Assisting Relationship Manager(s) by performing daily support activities related to client relationships and keeping respective Relationship Manager informed when appropriate.Acting as point of contact for Commercial Banking clients for all servicing requests related to client relationship.Managing post-closing requirements such as exception citing's, collateral perfections, covenant items, etc.Working closely with Treasury Management team to successfully onboard new Deposit Account and Treasury Services for clients as well as providing guidance to clients to the appropriate resource for servicing and assistance.Maintaining client records for both loan and deposit accounts.Providing professional and courteous customer service while answering questions, researching issues, and providing resolutions as needed.Facilitating loan payoffs and collateral release requests.Assisting with Analysis Refund requests.Facilitating no-pin wires.Assisting with transfers.Handling customer overdraft communication and decisioning.Providing and assisting with Loan and Deposit Account information/documentation.Requirements include a high school diploma or GED and three (3) years general banking experience or a bachelor's degree and two (2) years banking or client support experience. Application Deadline: December 31, 2025.Compensation Range: $37,490.00 - $71,920.00. The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information.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.UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
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Client Relationship Specialist
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Client Relationship Specialist
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