Current jobs related to Client Advisor-Commercial Card - Kansas City - UMB Financial Corporation

  • Client Advisor-Commercial Card

    3 months ago

    Kansas City, United States UMB Financial Corporation Full time

    Are you ready to be part of something more? You're more than a means to an end-a 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...

  • Commercial Card Manager

    2 weeks ago

    Oklahoma City, United States Fidelity Bank Full time

    COMMERCIAL CARD MANAGER Job Overview: Fidelity’s Commercial Card department provides businesses a comprehensive suite of tools to help improve their cash flow, streamline payments, minimize instances of fraud and provide information reporting. The Commercial Card team members operate with a problem-solving mindset, considering the different ways in which...

  • Commercial Card Manager

    2 weeks ago

    Oklahoma City, United States Fidelity Bank Full time

    COMMERCIAL CARD MANAGER Job Overview: Fidelity’s Commercial Card department provides businesses a comprehensive suite of tools to help improve their cash flow, streamline payments, minimize instances of fraud and provide information reporting. The Commercial Card team members operate with a problem-solving mindset, considering the different ways in which...

  • Private Client Advisor

    3 weeks ago

    Kansas City, United States Commerce Bancshares, Inc. Full time

    The Private Client Advisor PCA is accountable for the delivery of comprehensive advice and customized wealth management solutions for a portfolio of relationships comprised of fiduciary, investment management, and custody clients, and in their role Client Advisor, Advisor, Private, Relationship Manager, Financial Planning, Management

  • Manager of Commercial Card Product and Sales Support

    4 days ago

    Leawood, Kansas, United States CrossFirst Bank Full time

    Overview:The Manager of Commercial Card Product and Sales Support is tasked with overseeing the product lifecycle of our commercial card solutions, delivering technical sales assistance to the Treasury Sales team, and ensuring an exceptional client experience. This role is crucial in fostering product innovation, refining sales processes, and collaborating...

  • Client Advisor- Rolex; Roosevelt Field

    1 month ago

    Garden City, United States Tourneau|Bucherer Full time

    Job Title: Client Advisor- Rolex Reports to: Store Director Division: Retail, Multi-brand Overview The Client Advisor-Rolex is responsible for providing an outstanding client experience and meeting or exceeding sales objectives, with a specialized ambassador focus on the Rolex brand. This advisor will be an expert on the heritage of the brand, product...

  • Insurance Client Advisor

    1 week ago

    Kansas City, Missouri, United States Holmes Murphy & Associates Full time

    Holmes Murphy & Associates stands as one of the largest privately owned insurance brokerage firms in the United States. Our commitment is to enhance health, safeguard wealth, and provide tranquility to our clients. We take pride in fostering an environment where our employees are passionate about their work and their colleagues.We are eager to welcome a...

  • Plumbing System Advisor

    2 months ago

    Kansas City, United States Inception Plumbing Full time

    Job DescriptionJob DescriptionBecome a full-time Plumbing System Advisor with Inception Plumbing, LLC to build a lucrative career while positively impacting customers throughout Kansas City, MO! This role is perfect for someone who loves interacting with all kinds of people to help solve problems, propose solutions and get results!WHY CHOOSE US?Here at...

  • Commercial Locksmith Subcontractor

    3 months ago

    Kansas City, United States Absolute Lock and Security Full time

    Job DescriptionJob DescriptionCalling all adventurous souls with a knack for locks and a passion for security! Absolute Lock and Security is seeking fearless individuals to join our elite team as Commercial Locksmith Subcontractors. Brace yourself for an adrenaline-fueled career where you'll conquer locks, safeguard commercial spaces, and earn an...

  • Fiber Engineer

    1 month ago

    Kansas City, United States Client Full time

    Field Fiber Engineer (Data Center / Telecoms / Fiber) $75'000 + Car allowance + Overtime Time & Half + 401(k) + Healthcare + Fuel card Kansas City - Field basedAre you a field engineer from the data center and telecom industry and looking to join a high growth and stable telecom organization offering steady and secure long term career prospects?Here is a...

  • Field Engineer

    1 month ago

    Kansas City, Missouri, United States Client Full time

    Field Engineer (Data Center / Telecoms / Fiber) $75'000 + Car allowance + Overtime Time & Half + 401(k) + Healthcare + Fuel card Kansas City - Field basedAre you a field engineer from the data center and telecom industry and looking to join a high growth and stable telecom organization offering steady and secure long term career prospects?Here is a great...

  • Senior Commercial Banker

    4 days ago

    Kansas City, Missouri, United States Simmons Bank Full time

    Join a company that values commitment and passion in its operations At Simmons Bank, we prioritize customer engagement and dedication in our business practices. The Senior Commercial Banker is responsible for the acquisition, development, and retention of intricate commercial relationships while effectively cross-selling the Bank's diverse offerings through...

  • Fitness Advisor

    3 months ago

    Kansas City, United States Genesis Health Clubs Full time

    Job DescriptionJob DescriptionJob Title: Fitness Advisor Location: Liberty Fitness Advisors provide information and guidance to prospective members regarding club facilities, programs, membership procedures and pricing, in addition to educating current, new and potential members on the benefits of regular exercise.Duties and Responsibilities:Assist in...

  • Director - Commercial Banking

    1 week ago

    Kansas City, United States CommunityAmerica Credit Union Full time

    Summary The Director, Commercial Banking is responsible for defining and executing commercial portfolio growth strategies, delivering an exceptional client experience, managing a consultative sales process, and leading teams to support the credit unions focus on serving businesses. Responsible for developing new relationships and delivering an exceptional...

  • Commercial Banker II

    3 months ago

    Kansas City, United States Simmons Bank Full time

    It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Commercial Banker II is focused on acquiring, growing, and retaining large more complex commercial relationships while cross selling the Bank's other business lines through a focused and structured client...

  • Client Relations Specialist

    1 week ago

    Kansas City, Missouri, United States CommunityAmerica Credit Union Full time

    Overview:CommunityAmerica Credit Union is a registered investment advisor and broker-dealer, dedicated to providing a wide range of financial planning and investment services to our members across the nation. As a subsidiary of CommunityAmerica, we prioritize understanding and addressing the unique financial needs of our members throughout their financial...

  • Commercial Equipment Service Specialist

    1 week ago

    Kansas City, Missouri, United States LMK Recruiting Full time

    Job OverviewPosition Title: Service TechnicianCompensation: $25-$35/hrRole Summary:We are looking for a qualified and proficient Service Technician to enhance our workforce. This role involves the maintenance, diagnosis, and repair of various commercial systems, including chillers, boilers, cooling towers, fire/sprinkler systems, plumbing, electrical...

  • Commercial Equipment Service Specialist

    1 week ago

    Kansas City, Missouri, United States LMK Recruiting Full time

    Job OverviewPosition Title: Service TechnicianCompensation: $25-$35/hrRole Summary:We are looking for a proficient and knowledgeable Service Technician to enhance our workforce. This role involves the servicing, diagnosing, and repairing of various commercial equipment, such as chillers, boilers, cooling towers, fire/sprinkler systems, plumbing, electrical...

  • SVP, Institutional Client Advisor

    4 weeks ago

    California City, United States Franklin Templeton Investments Full time

    At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring...

  • Client Advisor

    24 hours ago

    Garden City, Michigan, United States Neiman Marcus Group Full time

    About Neiman Marcus GroupWe are a relationship-driven business that prioritizes love and connection in everything we do for our customers, associates, brand partners, and communities. Our legacy of innovation and culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. Our brands include Neiman Marcus and Bergdorf Goodman.Your RoleAs a...

Client Advisor-Commercial Card

2 months ago

Kansas City, United States UMB Financial Corporation Full time
Are you ready to be part of something more?

You're more than a means to an end-a 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 opportunity. UMBers are known for having multiple careers here and having their voices heard.

UMB's bottom line is directly impacted by the growth of our commercial loan portfolio and revenue generating lines of business in Treasury Management and Commercial Card. The team consists of Commercial Relationship Managers, Treasury/Card Sales Officers, Account Executives, and Implementation Specialists. This team manages the commercial payments relationships throughout its life - developing meaningful connections with management of companies, government and non-profits they serve. Always mindful of the changes in the company, its industry, etc., over time that might create a change in their financial service needs.

As a Client Advisor - Commercial Card you will align to a geographic banking territory and/or Account Executive (AE)/Card Sales Officer (CSO) in support of Tier 2 and Tier 3 Commercial Card Program Clients and Program Administrators. In this role, you deliver the Unparalleled Customer Experience through multiple contact channels including phone, email, and in person by working with the Commercial Banking Officer, Account Executive, Card Sales Officer, Program Administrator or Company Contact.

How you will spend you time:
  • You will be a subject matter expert and point of contact for Program Administrators, Company Contacts and internal Business Partners to provide consultation, research, and solutions for complex card program inquiries, issues and escalations to appropriate resolution.
  • You will track client issues & resolution, work with appropriate resources to ensure follow up and satisfaction of client or business partner.
  • You will provide proactive communication with clients and internal business partners regarding all components of client experience and set proper expectations.
  • You will provide training and education to clients and business partners on all program tools and best practices as needed through multiple communication channels including in person.
  • You will participate in identification of process improvement and program growth opportunities through root cause analysis and program review.
  • You will work with clients and internal resources to implement process improvements and develop strategic program solutions for clients.
  • You will complete complex administrative requests such as creating card strategies, account modifications, expense management best practices, and other card program maintenance.
  • You will work with AE/CSO to develop program reviews and delivery of periodic materials to assist in program growth and development including training, and best practice knowledge sharing.
  • You will adapt and learn changes to systems tools, changes to programs, updates, and internal communications including compliance and policy and procedure changes as needed.
  • You will complete special projects and any other duties as assigned.
We are excited to talk to you if you:
  • Bachelors Degree or equivalent relevant experience
  • 2 years of credit card program or financial services experience;
  • OR 3 5 years Client Relationship Management, Customer Service & Sales experience in a related field, Operations Technical Support experience, or equivalent education
  • Demonstrated attention to detail
  • Are a strong team player
  • Can own a process from end to end
  • Drive for results in support of growing the business,
  • Focus on the client
  • Have complex problem solving skills and ability to translate client needs
  • Proactive follow through on issues for resolution
  • Strong written and verbal communication skills
  • Ability to identify and solve routine technical and end user system tools issues
  • Ability to effectively manage multiple requests, concerns and problems in a professional manner requiring significant attention to detail
  • Excellent interpersonal skills
  • Demonstrated ability to communicate with multiple levels of leadership and lines of business effectively and professionally


Compensation Range:
Minimum: $38,910.00 - Maximum: $90,090.00

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.

Are you ready to be part of something more?
You're more than a means to an end-a 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.

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.