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Commercial Service Specialist - Remote Eligible

Support and manage daily commercial banking client service operations remotely
Remote
Junior
yesterday
UMB

UMB

A diversified financial services provider offering banking, asset management, and payment solutions to individuals and businesses.

Commercial Service Specialist-Remote

This role will support and manage the day-to-day operations and service of commercial banking clients. Including, but not limited to; 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. As the primary contact, you will be a vital part of the client's relationship to help deliver growth and opportunity by creating a trusting relationship.

How you will spend your time:

  • 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 unparalleled 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
  • Will complete special projects and perform other duties as assigned

We're excited to talk with you if you have:

  • 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 and good interpersonal and networking skills to work with other internal areas

Application Deadline: October 31, 2025

Compensation Range: 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.

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Commercial Service Specialist - Remote Eligible
Remote
Support
About UMB
A diversified financial services provider offering banking, asset management, and payment solutions to individuals and businesses.