UMB Bank · 1 day ago
Commercial Service Specialist
United States
Full-time
Remote
Mid Level
$51K/yr - $99K/yr
3+ years expUMB Bank is a financial institution seeking a Commercial Service Specialist to support and manage day-to-day operations for commercial banking clients. The role involves servicing treasury products, loans, and deposits, while ensuring a high-quality client experience through proactive relationship management and collaboration with internal teams.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
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
A comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
Health savings
Flexible spending
Dependent care accounts
Adoption assistance
An employee assistance program
Fitness reimbursement
Tuition reimbursement
An associate wellbeing program
An associate emergency fund
Various associate banking benefits
Company
UMB Bank
UMB Financial Corporation is a commercial bank that offers various financial services.
1001-5000 employees
H1B Sponsorship
UMB Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (15)
2024 (20)
2023 (14)
2022 (33)
2021 (11)
2020 (18)
Funding
Current Stage
Public CompanyTotal Funding
$606.13M2025-05-29Post Ipo Equity· $294.53M
2024-04-29Post Ipo Equity· $201.6M
2022-09-23Post Ipo Debt· $110M
Leadership Team
Brian Hutchin
Executive Vice President, Director of Healthcare Services at UMB, Institutional Banking Division
Phillip Mason
President of Institutional Banking
Recent News
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