UMB Bank · 4 months ago
Operations Specialist (Commercial Account Analysis)
Kansas City MO
Full-time
Hybrid
Mid, Senior Level
$39K/yr - $75K/yr
5+ years expUMB Bank is seeking an Operations Specialist within the Account Analysis team to optimize client billing processes. The role involves serving as a Treasury Management billing Subject Matter Expert, providing consultative guidance, and remediating operational deficiencies while fostering governance practices.
BankingFinanceFinancial Services
No H1B
Responsibilities
Creates and maintains operational oversight and controls to ensure the monthly customer billing is accurate and timely
Process exception or escalated tasks for time critical or high-profile client issues to ensure satisfactory resolution
Communicate timely and effectively with all clients (including high-profile clients) and/or internal and external business partners
Maintain knowledge, understanding, and follow all bank policies and procedures
Investigate exceptions and/or errors to identify cause and corrective action
Assist manager with daily workflow assignment, monitoring productivity, training, maintaining quality metrics and resolving incidents
Participate in quality assurance and disaster recovery testing, or other projects as assigned by manager
Understand and remain current on related industry activity, changes, regulations, announcements
Process daily work associated with your department including but not limited to account or file reconciling, prep work for processing, post adjustment entries, research and resolve or escalate operational or transactional issues
Identify potential process improvements and implement documented solutions along with developing new or updating procedures
Ability to utilize technical aptitude that allows for quick learning of company systems, platforms, and products
Qualification
Required
At least 5 years of experience with banking or financial processing
Technical aptitude that allows for quick learning of company systems, platforms, and products
Demonstrated knowledge of risk types and ability to mitigate independently or escalate appropriately
Strong customer services skills
Ability to work autonomously, escalating issues or problems as appropriate
Ability to recognize errors, issues, special requests, or inconsistencies in daily operations to solve or escalate to appropriate associate or manager
Demonstrated organization/time management and ability to perform job functions with numerous interruptions
Preferred
Bank operations experience specifically to ACH, ATM, Lockbox, Wires, or Deposit Operations
Understanding of processes end to end and cross-functional work with other operational units
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, and 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
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
Life Insurance International
2026-01-15
2026-01-09
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