Commercial Service Specialist
UMB Bank · US
Commercial Service Specialist This role will support and manage the day-to-day operations and service of commercial banking clients.
Job description
Commercial Service Specialist 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 Unparallelled Customer Ex...