Sr. Commercial Relationship Specialist / Commercial Relationship Specialist

Requirements

• High School Diploma or GED and 5+ years of banking experience or an equivalent combination of education and experience
• The Commercial Relationship Specialist role provides a highly skilled level of support to Relationship Managers and Clients within Commercial Banking while maintaining and supporting the development of relationships with customers and internal partners.
• Primary Responsibilities
• Assist Relationship Manager(s) by performing daily support activities related to client relationships and keep respective Relationship Manager informed when appropriate
• Act as point of contact for Commercial Banking clients for all servicing requests related to client relationship
• Manage post-closing requirements such as exception citing's, collateral perfections, covenant items, etc.
• Work closely with Treasury Management team to successfully onboard new Deposit Account and Treasury Services for clients as well as provide guidance to clients to the appropriate resource for servicing and assistance
• Maintain client records for both loan and deposit accounts
• Provide professional and courteous customer service while answering questions, researching issues, and providing resolutions as needed
• Facilitate loan payoffs and collateral release requests
• Assist with Analysis Refund requests
• Facilitate no-pin wires
• Assist with transfers
• Handle customer overdraft communication and decisioning
• Provide and assist with Loan and Deposit Account information/documentation
• High School Diploma or GED and three (3) years general banking experience
• Or, a Bachelor's degree and two (2) years banking or client support experience
• Compensation Ranges:
• US Employees in California, Washington DC, New Jersey, and New York:
• $54,220 - $79,020
• US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:
• $49,510 - $72,340
• US Employees in all other states not listed above:
• $44,790 - $65,650
• Are you ready to be part of something more?
• UMB and its affiliates are committed to inclus

Benefits

Additional Information

SR. COMMERCIAL RELATIONSHIP SPECIALIST At UMB Bank, the Sr. Commercial Relationship Specialist provides a highly skilled level of support to Relationship Managers and Clients within Commercial Banking while maintaining and supporting the development of relationships with customers and internal partners. Primary Responsibilities Assist Relationship Manager(s) by performing daily support activities related to client relationships and keep respective Relationship Manager informed when appropriate Act as point of contact for Commercial Banking clients for all servicing requests related to client relationship Manage post-closing requirements such as exception citing's, collateral perfections, covenant items, etc. Work closely with Treasury Management team to successfully onboard new Deposit Account and Treasury Services for clients as well as provide guidance to clients to the appropriate resource for servicing and assistance Maintain client records for both loan and deposit accounts Provide professional and courteous customer service while answering questions, researching issues, and providing resolutions as needed Facilitate loan payoffs and collateral release requests Assist with Analysis Refund requests Facilitate no-pin wires Assist with transfers Handle customer overdraft communication and decisioning Provide and assist with Loan and Deposit Account information/documentation

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