Commercial Relationship Specialist

Commercial Relationship Specialist-Francise Finance & Healthcare

At UMB Bank, the 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 include :

• 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

Requirements include :

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.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision.