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 assisting Relationship Manager(s) by performing daily support activities related to client relationships and keeping respective Relationship Manager informed when appropriate. The specialist acts as a point of contact for Commercial Banking clients for all servicing requests related to client relationship, manages post-closing requirements, works closely with Treasury Management team to onboard new Deposit Account and Treasury Services for clients, and maintains client records for both loan and deposit accounts. Additionally, the specialist provides professional and courteous customer service while answering questions, researching issues, and providing resolutions as needed. They 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, and provide and assist with loan and deposit account information / documentation.

Requirements include a high school diploma or GED and three years of general banking experience or a bachelor's degree and two years of banking or client support experience. Application deadline is December 31, 2025. Compensation range is $37,490.00 - $71,920.00. 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.

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