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Treasury Service Specialist
Treasury Service SpecialistUMB Bank • Dallas, Iowa, USA
Treasury Service Specialist

Treasury Service Specialist

UMB Bank • Dallas, Iowa, USA
1 day ago
Job type
  • Full-time
Job description

As the Treasury Service Specialist will support and manage the day-to-day operations of the Commercial Bank 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 clients 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

Understand the clients expectations and needs to serve as the point person for all their treasury 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 TUCE through quality service and coordination of client needs with other functions as needed and serve as liaison for client

Provide client point of contact for day-to-day Treasury Management needs questions research etc.

Prepare and coordinate appropriate customer documentation including but not limited to adding / deleting accounts addition of new users update of user profiles and maintenance of existing users within UMB Direct

Assist clients with product solution needs and implement incremental new Treasury Management Products & Services for on time delivery through daily interactions

Manage resolution of client needs by identifying and coordinating appropriate bank resources by partnering with internal departments to ensure client needs are met and problems are followed through to resolution

Identify opportunities proactively for clients to self-serve; Will complete special projects and other duties as assigned.

We are excited to talk to you if :

High school education or equivalent

5 years proven customer service experience OR any combination of education and experience that would provide an equivalent background preferably in banking or financial services

Excellent professional verbal and written communication skills

Flexibility and ability to multi-task in a fast-paced environment with quick turnaround requests

Strong organizational skills; Attention to detail

Effective time management skills disciplined self-motivation resolution based problem solving abilities

Ability to work independently as well as in team environments; Good interpersonal and networking skills to work with other internal areas

Knowledge and understanding of Cash Management products and services including but not limited to Online Banking platforms ACH Wire and Bank Operations

Compensation Range :

$56890.00 - $109270.00

The posted compensation range on this listing represents UMBs standard for this role but the actual compensation may vary by geographic location experience level and other job-related addition this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

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.

Are you ready to be part of something more

Youre more than a means to an enda way to help us meet the bottom line. UMB isnt comprised of workers but of people who care about their work one another and their community. Expect more than the status quo. At UMB you can expect more heart. Youll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing no matter what. And expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

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 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.

Required Experience :

IC

Key Skills

Sales Experience,Crane,Customer Service,Communication skills,Heavy Equipment Operation,Microsoft Word,Case Management,OSHA,Team Management,Catheterization,Microsoft Outlook Calendar,EHS

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 56890 - 109270

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Treasury Specialist • Dallas, Iowa, USA

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