Commercial Implementation Specialist
UMB Bank
full-time
Posted on:
Location Type: Remote
Location: Remote • Colorado • 🇺🇸 United States
Visit company websiteSalary
💰 $56,890 - $109,270 per year
Job Level
Mid-LevelSenior
About the role
- Onboard Treasury Management services for new clients to the bank
- Manage client projects with extended time frames, and technical client setups
- Identify and coordinate appropriate bank resources by partnering with internal areas/departments
- Provide consultation for TMO and their clients in program design and implementation process
- Prepare and coordinate appropriate client documentation for onboarding of client Treasury Management Services
- Present technical and applicable product material while training new clients on UMB applications
- Schedule and lead project calls with clients and key business partners
- Collaborate with the project core team to develop and execute implementation project plan
- Ensure deal deliverables are met, managing implementation issues, escalations, and error resolution
- Manage and coordinate client and internal partner communication and status updates
Requirements
- High school diploma or equivalent
- 5+ years proven program implementation or service experience
- Project management experience, OR equivalent combination of education and experience
- In depth understanding of customer facing internet-based applications
- Great understanding of commercial treasury products
- Working knowledge of implementation, servicing, and operational processes, preferably at a financial services company
- Working knowledge of bank platforms, systems, products
- Proficiency of Microsoft Office suite (Excel, Word, PowerPoint, Project)
- Knowledge and understanding of Web-based Treasury applications, including but not limited to Pep+, mainframe, UMB Direct, UMB Online Banking or equivalent
- Knowledge and understanding of Cash Management products
Benefits
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
program implementationproject managementcustomer facing applicationscommercial treasury productsoperational processesbank platformsMicrosoft OfficeWeb-based Treasury applicationsCash Management products
Soft skills
client managementcommunicationcollaborationproblem solvingtraining
Certifications
high school diploma or equivalent