UMB Bank

Commercial Implementation Specialist

UMB Bank$67K — $99K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • High school diploma or equivalent; 5+ years of program implementation or service experience.
  • Experience in project management or equivalent education/experience combination.
  • Strong understanding of online client-facing applications and commercial treasury products.
  • Familiarity with implementation, servicing, and operational processes in financial services.
  • Proficient in Microsoft Office suite (Excel, Word, PowerPoint, Project).
  • Knowledge of Web-based Treasury applications like Pep+, UMB Direct, or equivalent.
  • Understanding of Cash Management products.

Responsibilities

  • Onboard Treasury Management services for new clients and technical client setups.
  • Coordinate bank resources with internal departments for proper service onboarding.
  • Consult with clients on program design and data integration needs.
  • Translate client requirements into effective system designs.
  • Prepare and manage documentation for client onboarding processes.
  • Train clients on UMB applications and platform navigation.
  • Lead project calls with clients and stakeholders to ensure accountability.

Benefits

  • Paid Time Off including paid holidays.
  • 401(k) matching program with annual incentive pay.
  • Comprehensive health benefits including medical, dental, and vision coverage.
  • Health savings, flexible spending, and dependent care accounts.
  • Tuition reimbursement and fitness reimbursement programs.
  • Employee Assistance Program and adoption assistance.
  • Associate emergency fund and wellbeing programs.
Full Job Description

As theCommercialImplementation Specialist,you will be responsible for leading and coordinating all aspects of the project life cycle with responsibility for the client journey through the implementation of new clients in Commercial Bank, supporting Treasury Management onboarding efforts across the entire Commercial footprint which includes set up of programs and any design.You will partner with Relationship Managers (RM), Treasury Management Officer (TMO), Commercial Service Specialists (CSS)andCommercial Account Specialist (CAS) to ensure seamless client onboardingjourney.

You willberesponsible forthe management of multiple simultaneous projects with regular updates and reporting to senior level associates.Youwillberesponsible formanaging the overall development& deploymentwith each client includingmaintainingall Commercial Implementation project plans, compiling issues, and ensuring updates to the plans are documented.Youwill work closely with sales and product teams to secure necessary resources to implement products for both new and existing clientsina timely manner.Youwill have the responsibility of working with the Client, Sales team, and IT to ensure approved projects stay on task and within scope.During implementation, youwillbethe central interface between UMB and the customer, coordinating project tasks or any client-specific customizations that mayberequested.

This role will be hybrid (in office Mon-Thur) and WFH on Fri for Kansas City area candidates. Remote opportunity for those outside KC area.

How you will spend your time:

  • You will onboard Treasury Management services for new clients to the bank, client projects with extendedtime frames, and technical client setups.
  • You will manage the onboarding byidentifyingand coordinatingappropriate bankresources by partnering with internal areas/departments to ensure services are onboarded properly.
  • You will provide consultation for TMO and their clients in the program design and implementationprocess, as well as data extract design for data integration with clients27 internal systems.
  • You will translate client needs information received intoan optimalsystem design.
  • You will prepare and coordinateappropriateclientdocumentation for onboarding of client Treasury Management Services where needed.
  • You will present technical and applicable product material while training new clients on UMB applications and navigation of UMB platforms.
  • You will schedule and lead project calls with clients and key business partners.
  • You will lead collaboration with the project core team to develop and execute theimplementationproject plan,establishingclear expectations and providing transparency of timelines using project management principles and practices.
  • You will ensure deal deliverables are met andholdstask owners accountable by managing implementation issues, escalations, and error resolution.
  • You will manage and coordinate client and internal partner communication and status updates, including senior stakeholders.
  • You willdemonstratecreative problem solving and solid judgment/decision making.
  • You will take ownership, escalation, and resolution of risk issues.
  • You will manage clear expectations and understanding, internally and externally byestablishingclear timelines and managing documentation requirements.
  • You will updateprojecttrackingtoolensuring updates are clear, concise, and audience specific and provide project updates ina timelyandaccuratemanner, ensuring stakeholders and business leaders receivean accurateand concise status of each project.
  • You will act as a subjectmatter expert,providestraining to clients.
  • You will work withQAgroup to ensure test plans have been developed and all parties haveproperly tested.
  • You will oversee transition and handoff from project to servicesupport.
  • You will complete special projects and other duties as assigned.

We27reexcited to talk with you if:

  • Youpossessa high school diploma orequivalent and 5+yearsproven program implementation or service experience.
  • You have project management experience, OR any combination of education and experience that wouldprovide an equivalent background.
  • You haveindepthunderstanding ofcustomerfacing internet-based applications.
  • You havegreatunderstanding of commercial treasury products.
  • You have working knowledge and understanding of implementation, servicing, and operational processes,preferably at a financial services company.
  • You have working knowledgeofbank platforms, systems, products.
  • You haveproficiencyofMicrosoft Office suite (Excel, Word, PowerPoint, Project).
  • You have knowledge and understanding of Web-based Treasury applications, including but not limited to Pep+, mainframe, UMB Direct, UMB OnlineBankingor equivalent.
  • Youhave knowledgeand understanding of Cash Management products.
This position was posted on 08/07/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range:

$67,869 - $99,836

The posted compensation range on this listing represents UMB27s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. 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.

About UMB Bank

UMB Bank is a subsidiary of UMB Financial Corporation, a financial services holding company headquartered in Kansas City, Missouri. The bank was founded in 1913 as City Center Bank and later changed its name to United Missouri Bank. The bank provides a range of financial services, including personal banking, commercial banking, wealth management, and investment banking. The bank has more than 100 branches in eight states, including Missouri, Kansas, Colorado, Illinois, Oklahoma, Nebraska, Arizona, and Texas. The bank is known for its commitment to customer service and community involvement.
Learn more about UMB Bank
Size
3,000 employees
Market Cap
$3.9 billion
Industry
Net Income
$286.5 million
5 Year Trend
+10.5%

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