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 client’s 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 client’s 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
This position was posted on 08/19/2026. 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 UMB’s 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.
