Bank Operations Onboarding Specialist

As the Bank Operations Onboarding Specialist, you will partner with business unit stakeholders and Bank Operations business systems analyst teams to successfully onboard new and existing client treasury services. You will also work with partners to find solutions for client set-ups based on their unique needs.  This is a subset of the overall responsibilities which will include multiple initiatives as assigned by Bank Operations leadership. 

This role is hybrid (Mon through Thu on-site / Fri remote) at the UMB Technology & Operations Center located in downtown Kansas City, MO.

How you will spend your time:

• Proactively develop a relationship with the relationship and treasury service teams, as well as other operational teams, to identify solutions to problems and improve client experience.
• Understand the client’s expectations and execute onboarding 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.
• Responsible for ensuring client satisfaction through quality service and coordinating client needs with other functions as needed.
• Complete, track and QC customer changes including but not limited to adding/deleting accounts, addition of new users, update of user profiles, and maintenance of existing users.
• Configure application-enabled business systems.
• Construct test cases, develop test scripts and facilitate appropriate testing of new services.
• Provide leadership, management, and guidance for all aspects of the assigned request.
• Validate production implementation.
• Act as system liaison between UMB operations business units, treasury implementations teams, and clients.

We are excited to talk if you have:

• At least 3 years of proven customer service experience OR any combination of education and experience that would provide an equivalent background, preferably in banking or financial services.
• At least 3 years of Operations support or business systems analysis experience.
• Demonstrated flexibility and ability to multi-task in a fast-paced environment with quick turnaround requests.
• Solid time management skills and self-motivation.
• Ability to work independently as well as in team environments.
• Strong interpersonal and networking skills to work with other internal areas to help resolve issues.
• Solid decision-making or problem-solving ability.
• Knowledge and understanding of Cash Management products and services, including but not limited to, Online Banking platforms, ACH, Wire and Bank Operations.

Bonus Points if you have:

• Knowledge and understanding of Web-based Treasury applications, including but not limited to Pep+, mainframe, UMB Direct, UMB Online Banking.
• Knowledge and understanding of BAW, Hogan, FileNet, Lockbox, Positive Pay, ImageCentre, and UMB Wire applications.
• Knowledge and understanding of regulatory issues such as the Bank Secrecy Act, FACTA, and NACHA Rules.

Applicants must have legal authority to work in the United States.  Work Visa sponsorship is not available for this position.

Compensation Ranges:

US Employees in California, Washington DC, New Jersey, and New York:

$54,220 - $79,020

US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:

$49,510 - $72,340

US Employees in all other states not listed above:

$44,790 - $65,650

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.

Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't 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. You'll 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 [email protected] to let us know the nature of your request.

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