Banking Customer Experience Specialist - Inbound Calls

UMB Financial Corporation; Missouri; Hybrid; USD 22,000 - 31,000; Full time

Job summary

UMB Financial Corporation is hiring for a Consumer Services Specialist to join our call center class starting January 11, 2027. You will deliver exceptional service by handling inbound calls, accessing multiple banking systems, and guiding customers through basic products such as checking, debit, and credit cards.

The role emphasizes learning through classroom and online training, meeting performance metrics, and opportunities for monthly incentives.

Qualifications

• 1-2 years customer service or similar work experience.
• Proficient in English language.
• Ability to navigate multiple computer systems to access client information.
• Knowledge of basic banking products including checking, debit, and credit card accounts.
• Understanding of privacy regulations and to authenticate customers before discussing account information.

Responsibilities

• Handle inbound service center calls to assist customers.
• Access multiple systems to answer questions and cross-sell products.
• Participate in classroom training, self-paced online learning, and department communications reviews.
• Meet performance targets for call quality, talk time, and cross-sell success with monthly incentives.
• Perform other duties as assigned.

Skills

Customer service experience

English proficiency

Multisystem access / data entry

Education

High School Diploma or equivalent

Job description

UMB Financial Corporation is hiring for a Consumer Services Specialist to join our call center class starting January 11, 2027. You will deliver exceptional service by handling inbound calls, accessing multiple banking systems, and guiding customers through basic products such as checking, debit, and credit cards.

The role emphasizes learning through classroom and online training, meeting performance metrics, and opportunities for monthly incentives.