Client Advisor-1

UMB Bank; Kansas City (MO); On-site; USD 51,000 - 75,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Medical, dental, vision insurance

Job summary

UMB Bank is seeking a Client Advisor - Commercial Card to support Tier 2 and 3 Commercial Card Program Clients. You will serve as a subject matter expert, coordinating with Account Executives, Card Sales Officers, and Program Administrators to deliver an unparalleled customer experience.

You will handle complex inquiries, track resolutions, provide proactive updates, and educate clients on program tools. The role emphasizes process improvements and collaboration across teams to grow the program

Qualifications

• Bachelor's degree or equivalent relevant experience.
• 2 years of credit card program or financial services experience.
• OR 3-5 years Client Relationship Management, Customer Service & Sales experience in a related field, Operations Technical Support experience, or equivalent education
• Demonstrated attention to detail
• Are a strong team player
• Can own a process from end to end
• Drive for results in support of growing the business
• Focus on the client
• Have complex problem solving skills and ability to translate client needs
• Proactive follow through on issues for resolution
• Strong written and verbal communication skills

Responsibilities

• Be the subject matter expert and point of contact for program administrators and company contacts.
• Track client issues and resolutions, coordinating with resources for follow-up.
• Provide proactive communication on client experience and set expectations.
• Provide training on program tools and best practices via multiple channels.
• Identify process improvements and growth opportunities through root-cause analysis.
• Collaborate with clients and internal teams to implement program solutions.
• Handle complex administrative requests like card strategies and account modifications.
• Work with AE/CSO to develop program reviews and deliver materials for growth.
• Adapt to system/tool changes and updates including policy changes.

Skills

Credit card program experience

Financial services experience

Client relationship management

Customer service

Sales experience

Education

Bachelor's degree or equivalent

Job description

UMB’s bottom line is directly impacted by the growth of our commercial loan portfolioand revenue generating lines of business in Treasury Management and Commercial Card. The team consists ofCommercial Relationship Managers, Treasury/CardSales Officers,Account Executives,andImplementation Specialists.This team managesthe commercial payments relationships throughout its life –developing meaningful connections with management of companies, government and non-profitsthey serve. Always mindful of the changes in the company, its industry, etc., over time that might create a change in their financial service needs.

As a Client Advisor - Commercial Card you will align to a geographic banking territory and/or Account Executive (AE)/Card Sales Officer (CSO) in support of Tier 2 and Tier 3 Commercial Card Program Clients and Program Administrators. In this role, you deliver the Unparalleled Customer Experience through multiple contact channels including phone, email, and in person by working with the Commercial Banking Officer, Account Executive, Card Sales Officer, Program Administrator or Company Contact.

How you will spend you time:

• You will be a subject matter expert and point of contact for Program Administrators, Company Contacts and internal Business Partners to provide consultation, research, and solutions for complex card program inquiries, issues and escalations to appropriate resolution.

• You will track client issues & resolution, work with appropriate resources to ensure follow up and satisfaction of client or business partner.

• You will provide proactive communication with clients and internal business partners regarding all components of client experience and set proper expectations.

• You will provide training and education to clients and business partners on all program tools and best practices as needed through multiple communication channels including in person.

• You will participate in identification of process improvement and program growth opportunities through root cause analysis and program review.

• You will work with clients and internal resources to implement process improvements and develop strategic program solutions for clients.

• You will complete complex administrative requests such as creating card strategies, account modifications, expense management best practices, and other card program maintenance.

• You will work with AE/CSO to develop program reviews and delivery of periodic materials to assist in program growth and development including training, and best practice knowledge sharing.

• You will adapt and learn changes to systems tools, changes to programs, updates, and internal communications including compliance and policy and procedure changes as needed.

• You will complete special projects and any other duties as assigned.

We are excited to talk to you if you:

• Bachelors Degree or equivalent relevant experience

• 2 years of credit card program or financial services experience;

• OR 3 5 years Client Relationship Management, Customer Service & Sales experience in a related field, Operations Technical Support experience, or equivalent education

• Demonstrated attention to detail

• Are a strong team player

• Can own a process from end to end

• Drive for results in support of growing the business,

• Focus on the client

• Have complex problem solving skills and ability to translate client needs

• Proactive follow through on issues for resolution

• Strong written and verbal communication skills

• Ability to identify and solve routine technical and end user system tools issues

• Ability to effectively manage multiple requests, concerns and problems in a professional manner requiring significant attention to detail

• Excellent interpersonal skills

• Demonstrated ability to communicate with multiple levels of leadership and lines of business effectively and professionally

This position was posted on 10/20/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range:

$51,291 - $75,460

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 [e-mail] to let us know the nature of your request.

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