Commercial Account Specialist

UMB Financial Corporation; Kansas; Remote; USD 51,000 - 100,000; Full time

Job summary

A leading financial institution is seeking a Commercial Account Specialist to manage account openings and maintain client relationships. This remote role involves reviewing legal documents, ensuring compliance, and providing exceptional customer service. Ideal candidates will have a strong background in banking and a commitment to client satisfaction.

Benefits

Paid Time Off

401(k) matching program

Annual incentive pay

Comprehensive benefits plan

Qualifications

• 5+ years of providing customer experience.
• 1+ year of banking or financial services experience.
• Excellent verbal and written communication skills.

Responsibilities

• Review legal documentation for account opening.
• Document beneficial ownership for client accounts.
• Respond to internal and external client inquiries.

Skills

Customer Experience

Communication

Organization

Problem Solving

Time Management

Education

High school diploma or equivalency

Tools

Microsoft Office

Job description

Commercial Account Specialist page is loaded

Commercial Account Specialist

Apply remote type Remote locations KS-REMOTE time type Full time posted on Posted 2 Days Ago job requisition id R-6753

COMMERCIAL ACCOUNT SPECIALIST-REMOTE

This role is responsible for all the tasks related to opening and maintaining accounts (demand deposit and time deposit) across the Commercial Bank for new and existing clients, which involves including client contact. In addition to Commercial Bank, this role will provide the same oversight related to document review for involve working with other business partners including, but not limited to: Institutional Bank, Business Banking, Legal and Corporate Risk Private Banking, Consumer Bank. This position is accountable for providing the unparalleled customer experience.

Primary Responsibilities

• Review legal documentation, which is the process of analyzing entity documentation, pertaining to, but not limited to, Corporations, Limited Liability Companies, Limited Liability Partnerships, Joint Ventures and Trusts, to properly title and determine authorized signers on our various banking documents, for both new and existing clients.

• Same applies to existing client requests to add or change a signer on an existing account.

• Document the beneficial ownership of each legal entity customer account (down to those natural persons (individuals) that own the commercial entity and those natural persons that will access the banking and payment systems through the account).

• Prepares all new or updated banking documents paperwork for the client and makes the process simple and efficient to accurately open/update all deposit account requests while adhering to all compliance and regulatory policies and procedures.

• Establishes accounts through our Business Automation Workflow Process Management (BPM BAW) system (accurately, timely and efficiently).

• Perform StartRight for new accounts opened.

• Maintains a thorough and complete client file including all documentation required for ongoing client support and regulatory requirements.

• Track requests and participate in Team Meetings to analyze requests received, problem solve common issues and recommend changes to training or procedures.

• Responds timely to all internal and external client calls, questions and/or concerns.

• Facilitates the clearing of Clears all Account Opening Escalations in a timely manner.

• Works in collaboration with the Relationship Team while setting clear expectations regarding deliverables and due dates.

Qualifications

• High school diploma or equivalency

• 5+ years of providing unparalleled customer experience

• 1+ year of banking or financial services experience

• Excellent verbal and written communication skills

• Ability to multi-task and be flexible in a fast-paced environment with quick turnaround requests

• Strong organizational skills, attention to detail

• Proficiency with Microsoft Office (Word, Excel, Outlook)

• Good time management skills and self-motivation

• Ability to work independently and also as part of a team

• Good problem solving skills

Compensation Range:

$51,480.00 - $99,330.00

The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. 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.

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