Commercial Account Specialist

UMB Bank; Tallahassee (FL); Remote; USD 62,000 - 120,000; Full time

Job summary

A financial services provider in Tallahassee is looking for a Commercial Account Specialist. This remote role will handle all tasks related to opening and maintaining accounts, ensuring excellent customer service while collaborating with different banking teams. Candidates should have over 5 years in customer service and at least 1 year in banking. Compensation ranges from $62,310 to $119,200 depending on factors like experience and location.

Benefits

Paid Time Off

401(k) matching program

Comprehensive benefits plan

Qualifications

• 5+ years of providing unparalleled customer experience.
• 1+ year of banking or financial services experience.
• Ability to work independently and as part of a team.

Responsibilities

• Review legal documentation to analyze entity documentation.
• Track requests and participate in team meetings.
• Respond timely to internal and external client calls.

Skills

Customer service

Communication skills

Multi-tasking

Organizational skills

Problem-solving

Education

High school diploma or equivalency

Tools

Microsoft Office

Job description

Overview

COMMERCIAL ACCOUNT SPECIALIST-REMOTE

This role is responsible for all tasks related to opening and maintaining accounts (demand deposit and time deposit) across the Commercial Bank for new and existing clients, including client contact. The role provides oversight related to document review and involves collaboration with other business partners including Institutional Bank, Business Banking, Legal and Corporate Risk Private Banking, Consumer Bank. This position aims to provide an unparalleled customer experience.

Responsibilities

• Review legal documentation to analyze entity documentation for entities such as Corporations, Limited Liability Companies, Limited Liability Partnerships, Joint Ventures and Trusts to properly title and determine authorized signers on banking documents for both new and existing clients.
• Process requests to add or change signers on existing accounts for existing clients.
• Document the beneficial ownership of each legal entity customer account down to individuals who own the commercial entity or will access banking and payment systems through the account.
• Prepare all new or updated banking documents to open/update deposit account requests while adhering to compliance and regulatory policies and procedures.
• Establish accounts through the BPM BAW system accurately, timely and efficiently.
• Perform StartRight for new accounts opened.
• Maintain 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, solve common issues and recommend changes to training or procedures.
• Respond timely to internal and external client calls, questions and concerns.
• Facilitate and clear all Account Opening Escalations in a timely manner.
• Collaborate 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 and 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

Compensation Range: $62,310.00 - $119,200.00

The posted compensation range represents UMB’s standard for this role; actual compensation may vary by geographic location, experience level, and other job-related factors. Benefits information is provided with the job posting.

Benefits and Inclusion

UMB offers competitive benefits, including Paid Time Off, a 401(k) matching program, annual incentive pay, paid holidays, and a comprehensive benefits plan including medical, dental, vision, health savings, flexible spending, and dependent care accounts. UMB is committed to inclusion and diversity and provides employment opportunities without regard to protected status. If accommodation is needed during the employment process, please email [e-mail].

Who we are: We are more than a company — we are advisors, problem solvers, and community members focused on helping you build a strong financial foundation. Learn more about UMB.