Commercial Card Program Advisor

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 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