Consumer Services Specialist

UMB Bank; San Juan (PR); Remote; USD 34,000 - 50,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Paid holidays

Medical, dental, vision

Health savings

Flexible spending accounts

Dependent care accounts

Adoption assistance

Employee assistance program

Fitness reimbursement

Tuition reimbursement

Associate wellbeing program

Associate banking benefits

Job summary

UMB Bank is hiring a Consumer Services Specialist to deliver an unparalleled customer experience by handling inbound calls and building relationships with customers. You will respond to bank-related questions, provide information, and cross-sell suitable products.

Applicants should have a High School Diploma, be proficient in English, and possess 1-2 years of customer service experience. Flexibility to work varied shifts in a call center is required.

Qualifications

• 1-2 years of customer service or similar work experience.
• Knowledge of basic banking products including checking, debit, and credit card accounts.
• Ability to interact with and manage multiple computer systems to access client information.

Responsibilities

• Interact with customers over the phone by accessing multiple systems in order to answer a variety bank related questions, provide information, resolve problems and cross sell appropriate products.
• Continue learning and maintaining skills through classroom training, self-paced online learning and the review of regular department communications.
• Performance will be measured based on call quality, talk time, cross sale success rate and demonstration of target competencies with monthly incentive opportunity.
• Other duties as assigned.

Skills

Customer service experience

Phone handling

Multiple system navigation

Education

High School Diploma or equivalent

Job description

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R-9613

We are currently hiring for our next call center class that will start Monday, January 11th, 2027 .

Consumer Services Specialist is responsible for delivering the Unparalleled Customer Experience and build relationships with UMB customers through the handling of inbound service center calls.

How you will spend your time:

• Interact with customers over the phone by accessing multiple systems in order to answer a variety bank related questions, provide information, resolve problems and cross sell appropriate products.
• Continue learning and maintaining skills through classroom training, self-paced online learning and the review of regular department communications.
• Performance will be measured based on call quality, talk time, cross sale success rate and demonstration of target competencies with monthly incentive opportunity.
• Other duties as assigned.

We’re excited to talk with you if you have:

• High School Diploma or equivalent
• Proficient in the English language
• 1-2 years customer service or similar work experience
• Knowledge of basic banking products including checking, debit, and credit card accounts
• Ability to interact with and manage multiple computer systems to access client information.
• Basic understanding of privacy regulations and the need to authenticate customers prior to discussing account information.
• Demonstrates the ability to learn and pass assessments/training certificates.
• Demonstrates pleasant phone and interaction skills with customers.

MUST be able to work any shift during our Service Center hours of M-F 7am-8pm CT and Saturdays 8am-5pm CT.

Targeted compensation for this opening: The posted salary range reflects the broadest standard range for this role, including all locations. The anticipated compensation for this specific opening is $19/hr.

This position was posted on 11/04/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range:

$33,786 - $49,698

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.

If you are a California resident, please visit our Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy_Notice_for_California_Candidates_Original_file.pdf) to understand how we collect and use your personal information when you apply for employment with UMB.

Who we are

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB_Tuce_Book_Original_file.pdf)

Check out the road to a career at UMB