Consumer Services Specialist

UMB Financial Corporation; United States; Remote; USD 22,000 - 31,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

annual incentive pay

paid holidays

comprehensive company sponsored plan (

health savings, flexible spending, and

dependent care accounts

adoption assistance

employee assistance program

fitness reimbursement

tuition reimbursement

associate wellbeing program

associate emergency fund

and various associate banking benefits

Job summary

UMB Financial Corporation is hiring for a Consumer Services Specialist to join our call center team. The position focuses on delivering an unparalleled customer experience by handling inbound service center calls and building lasting relationships with UMB customers.

The role requires active learning through classroom and online training, with performance metrics tied to call quality, efficiency, and cross-sell success. Various benefits and a structured development path are offered.

Qualifications

• 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.

Responsibilities

• Interact with customers over the phone by accessing multiple systems to answer bank questions, provide information, resolve problems and cross-sell products.
• Continue learning and maintaining skills through training and department communications.
• Performance measured by call quality, talk time, cross-sell success rate and incentive opportunities.
• Other duties as assigned.

Skills

Customer service

Communication

System navigation

Privacy awareness

Learning aptitude

Phone etiquette

Education

High School Diploma

Job description

Job Summary

We are currently hiring for our next call center class that will start Monday, January 11th, 2027. The Consumer Services Specialist is responsible for delivering the Unparalleled Customer Experience and building relationships with UMB customers through the handling of inbound service center calls.

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.

Qualifications

• 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.

Working Conditions

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

Posting Date

This position was posted on 10/20/2026.

Application Deadline

The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation

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. Compensation Range: $33,786 - $49,698

Benefits

• 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

Equal Opportunity

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.

Accommodations

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.

California Residents

If you are a California resident, please visit our Privacy Notice for California Job Candidates 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 Check out the road to a career at UMB

Company Culture

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.