Inbound Banking Support Specialist | Customer Experience

UMB Bank; Oklahoma City (OK); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Paid holidays

Medical, dental, vision coverage

Health savings account

Dependant care accounts

Employee assistance program

Tuition reimbursement

Job summary

UMB Bank is seeking a Consumer Services Specialist to handle inbound service center calls, access multiple banking systems, and resolve customer questions. The role emphasizes cross-selling appropriate products while maintaining high call quality.

Ideal candidates have 1–2 years of customer service experience, knowledge of basic banking products, and strong communication skills to support a diverse customer base. Training, eligibility for incentives, and career growth are highlighted.

Qualifications

• 1-2 years customer service or similar work experience.
• Knowledge of basic banking products including checking, debit, and credit card accounts.
• Proficient in the English language.
• 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

• Handle inbound service center calls and provide information, resolve problems and cross-sell appropriate products.
• Interact with customers over the phone by accessing multiple systems to answer bank-related questions.
• Maintain and update knowledge through classroom training and online learning; review department communications.
• Meet monthly incentive targets based on call quality, talk time, and cross-sale performance.

Skills

Customer service

English proficiency

Banking products knowledge

Multi-system access

Privacy regulations

Training/pass assessments

Phone etiquette

Education

High School Diploma or equivalent

Tools

CRM systems

Banking software

Job description

UMB Bank is seeking a Consumer Services Specialist to handle inbound service center calls, access multiple banking systems, and resolve customer questions. The role emphasizes cross-selling appropriate products while maintaining high call quality.

Ideal candidates have 1–2 years of customer service experience, knowledge of basic banking products, and strong communication skills to support a diverse customer base. Training, eligibility for incentives, and career growth are highlighted.