Remote Banking Operations & Onboarding Specialist

UMB Bank; Columbia (SC); Remote; USD 68,000 - 100,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

annual incentive pay

paid holidays

a comprehensive company sponsored ben​

health savings

flexible spending

dependent care accounts

adoption assistance

an employee assistance program

fitness reimbursement

tuition reimbursement

an associate wellbeing program

an associate emergency fund

various associate banking benefits

Job summary

UMB Investor Solutions Operations is hiring an Operations Support Specialist. The role focuses on day-to-day operations, including new account and user setup, product feature expertise for client training, funds management oversight for NSCC and overdraft monitoring, and FDIC Sweep administration.

Join a collaborative, team‑oriented environment where you’ll onboard new Commercial clients, resolve production issues, and propose process improvements while balancing risk and impact.

Qualifications

• Associate’s degree or equivalent work experience.
• Three (3) years of Institutional Banking or Treasury Management experience.
• Experience onboarding new Commercial client accounts and providing training.
• Ability to troubleshoot production issues and propose process improvements.

Responsibilities

• Onboard new Commercial client accounts and set up users.
• Provide product training and feature expertise.
• Troubleshoot production issues and document mitigation steps.
• Suggest process improvements with risk awareness.

Skills

Problem solving

Technical acumen

Onboarding

Training delivery

Client training

Education

Associate’s degree or equivalent work experience

Job description

UMB Investor Solutions Operations is hiring an Operations Support Specialist. The role focuses on day-to-day operations, including new account and user setup, product feature expertise for client training, funds management oversight for NSCC and overdraft monitoring, and FDIC Sweep administration.

Join a collaborative, team‑oriented environment where you’ll onboard new Commercial clients, resolve production issues, and propose process improvements while balancing risk and impact.