Sr. Commercial Relationship Specialist

UMB Financial Corporation; Fresno (CA); On-site; USD 59,000 - 87,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Medical insurance

Dental insurance

Vision insurance

Health savings account

Dependent care accounts

Tuition reimbursement

Wellbeing program

Job summary

UMB Bank, a part of UMB Financial Corporation, seeks a Sr. Commercial Relationship Specialist to support Relationship Managers and clients within Commercial Banking, building and maintaining strong relationships with customers and internal partners.

You will assist with daily activities, onboarding new Deposit Accounts, servicing requests, and maintaining loan/deposit records, while delivering professional customer service and issue resolutions.

Qualifications

• Provides professional and courteous customer service.
• Assist Relationship Managers with daily support activities related to client relationships.
• Onboard new Deposit Account for clients and guide servicing resources.
• Maintain client records for loan and deposit accounts.

Responsibilities

• Assist Relationship Manager(s) by performing daily support activities related to client relationships.
• Act as point of contact for Commercial Banking clients for all servicing requests related to client relationships.
• Assist with post-closing items such as exception citing's, covenant items, and booking accuracy.
• Work closely with Relationship Manager(s) to onboard new Deposit Account for clients and provide guidance to resources.
• Maintain client records for loan and deposit accounts.
• Provide professional customer service while answering questions and resolving issues.
• Facilitate loan payments, payoffs, and collateral release requests.
• Assist with Salesforce maintenance.

Skills

Customer service

Relationship management

Onboarding

Serving requests

Education

High School Diploma or GED

Tools

Salesforce

Job description

At UMB Bank, the Sr. Commercial Relationship Specialist provides a highly skilled level of support to Relationship Managers and Clients within Commercial Banking while maintaining and supporting the development of relationships with customers and internal partners.

How you'll spend your day:

• Assist Relationship Manager(s) by performing daily support activities related to client relationships.
• Act as point of contact for Commercial Banking clients for all servicing requests related to client relationships.
• Assist with post-closing items such as exception citing's, covenant items, and booking accuracy.
• Work closely with Relationship Manager(s) to successfully onboard new Deposit Account for clients as well as provide guidance to clients to the appropriate resource for servicing and assistance.
• Maintain client records for both loan and deposit accounts.
• Provide professional and courteous customer service while answering questions, researching issues, and providing resolutions as needed.
• Facilitate loan payments, loan payoffs, and collateral release requests.
• Assist with Analysis Refund requests.
• Facilitate no-pin wires.
• Assist with transfers (account to account, loan to account).
• Manage daily customer overdraft communication and decisioning.
• Assist with Loan and Deposit Account information/documentation.
• Assist with Salesforce maintenance.
• Other duties as necessary.

We're excited to talk to you if: You possess a High School Diploma or GED and 4+ years of general banking experience or 3+ years commercial banking experience.

This position was posted on 09/08/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range: $59,085 - $86,922

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.

• 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

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 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