Treasury Client Solutions Specialist

UMB Bank; Kansas City (MO); On-site; USD 68,000 - 100,000; Full time

Job summary

UMB Bank in Kansas City, MO seeks a Treasury Service Specialist to manage day‑to‑day commercial bank servicing of treasury products, loans, and deposits. You will serve as the primary contact, build trusted client relationships, and coordinate with implementations, treasury, and banking officers.

The role emphasizes proactive problem solving, timely responses, and delivering tailored Treasury Management solutions.

Qualifications

• 5+ years proven customer service experience or equivalent background preferably in banking or financial services.
• Excellent professional verbal and written communication skills.
• Flexibility to multi-task in a fast-paced environment with quick turnaround requests.

Responsibilities

• Serve as primary point of contact for commercial clients via phone or email to support day‑to‑day servicing needs
• Develop a relationship with the client proactively to identify solutions to problems and improve the client experience
• Understand the client’s expectations and needs to serve as the point person for all their treasury needs
• Respond with a sense of urgency to all internal and external client calls, questions and/or concerns
• Work in collaboration with the Relationship Team while setting clear expectations regarding deliverables and due dates
• Ensure TUCE through quality service and coordination of client needs with other functions as needed and serve as liaison for client
• Provide client point of contact for day‑to‑day Treasury Management needs, questions, research, etc.
• Prepare and coordinate appropriate customer documentation including but not limited to, adding/deleting accounts, addition of new users, update of user profiles, and maintenance of existing users within UMB Direct
• Assist clients with product solution needs and implement incremental new Treasury Management Products & Services for on time delivery through daily interactions
• Manage resolution of client needs by identifying and coordinating appropriate bank resources by partnering with internal departments to ensure client needs are met and problems are followed through to resolution
• Identify opportunities proactively for clients to self‑serve; Will complete special projects and other duties as assigned.

Skills

Customer service

Communication skills

Time management

Attention to detail

Multi-tasking

Teamwork

Interpersonal skills

Problem solving

Education

High school diploma or equivalent

Tools

Online Banking platforms

ACH

Wire transfers

Bank Operations systems

Job description

UMB Bank in Kansas City, MO seeks a Treasury Service Specialist to manage day‑to‑day commercial bank servicing of treasury products, loans, and deposits. You will serve as the primary contact, build trusted client relationships, and coordinate with implementations, treasury, and banking officers.

The role emphasizes proactive problem solving, timely responses, and delivering tailored Treasury Management solutions.