Treasury Service Specialist

UMB Bank; Plano (TX); Hybrid; USD 68,000 - 100,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Health insurance

Tuition reimbursement

Wellbeing program

Paid holidays

Job summary

UMB Bank in Plano, TX is seeking a Treasury Service Specialist to support the day-to-day servicing of treasury products, loans, and deposits for commercial clients. As the primary client contact you will build trusted relationships and coordinate with internal teams to ensure timely delivery of treasury solutions.

The role requires strong communication, multi-tasking in a fast-paced environment, and a thorough understanding of cash management products.

Qualifications

• High school education or equivalent.
• 5+ years proven customer service experience OR any combination of education and experience that would provide an equivalent background preferably in banking or financial services.
• Excellent professional verbal and written communication skills.
• Flexibility and ability to multi-task in a fast-paced environment with quick turnaround requests.
• Strong organizational skills; Attention to detail.
• Effective time management, disciplined self-motivation, resolution based problem solving abilities.
• Ability to work independently as well as in team environments; good interpersonal and networking skills.
• Knowledge and understanding of Cash Management products and services, including Online Banking platforms, ACH, Wire and Bank Operations.

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.

Job description

Hybrid

Kansas City MO

Fort Worth TX

Wichita KS

Plano TX

Full time

R-9251

As the Treasury Service Specialist will support and manage the day-to-day operations of the Commercial Bank servicing of treasury products, loans, and deposits by handling client requests while working hand in hand with internal teams, including implementations, treasury team, and banking officers. As the primary contact, you will be a vital part of the client’s relationship to help deliver growth and opportunity by creating a trusting relationship.

How you will spend your time:

• 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.

We are excited to talk to you if:

• High school education or equivalent
• 5+ years proven customer service experience OR any combination of education and experience that would provide an equivalent background preferably in banking or financial services
• Excellent professional verbal and written communication skills
• Flexibility and ability to multi-task in a fast-paced environment with quick turnaround requests
• Strong organizational skills; Attention to detail
• Effective time management skills, disciplined self-motivation, resolution based problem solving abilities
• Ability to work independently as well as in team environments; Good interpersonal and networking skills to work with other internal areas
• Knowledge and understanding of Cash Management products and services, including but not limited to, Online Banking platforms, ACH, Wire and Bank Operations

This position was posted on 08/19/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range:

$67,869 - $99,836

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.

UMB offers competitive and varied benefits to eligible associates, such as 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. Benefit offerings and eligibility requirements vary.

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.

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