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Job Details

TM Implementation u0026 Svc Spec

Location
Kansas City, MO, United States

Posted on
Aug 11, 2020

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:,ActualValueFromSolar:null},{QuestionName:What Youu0027ll Do,AnswerValue:Role will align to a geographic banking territory and Treasury Management Sales Officer (TMO) in support of Commercial Tier 1, Commercial/Small Business Tier 3 and Commercial/Business Banking Tier 2. Responsibilities include but are not limited to:u003cbr/u003eu003cbr/u003e- Primary interface with clients, (via all forms of communication, phone, email, in person) TMO or Commercial Banking Officer to ensure best in class service. u003cbr/u003e- Facilitate and support implementation and maintenance of all Treasury Management products and services across multiple Operational teams and partners.u003cbr/u003e- Prepare and coordinate required customer documentation including but not limited to, addition of incremental TM services, adding/deleting accounts and users, update of user profiles, maintenance of existing users. u003cbr/u003e- Manage SLAu0027s and priority requests by utilizing BPM (Business Process Management) workflow tool for processing of requests.u003cbr/u003e- Ensure adherence to documentation and Compliance requirements by validating authorized signers against organization resolutions, signature cards and other applicable entity documents.u003cbr/u003e- Work closely with Commercial Document Review u0026 Commercial Relationship Specialists when discrepancies in client entity documentation is discovered. u003cbr/u003e- Through daily interactions assist clients with product u0026 service training, this includes navigation of all banking services within UMB Direct, testing and uploading of Positive Pay Files, File Transmissions, BAI and EDI file support.u003cbr/u003e- Provide support for RFPu0027s (Request for Proposals), Pricing pro-formas, Client Reviews, Billing, Exception/Waived Pricing. u003cbr/u003e- Lead and/or facilitate training and education of clients including demosu003cbr/u003e- 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. u003cbr/u003e- Will complete special projects and other duties as assigned.,VerityZone:jobdescription,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Requisition Number,AnswerValue:11825BR,VerityZone:autoreq,QuestionType:text,ActualValueFromSolar:null},{QuestionName:At UMB,AnswerValue:We strive to deliver u003ciu003etheu003c/iu003e unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity! u003cbru003eu003cbru003eWhat youu0027ll get: u003cbru003eu003cbu003eUnique Benefit Programs : u003c/bu003e We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!!u003cbru003eu003cbu003eProfessional Development: u003c/bu003eWe provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.u003cbru003eu003cbu003eCommunity Involvement:u003c/bu003e Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice.u003cbru003eu003cbu003eCulture of Diversity and Inclusion: u003c/bu003eWe are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas. u003cbru003eu003cbru003ePlease visit us at u003ca href=****target=_blank\u003ecareers.umb.comu003c/au003e to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.,VerityZone:formtext38,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Work Schedule,AnswerValue:Monday-Friday: hours may vary 9am-6pm,VerityZone:formtext12,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Division Name,AnswerValue:TM, Card, and Bank Product ,VerityZone:formtext8,QuestionType:single-select,ActualValueFromSolar:null},{QuestionName:City,AnswerValue:Kansas City,VerityZone:formtext13,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Preferred Requirements,AnswerValue:- Certified Treasury Management Professional,VerityZone:formtext34,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Job Title,AnswerValue:TM Implementation u0026 Svc Spec,VerityZone:formtext29,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Address,AnswerValue:1010 Grand Blvd,VerityZone:formtext31,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Shift,AnswerValue:Full Time ,VerityZone:formtext5,QuestionType:single-select,ActualValueFromSolar:null},{QuestionName:State,AnswerValue:MO,VerityZone:formtext28,QuestionType:text,ActualValueFromSolar:null},{QuestionName:In this Role, You will Need,AnswerValue:- Demonstrates attention to detail, strong team player, take end-to-end ownership, drive for results in support of growing the business, sustain intensity and optimism while focusing on the clientu003cbru003e- Working knowledge of Implementation, Servicing or Operations at a Financial Services Companyu003cbru003e- Working knowledge of all bank platforms, systems, productsu003cbru003e- Demonstrates excellent oral/written communication skillsu003cbru003e- Demonstrates organization and ability to multi-task in a fast-paced environmentu003cbru003e- Demonstrates high motivation, ability to work independently, self-starteru003cbru003e- Individual must possess strong analytical and problem solving skills and demonstrate willingness to be innovativeu003cbru003e- Demonstrates Proficiency of Microsoft Office software(Excel, Word, PowerPoint)u003cbru003e- Ability to learn and speak confidently on all Treasury Management Products,VerityZone:formtext33,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Who You Are,AnswerValue:- Bacheloru0027s degree or equivalent relevant experienceu003cbru003e- 4 years Commercial Banking or Treasury/Cash Management experience, Customer Service u0026 Sales or experience in related field u003cbru003e- Client Relationship Management experience.,VerityZone:formtext44,QuestionType:textarea,ActualValueFromSolar:null}],GQId:1761,isGQResponsive:true,isActive:true,isSocialReferralJobRestricted:false,localeId:1033,AutoOptionalReqId:11825BR,Title:TM Implementation u0026 Svc Spec,JobSiteId:5319,Link:****{Responsive_AdvancedCSS: /*#N#GUIDELINES#N##N#• Enter CSS here.#N##N#• Please take care not to compromise accessibility including color contrast.#N##N#• Please test all window widths so that all responsive break-points remain in tact.#N##N#• Please refer to attributes of the body tag to limit the scope of your rules to a single workflow, or else be sure to check each individual workflow.#N#*/#N##N#input[type=text],input[type=password] { #N#background-color: #ffffff; 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