Sr. Commercial Relationship Specialistnew
UMB Financial · Bank
- All Commercial Relationship Specialist jobs
- Fresno CA, United States of America
- Full time
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.
Compensation Range:
$59,085 - $86,922The 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.
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 [email protected] 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.
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