UMB

Supervisor - Commercial Card Client Advisors

Kansas City MO

Sponsorship not specified$62k-$91kDetected 19 days ago

SalesAccountingProcess ImprovementERPCustomer SupportResearchLeadershipCommunicationProblem Solving

About the role

UMB's bottom line is directly impacted by the growth of our commercial loan portfolio and revenue generating lines of business in Treasury Management and Commercial Card.
The team consists of Commercial Relationship Managers, Treasury/Card Sales Officers, Account Executives, and Implementation Specialists.
This role will also serve as a knowledge point for any day-to - day training and questions that come from the team.

This team manages the commercial payments relationships throughout its life - developing meaningful connections with management of companies, government and non-profits they serve.
Always mindful of the changes in the company, its industry, etc., over time that might create a change in their financial service needs.
As a Supervisor Commer ci al Client Advisor, y ou will have the Commercial Card Client Advisor team as direct reports and be their point of escalation for client issues and will report directly to the Manager of Commercial Card Programs Service & Support.
Perform consultation, research, and recommend solutions for complex card program inquiries, issues and escalations to appropriate resolution.
Responsible for keeping policies, process and procedure documents updated.
Track client issues & resolution, work with appropriate resources to ensure follow up and best practices with client and business partner(s).
Provide proactive communication with clients and internal business partners regarding all components of client experience and set best practice expectations.
You'll be valued for exactly who you are and encouraged to support causes you care about.

3+ years of credit card program or financial services experience.
Complex problem solving and ability to translate client needs
Ability to identify and solve routine technical and end user system tools issues
Demonstrate ability to communicate with multiple levels of leadership and lines of business effectively and professionally

Undergraduate degree in Business Administration/Finance
3+ years Client Relationship Management, Customer Service & Sales experience in a related field
Functional knowledge of credit card industry
Functional knowledge of Commercial Card programs, servicing and operations
Knowledge and understanding of online banking platforms including ACH, EFT, Wire Transfer, UMB Commercial Card, Commercial Card Center, and FIS
Exposure to ERP and basic accounting systems

Provide training and education to Commercial Client Advisor team and Business Partners on all program tools and best practices as needed through multiple communication channels including in person.
Handle PTO calendar, monthly and/or daily assignments for the Commercial Client Advisor team.
Please see the description of benefits included with this job posting for additional information.
Benefit offerings and eligibility requirements vary.

If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.

This listing is sourced directly from UMB's careers page and normalized into a canonical job model.