UMB
Commercial Implementation Specialist
Kansas City MO
Sponsorship not specified$62k-$91kDetected 15 days ago
CSSProject ManagementSalesExcelCommunicationCollaborationProblem SolvingMicrosoft Office
About the role
- You will be responsible for the management of multiple simultaneous projects with regular updates and reporting to senior level associates.
- You will be responsible for managing the overall development & deployment with each client including maintaining all Commercial Implementation project plans, compiling issues, and ensuring updates to the plans are documented.
- You will have the responsibility of working with the Client, Sales team, and IT to ensure approved projects stay on task and within scope.
Responsibilities
- As the Commercial Implementation Specialist, you will be responsible for leading and coordinating all aspects of the project life cycle with responsibility for the client journey through the implementation of new clients in Commercial Bank, supporting Treasury Management onboarding efforts across the entire Commercial footprint which includes set up of programs and any design.
- You will partner with Relationship Managers (RM), Treasury Management Officer (TMO), Commercial Service Specialists (CSS) and Commercial Account Specialist (CAS) to ensure seamless client onboarding journey.
- You will work closely with sales and product teams to secure necessary resources to implement products for both new and existing clients in a timely manner.
- You will manage the onboarding by identifying and coordinating appropriate bank resources by partnering with internal areas/departments to ensure services are onboarded properly.
- You will provide consultation for TMO and their clients in the program design and implementation process, as well as data extract design for data integration with clients' internal systems.
- You will translate client needs information received into an optimal system design.
- You will schedule and lead project calls with clients and key business partners.
- You will lead collaboration with the project core team to develop and execute the implementation project plan, establishing clear expectations and providing transparency of timelines using project management principles and practices.
- You will manage and coordinate client and internal partner communication and status updates, including senior stakeholders.
- You will manage clear expectations and understanding, internally and externally by establishing clear timelines and managing documentation requirements.
Requirements
- You possess a high school diploma or equivalent and 5+ years proven program implementation or service experience.
- You have in depth understanding of customer facing internet-based applications.
- You have great understanding of commercial treasury products.
- You have working knowledge and understanding of implementation, servicing, and operational processes, preferably at a financial services company.
- You have working knowledge of bank platforms, systems, products.
- You have proficiency of Microsoft Office suite (Excel, Word, PowerPoint, Project).
- You have knowledge and understanding of Web-based Treasury applications, including but not limited to Pep+, mainframe, UMB Direct, UMB Online Banking or equivalent.
- You have knowledge and understanding of Cash Management products.
Compensation
- Compensation Ranges:
Benefits
- Please see the description of benefits included with this job posting for additional information.
- Benefit offerings and eligibility requirements vary.
Company info
- Are you ready to be part of something more?
Equal opportunity
- 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.