Client Advisor

UMBs bottom line is directly impacted by the growth of our commercial loan portfolioand revenue generating lines of business in Treasury Management and Commercial Card. The team consists ofCommercial Relationship Managers Treasury / Card Sales Officers Account Executives and Implementation team managesthe commercial payments relationships throughout its life developing meaningful connections with management of companies government and non-profitsthey 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 Client Advisor - Commercial Card you will align to a geographic banking territory and / or Account Executive (AE) / Card Sales Officer (CSO) in support of Tier 2 and Tier 3 Commercial Card Program Clients and Program this role you deliver the Unparalleled Customer Experience through multiple contact channels including phone email and in person by working with the Commercial Banking Officer Account Executive Card Sales Officer Program Administrator or Company Contact.

How you will spend you time :

You will be a subject matter expert and point of contact for Program Administrators Company Contacts and internal Business Partners to provide consultation research and solutions for complex card program inquiries issues and escalations to appropriate resolution.

You will track client issues & resolution work with appropriate resources to ensure follow up and satisfaction of client or business partner.

You will provide proactive communication with clients and internal business partners regarding all components of client experience and set proper expectations.

You will provide training and education to clients and business partners on all program tools and best practices as needed through multiple communication channels including in person.

You will participate in identification of process improvement and program growth opportunities through root cause analysis and program review.

You will work with clients and internal resources to implement process improvements and develop strategic program solutions for clients.

You will complete complex administrative requests such as creating card strategies account modifications expense management best practices and other card program maintenance.

You will work with AE / CSO to develop program reviews and delivery of periodic materials to assist in program growth and development including training and best practice knowledge sharing.

You will adapt and learn changes to systems tools changes to programs updates and internal communications including compliance and policy and procedure changes as needed.

You will complete special projects and any other duties as assigned.

We are excited to talk to you if you :

Bachelors Degree or equivalent relevant experience

2 years of credit card program or financial services experience;

OR 3 5 years Client Relationship Management Customer Service & Sales experience in a related field Operations Technical Support experience or equivalent education

Demonstrated attention to detail

Are a strong team player

Can own a process from end to end

Drive for results in support of growing the business

Focus on the client

Have complex problem solving skills and ability to translate client needs

Proactive follow through on issues for resolution

Strong written and verbal communication skills

Ability to identify and solve routine technical and end user system tools issues

Ability to effectively manage multiple requests concerns and problems in a professional manner requiring significant attention to detail

Excellent interpersonal skills

Demonstrated ability to communicate with multiple levels of leadership and lines of business effectively and professionally

Compensation Range :

$38910.00 - $75080.00

The posted compensation range on this listing represents UMBs standard for this role but the actual compensation may vary by geographic location experience level and other job-related addition this range does not encompass the full earning potential for this role. 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

Youre more than a means to an enda way to help us meet the bottom line. UMB isnt 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. Youll 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 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.

Required Experience :

Unclear Seniority

Key Skills

Channel Marketing,Accounting Tally,CSS,Corporate Risk Management,Hibernate,Brokerage

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 38910 - 75080