Commercial Account Specialist

UMB Bank • Oklahoma City, OK • 4d ago

COMMERCIAL ACCOUNT SPECIALIST-REMOTE

This role is responsible for all the tasks related to opening and maintaining accounts (demand deposit and time deposit) across the Commercial Bank for new and existing clients, which involves including client contact. In addition to Commercial Bank, this role will provide the same oversight related to document review for involve working with other business partners including, but not limited to: Institutional Bank, Business Banking, Legal and Corporate Risk Private Banking, Consumer Bank. This position is accountable for providing the unparalleled customer experience.

Primary Responsibilities

Review legal documentation, which is the process of analyzing entity documentation, pertaining to, but not limited to, Corporations, Limited Liability Companies, Limited Liability Partnerships, Joint Ventures and Trusts, to properly title and determine authorized signers on our various banking documents, for both new and existing clients.

Same applies to existing client requests to add or change a signer on an existing account.

Document the beneficial ownership of each legal entity customer account (down to those natural persons (individuals) that own the commercial entity and those natural persons that will access the banking and payment systems through the account).

Prepares all new or updated banking documents paperwork for the client and makes the process simple and efficient to accurately open/update all deposit account requests while adhering to all compliance and regulatory policies and procedures.

Establishes accounts through our Business Automation Workflow Process Management (BPM BAW) system (accurately, timely and efficiently).

Perform StartRight for new accounts opened.

Maintains a thorough and complete client file including all documentation required for ongoing client support and regulatory requirements.

Track requests and participate in Team Meetings to analyze requests received, problem solve common issues and recommend changes to training or procedures.

Responds timely to all internal and external client calls, questions and/or concerns.

Facilitates the clearing of Clears all Account Opening Escalations in a timely manner.

Works in collaboration with the Relationship Team while setting clear expectations regarding deliverables and due dates.

Qualifications

High school diploma or equivalency

5+ years of providing unparalleled customer experience

1+ year of banking or financial services experience

Excellent verbal and written communication skills

Ability to multi-task and be flexible in a fast-paced environment with quick turnaround requests

Strong organizational skills, attention to detail

Proficiency with Microsoft Office (Word, Excel, Outlook)

Good time management skills and self-motivation

Ability to work independently and also as part of a team

Good problem solving skills

Compensation Range:

$62,310.00 - $119,200.00

The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In 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?

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 talentacquisition@umb.com to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy\Notice\for\California\Candidates\Original\file.pdf) to understand how we collect and use your personal information when you apply for employment with UMB.

Who we are

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB\Tuce\Book\Original\file.pdf)

Check out the road to a career at UMB

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