Commercial Service Specialist

UMB Bank • Helena, MT • 3h ago

COMMERCIAL SERVICE SPECIALIST-REMOTE

This role will support and manage the day-to-day operations and service of commercial banking clients. Including, but not limited to; servicing of treasury products, loans, and deposits by handling client requests while working hand in hand with internal teams, including implementations, treasury team, and banking officers. As the primary contact, you will be a vital part of the client's relationship to help deliver growth and opportunity by creating a trusting relationship.

How you will spend your time:

Serve as primary point of contact for commercial clients via phone or email to support day-to-day servicing needs

Develop a relationship with the client proactively to identify solutions to problems and improve the client experience

Help to onboard new checking, savings, and CD accounts for clients; Understand the client's expectations and needs to serve as the point person for all their banking needs

Respond with a sense of urgency to all internal and external client calls, questions and/or concerns

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

Ensure The Unparalleled Customer Experience (TUCE) through quality service and coordination of client needs with other functions as needed and serve as liaison for client

Provide client point of contact for day-to-day banking needs, questions, research, etc.

Manage resolution of client needs by identifying and coordinating appropriate bank resources by partnering with internal departments to ensure client needs are met and problems are followed through to resolution

Identify opportunities proactively for clients to self-serve

Will complete special projects and perform other duties as assigned

We're excited to talk with you if you have:

High school education or equivalent and 3+ years proven customer service experience OR any combination of education and experience that would provide an equivalent background preferably in banking or financial services

Excellent professional verbal and written communication skills

Flexibility and ability to multi-task in a fast-paced environment with quick turnaround requests

Strong organizational skills

Attention to detail

Effective time management skills

Disciplined self-motivation

Resolution-based problem-solving abilities

Ability to work independently as well as in team environments and good interpersonal and networking skills to work with other internal areas

APPLICATION DEADLINE: OCTOBER 31, 2025

Compensation Range:

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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