Commercial Relationship Specialist

UMB Bank • Indianapolis, IN • 5h ago

COMMERCIAL RELATIONSHIP SPECIALIST-FRANCHISE FINANCE & HEALTHCARE

At UMB Bank, the Commercial Relationship Specialist provides a highly skilled level of support to Relationship Managers and Clients within Commercial Banking while maintaining and supporting the development of relationships with customers and internal partners.

Primary Responsibilities

Assist Relationship Manager(s) by performing daily support activities related to client relationships and keep respective Relationship Manager informed when appropriate

Act as point of contact for Commercial Banking clients for all servicing requests related to client relationship

Manage post-closing requirements such as exception citing's, collateral perfections, covenant items, etc.

Work closely with Treasury Management team to successfully onboard new Deposit Account and Treasury Services for clients as well as provide guidance to clients to the appropriate resource for servicing and assistance

Maintain client records for both loan and deposit accounts

Provide professional and courteous customer service while answering questions, researching issues, and providing resolutions as needed

Facilitate loan payoffs and collateral release requests

Assist with Analysis Refund requests

Facilitate no-pin wires

Assist with transfers

Handle customer overdraft communication and decisioning

Provide and assist with Loan and Deposit Account information/documentation

Requirements

High School Diploma or GED and three (3) years general banking experience OR a Bachelor's degree and two (2) years banking or client support experience.

Application Deadline: December 31, 2025

Compensation Range:

$37,490.00 - $71,920.00

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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