Lead client interactions as a Treasury Management Specialist at UMB, supporting commercial banking clients with treasury products and services. This role emphasizes relationship-building and effective communication. As a Treasury Management Specialist, you will be integral in addressing the day-to-day servicing needs of commercial clients.

Your proactive approach will identify client solutions and improve overall satisfaction. Collaborating with various internal teams, your role includes ensuring timely service delivery and managing client documentation effectively. Key Responsibilities:

- Act as primary contact for commercial clients
- Proactively identify client needs and solutions
- Respond to inquiries with a sense of urgency
- Coordinate customer documentation for treasury services
- Collaborate with internal teams to resolve client issues

Requirements:

- High school diploma or equivalent experience
- 5+ years of relevant customer service experience
- Excellent verbal and written communication skills
- Understanding of treasury operations and services
- Effective time management and problem-solving skills

Deliver impactful Treasury Management solutions as part of the UMB team.

📌 Treasury Management Specialist at UMB (Quinte West)
🏢 UMB Bank
📍 Quinte West