Commercial Relationship Specialist Sr.

Posted 2 Days Ago
Be an Early Applicant
Kansas City, MO, USA
In-Office
59K-87K Annually
Senior level
Fintech
The Role
Supports commercial banking transactions involving deposits, loans, overdrafts, transfers, statements, wires, and account maintenance. Maintains electronic customer and prospect files, gathers documentation for account openings, coordinates with Treasury and Commercial Officers, and provides administrative support including travel and expense reporting. Requires commercial loan documentation experience, knowledge of loan and corporate organizational documents, familiarity with bank policies and regulatory compliance, strong communication, attention to detail, and multitasking abilities.
Summary Generated by Built In

The Commercial Relationship Specialist role will assist the National team inside the Commercial department on day-to-day transactions on deposits and loans. 

How you will spend your time: 

  • You will handle deposit account overdrafts, account-to-account transfers, research transaction history, provide account statements & maintenance.

  • You will create/maintain electronic files for commercial customers & prospects. 
  • You will assist with wires. 
  • You will work closely with Treasury and the Commercial Officer regarding depository products for customers. (Gathering required documentation to facilitate account openings.) 
  • You will provide administrative support for Commercial Officer (travel, expense reports). 
  • Other duties as assigned. 

We are excited to talk with you if: 

  • You have a high school education or equivalent. 
  • You have 2 years of Commercial loan documentation processing experience. 
  • You demonstrate general knowledge of Microsoft Office Products (Excel, Word). 
  • You show excellent attention to detail. 
  • You take pride in good verbal and written communication skills. 
  • You demonstrate the ability to multitask and prioritize conflicting demands. 
  • You display above average interpersonal skills and ability to work well with others. 
  • You have knowledge and understanding of loan documentation and corporate organizational documentation. 
  • You are familiar of bank loan policy and regulatory compliance. 
This position was posted on 08/19/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range:

$59,085 - $86,922

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. 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 [email protected] 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.


#LI-AS1

Skills Required

  • High school education or equivalent
  • 2 years of commercial loan documentation processing experience
  • General knowledge of Microsoft Office products, including Excel and Word
  • Excellent attention to detail
  • Good verbal and written communication skills
  • Ability to multitask and prioritize conflicting demands
  • Above-average interpersonal skills and ability to work well with others
  • Knowledge and understanding of loan documentation and corporate organizational documentation
  • Familiarity with bank loan policy and regulatory compliance

UMB Banks Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about UMB Banks and has not been reviewed or approved by UMB Banks.

  • Leave & Time Off Breadth PTO is positioned as generous, with at least 20 days for full-time employees that scale with tenure, plus dedicated volunteer hours and a personal well-being day. This breadth is complemented by paid holidays and additional time-off elements described in company materials.
  • Parental & Family Support Up to eight weeks of paid parental leave at 90% of base pay is offered, alongside adoption reimbursement, fertility coverage, caregiver leave, and family-care tools. These supports indicate a robust approach to family and caregiver needs.
  • Retirement Support Retirement offerings include a 401(k) with company match plus profit sharing with an ESOP component. The retirement program is described as a strong aspect of the overall package.

UMB Banks Insights

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The Company
HQ: Kansas City, MO
3,689 Employees
Year Founded: 1913

What We Do

UMB Financial Corporation is a leading provider of financial services for individuals and institutions. Bank deposit products provided by UMB Bank n.a., Member FDIC. Equal Housing Lender. For additional disclosures and information, view our Privacy Statement and Legal Terms and Conditions found on www.umb.com.

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