UMB’s bottom line is directly impacted by the growth of our commercial loan portfolio and revenue generating lines of business in Treasury Management and Commercial Card. The team consists of Commercial Relationship Managers, Treasury/Card Sales Officers, Account Executives, and Implementation Specialists. This team manages the commercial payments relationships throughout its life – developing meaningful connections with management of companies, government and non-profits they serve. Always mindful of the changes in the company, its industry, etc., over time that might create a change in their financial service needs.
As a Supervisor Commercial Client Advisor, you will have the Commercial Card Client Advisor team as direct reports and be their point of escalation for client issues and will report directly to the Manager of Commercial Card Programs Service & Support. This role will also serve as a knowledge point for any day-to- day training and questions that come from the team. Will escalate any situations as needed to the Manager.
How you will spend your time:
- Function as the subject matter expert and point of contact for the Commercial Client Advisor team.
- Perform consultation, research, and recommend solutions for complex card program inquiries, issues and escalations to appropriate resolution.
- Serve as the point of escalation that is available to the team for their immediate needs. If a client needs to speak to a manager or an employee needs assistance on how to work an item.
- Assist with the onboarding and training of new hires. Responsible for keeping policies, process and procedure documents updated.
- Track client issues & resolution, work with appropriate resources to ensure follow up and best practices with client and business partner(s).
- Provide proactive communication with clients and internal business partners regarding all components of client experience and set best practice expectations.
- Provide training and education to Commercial Client Advisor team and Business Partners on all program tools and best practices as needed through multiple communication channels including in person.
- Handle PTO calendar, monthly and/or daily assignments for the Commercial Client Advisor team.
- Conduct monthly 1-on-1s, Next 90 and team meetings for the Commercial Client Advisor team.
- Participate in identification of process improvement and program growth opportunities through root cause analysis and program review.
- Complete special projects as needed.
- Other duties as assigned.
We are excited to talk to you if you:
- High School Diploma or Equivalent
- 3+ years of credit card program or financial services experience.
- Complex problem solving and ability to translate client needs
- Strong written and verbal communication skills
- Ability to identify and solve routine technical and end user system tools issues
- Ability to effectively manage multiple requests, concerns and problems in a professional manner requiring significant attention to detail
- Demonstrates attention to detail, end-to-end ownership, drive for results in support of growing the business, with a focus on the client
- Demonstrate ability to communicate with multiple levels of leadership and lines of business effectively and professionally
- Demonstrates strong interpersonal skills
Bonus points if:
- Undergraduate degree in Business Administration/Finance
- 3+ years Client Relationship Management, Customer Service & Sales experience in a related field
- Functional knowledge of credit card industry
- Functional knowledge of Commercial Card programs, servicing and operations
- Knowledge and understanding of online banking platforms including ACH, EFT, Wire Transfer, UMB Commercial Card, Commercial Card Center, and FIS
- Exposure to ERP and basic accounting systems
- Functional knowledge of credit card industry
- Functional knowledge of Commercial Card programs, servicing and operations
- Knowledge and understanding of online banking platforms including ACH, EFT, Wire Transfer, UMB Commercial Card, Commercial Card Center, and FIS
- Exposure to ERP and basic accounting systems
Compensation Ranges:
US Employees in California, Washington DC, New Jersey, and New York:
$62,310 - $90,760US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:
$56,890 - $83,080US Employees in all other states not listed above:
$51,480 - $75,410The 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.
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Skills Required
- High School Diploma or Equivalent
- 3+ years of credit card program or financial services experience
- Complex problem solving and ability to translate client needs
- Strong written and verbal communication skills
- Ability to identify and solve routine technical and end user system tools issues
- Ability to effectively manage multiple requests, concerns and problems with significant attention to detail
- Demonstrates attention to detail, end-to-end ownership, and drive for results
- Ability to communicate with multiple levels of leadership and lines of business effectively and professionally
- Demonstrates strong interpersonal skills
- Undergraduate degree in Business Administration/Finance
- 3+ years Client Relationship Management, Customer Service & Sales experience
- Functional knowledge of credit card industry
- Functional knowledge of Commercial Card programs, servicing and operations
- Knowledge of online banking platforms including ACH, EFT, Wire Transfer, UMB Commercial Card, Commercial Card Center, and FIS
- Exposure to ERP and basic accounting systems
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.
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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.
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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.
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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
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.
