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Support the Digital Product team with data analysis, reporting automation, KPI tracking, market research, incident/root-cause analysis, UAT, and cross-functional collaboration to improve digital banking product performance and customer satisfaction.

Process and establish new securities for Institutional Custody and Corporate Trust, respond to client inquiries, update securities records, ensure accurate processing, cross-train for backup, and deliver excellent client service in a fast-paced environment.

Provide accurate financial transactions and customer service in branch and drive-thru, maintain compliance, promote digital self-service, support branch operations, and identify opportunities to refer customers to other bank products.

Manage institutional client onboarding and asset conversions for custody clients, coordinating account/user/system setups, tracking asset and market openings, partnering with internal teams on documentation and audits, and leading communication to ensure successful client launch to UMB.

Investigate and resolve domestic and international wire payment issues (amendments, traces, recalls). Communicate with clients and banks, analyze ISO wire text, process exceptions, reconcile accounts, support wire settlements (NSCC/DTCC), and maintain accurate documentation and balances. Support system reporting and resolve general ledger discrepancies.

The Manager of Tax and Accounting Services oversees tax associates, ensures compliance with tax regulations, reviews tax returns, manages projects, and promotes client relationships.

Manage and grow a commercial banking portfolio for companies with $50M–$500M revenue. Prospect for new C&I clients, expand and retain relationships, analyze credit and financials, and cross-sell treasury, virtual card, trust, and other bank products.

Manage a mid-to-large commercial lending portfolio, maintain credit quality, grow revenue through prospecting and cross-selling, partner with officers to service clients, perform credit underwriting and loan renewals, and provide ongoing client support.

Lead and coordinate end-to-end onboarding projects for commercial clients, focusing on Treasury Management implementations. Manage multiple projects, develop and maintain implementation plans, coordinate internal resources and client communications, provide training, oversee testing and handoffs, resolve issues/escalations, and ensure timely delivery and documentation.

Perform budgeting, forecasting, financial modeling, analysis, reporting, and close support for a line of business. Deliver analytics and presentations to influence senior leadership decisions and evaluate ROI.