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Operations Specialist (Commercial Account…
- UMB Bank (Kansas City, MO)
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The **Operations Specialist** within the **Account Analysis** team takes ownership of the client’s billing processes to optimize revenue and operational efficiency. You will serve as Treasury Management billing Subject Matter Expert to our internal stakeholders by providing consultative guidance. With immediate proximity to our client’s billing and pricing data, you will remediate operational deficiencies, revenue leakage, and manual processing. In addition, you’re assigned project roles as needed related to critical department initiatives such as acquisitions, conversions, risk analysis, audit requirements, workflow improvement, etc. You will foster robust governance practices thru the creation and maintenance of desktop procedures that align to the billing and pricing policies at UMB Bank. You also host pricing exceptions, changes with product interest codes, and Index market-based pricing in the account analysis system and any adjustments, exception pricing or error resolution required. This is a subset of the overall responsibilities which will include multiple initiatives as assigned by Bank Operations leadership.
This role is hybrid (Mon through Thu on-site / Fri remote) at the UMB Tech Center located in downtown Kansas City, MO.
_How you’ll spend your time:_
+ Creates and maintains operational oversight and controls to ensure the monthly customer billing is accurate and timely.
+ Process exception or escalated tasks for time critical or high-profile client issues to ensure satisfactory resolution.
+ Communicate timely and effectively with all clients (including high-profile clients) and/or internal and external business partners.
+ Maintain knowledge, understanding, and follow all bank policies and procedures.
+ Investigate exceptions and/or errors to identify cause and corrective action.
+ Assist manager with daily workflow assignment, monitoring productivity, training, maintaining quality metrics and resolving incidents.
+ Participate in quality assurance and disaster recovery testing, or other projects as assigned by manager.
+ Understand and remain current on related industry activity, changes, regulations, announcements.
+ Process daily work associated with your department including but not limited to account or file reconciling, prep work for processing, post adjustment entries, research and resolve or escalate operational or transactional issues.
+ Identify potential process improvements and implement documented solutions along with developing new or updating procedures.
+ Ability to utilize technical aptitude that allows for quick learning of company systems, platforms, and products.
_We’re excited to talk with you if:_
+ You have at least 5 years of experience with banking or financial processing.
+ You are able to communicate clearly with coworkers, managers, business partners, and clients, written and verbally.
+ You are able to utilize technical aptitude that allows for quick learning of company systems, platforms, and products.
+ You are able to work effectively in a team environment.
+ You demonstrate knowledge of risk types and ability to mitigate independently or escalate appropriately.
+ You possess strong customer services skills.
+ You are able to work autonomously, escalating issues or problems as appropriate.
+ You have the ability to recognize errors, issues, special requests, or inconsistencies in daily operations to solve or escalate to appropriate associate or manager.
+ You have demonstrated organization/time management and ability to perform job functions with numerous interruptions.
_Bonus Points If:_
+ You have bank operations experience specifically to ACH, ATM, Lockbox, Wires, or Deposit Operations.
+ You are able to understand processes end to end and cross-functional work with other operational units.
+ You have strong problem-solving and analytical skills.
Compensation Range:
$38,910.00 - $75,080.00
_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_ [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 (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)
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