Commercial Implementation Specialist UMB Bank NA
Overview
Lead client onboarding journeys for Commercial Bank across Kansas City Missouri. Own the full project lifecycle from program design to deployment. Partner with Relationship Managers Treasury Management Officer Commercial Service Specialists and Commercial Account Specialist. Deliver solutions for Treasury Management services and ensure seamless integration with client systems. Drive cross‑functional collaboration and maintain transparent communication with senior stakeholders.
What You'll Do11
- 1Build and manage end‑to‑end implementation plans for new clients including program design and technical setup
- 2Design and execute data extraction strategies for integration with client internal systems
- 3Translate client requirements into optimal system architectures and solution designs
- 4Coordinate with Relationship Managers Treasury Management Officer Commercial Service Specialists and Commercial Account Specialist to align on deliverables
- 5Lead client project calls and maintain status updates for internal and external stakeholders
- 6Escalate and resolve implementation issues while holding task owners accountable
- 7Maintain documentation of project plans and track progress against defined timelines
- 8Provide training to clients on UMB applications and platform navigation
- 9Collaborate with QA groups to develop and execute test plans
- 10Oversee transition from project delivery to service support handoff
- 11Prepare audience‑specific status reports ensuring clarity and timeliness
Requirements8
- 1High school diploma or equivalent plus 5+ years proven program implementation experience
- 2Project management expertise or equivalent combination of education and experience
- 3In‑depth understanding of customer‑facing internet‑based treasury applications
- 4Strong knowledge of commercial treasury products and related processes
- 5Working knowledge of bank platforms including mainframe UMB Direct and UMB Online Banking
- 6Proficiency with Microsoft Office Suite and web‑based treasury tools such as Pep+
- 7Understanding of cash management products and related implementation workflows
- 8Ability to work in diverse geographic locations including California Washington DC New Jersey and New York
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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