At UMB Bank, the Commercial Relationship Specialist Senior role provides a highly skilled level of support to Relationship Managers and Clients within Commercial Banking while maintaining and supporting the development of relationships with customers and internal partners.
Primary Responsibilities
Assist Relationship Manager(s) by performing daily support activities related to client relationships and keep respective Relationship Manager informed when appropriate
Act as point of contact for Commercial Banking clients for all servicing requests related to client relationship
Manage post-closing requirements such as exception citing's, collateral perfections, covenant items, etc.
Work closely with Treasury Management team to successfully onboard new Deposit Account and Treasury Services for clients as well as provide guidance to clients to the appropriate resource for servicing and assistance
Maintain client records for both loan and deposit accounts
Provide professi...