Posted:
4/27/2026, 4:58:21 AM
Location(s):
Kansas City, Missouri, United States ⋅ Missouri, United States
Experience Level(s):
Mid Level ⋅ Senior
Field(s):
Sales & Account Management
This role will manage and lead a team that performs TM implementations and post-sales activities. Specific duties include: Track client implementations, technical issues & resolutions by working with appropriate resources to ensure issues have been resolved to client satisfaction; Ensure proactive communication with clients and internal partners; Create and reinforce the unparalleled customer experience through client support, implementation, and post-sales support, driving client retention and engagement; Develop, communicate, and review performance objectives for the team; Achieve performance metrics, client retention goals, and other key objectives; Champion process innovations, systems efficiencies, and performance enhancements; Collaborate with Operations, Treasury Management sales, and other key groups to ensure delivery of services; Partner with leaders in cross-functional teams to provide client support.; Oversee and develop the team, by setting goals and reviewing progress, conducting oversight of service & operational duties, facilitating training, providing feedback, coaching, conducting performance appraisals and salary recommendations; Educating associates on new or updated policy, procedure, and regulatory requirements; Build and submit communication to the Director of TM Implementation and Service; Determine capacity planning to ensure proper staffing; Analyze data to identify trends, understand the root causes of contact drivers to determine process improvements and/or training needs, find efficiencies, and provide reporting on specific team metrics; Evaluate risk and the need for exception-based decisions; Train to any new processes developed by the commercial administration team; Problem Solve for the complex clientele and handle client escalations; and other duties as assigned. Must have a Bachelor’s degree in Accounting, Business Administration/Management or Finance and 3+ years experience supporting Treasury Management and/or banking solutions and 1+ years Team Lead/Supervisory experience OR any combination of education and experience that would provide an equivalent background; Problem solving ability through interaction with associates, clients and business partners; Strong interpersonal, written, and verbal communication skills; Ability to mobilize internal resources to resolve issues; Strong analytical ability with attention to detail; Strong organization and prioritization skills; and proven ability to manage multiple priorities effectively.
Compensation Range:
$57,760.00 - $124,170.00The 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.
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Website: https://umb.com/
Headquarter Location: Kansas City, Missouri, United States
Employee Count: 1001-5000
Year Founded: 1913
IPO Status: Public
Last Funding Type: Post-IPO Debt
Industries: Financial Services