Transaction Specialist

UMB begins with YOU! We measure success in how we use every transaction and interaction to improve our customers financial wellbeing. Our Branch Transaction Specialist are at the forefront engaging the client by name and ensuring that they feel welcomed and appreciated. Branch Service Specialists blend technical excellence strong organizational skills with an outstanding talent for building rapport. This role delivers on our Count on More brand promise by assisting customers with simple and complex transactions resolving service inquiries introducing the convenience of digital self-service tools and managing customer flow all while complying with policies procedures and regulatory requirements.

We want you on our team if you have a passion for making your customers and teammates feel valued while holding yourself to the highest level of accuracy. Our branch environment is extremely fast paced with several daily priorities which means you have a wealth of opportunities to expand your base of knowledge aka you will never be bored.

How you will spend your time:

Completing financial transactions and service requests accurately and efficiently while complying with all policies procedures and regulations.
Earning your customers personal recommendation by consistently delivering the unparalleled customer experience in the lobby drive-thru and over the phone. Speed accuracy listening for details and an engaging personality ensure that UMB stands out from the crowd.
Play an active role in branch daily operations to ensure safety and soundness for both the customer and the bank.
Maintaining an expert knowledge of our self-service and digital platforms to help customers learn how to complete their banking needs at their convenience.
Helping your branch achieve growth targets by identifying opportunities to connect customers with team members who can help them make money save money and protect money.

We are passionate about helping our team members develop their careers! You will have deep relationships with your Managers Regional Delivery Manager and specialists. These leaders invest in your success through daily feedback personalized coaching and helping you grow your career. From day one you will receive training including hands-on practice and dedicated support throughout your on-boarding experience. With demonstrated success you will have unlimited opportunity to grow throughout the company.

Were excited to talk with you if:

You have a HS Diploma or equivalent
You have the ability to work Saturdays (include time) as needed or scheduled
You have basic math and cash handling skills
You have the ability to learn products services and processes quickly and accurately
You are professional thorough and organized with strong computer skills to manage complex transactions and service tasks across multiple systems.
You have excellent communication skills ability to make personal connections engage customers and always be courteous and professional in a team environment
You have a strong desire and ability to influence educate and connect customers to technology
You have the ability to follow policies procedures and regulations to identify risks and take appropriate action to prevent losses and keep the customer and bank safe.

Bonus points if:

You have one year experience interacting with customers or equivalent demonstrated through one or a combination of the following: work experience training military experience education
You have leadership roles experience (team lead shift lead etc) preferred
You are bilingual

Compensation Range:

The posted compensation range on this listing represents UMBs standard for this role but the actual compensation may vary by geographic location experience level and other job-related 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
Youre more than a means to an enda way to help us meet the bottom line. UMB isnt 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. Youll 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 to let us know the nature of your request.

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