Transaction Specialist

UMB Financial
Kansas City
Workplace: OnsiteFull timeUSD 18 - 19 hourlyFunction: Customer Support (Service Desk)Education: high_schoolSkills: ["Accuracy","Organization","Communication","Customer service","Rapport building"]

Handle accurate, efficient customer transactions and service requests in a fast-paced branch environment while following policies, procedures, and regulations. Deliver an exceptional customer experience in the lobby, drive-thru, and by phone, maintaining rapport and recommending next best help. Support branch operations for safety and soundness, learn self-service and digital tools to guide customers, and help meet growth targets by connecting customers with relevant team members.

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UMB Financial
UMB Financial
2 months ago

Transaction Specialist

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Source: Company careers pageValidated by: Fursa AI
Status: Live

Job Summary

Handle accurate, efficient customer transactions and service requests in a fast-paced branch environment while following policies, procedures, and regulations. Deliver an exceptional customer experience in the lobby, drive-thru, and by phone, maintaining rapport and recommending next best help. Support branch operations for safety and soundness, learn self-service and digital tools to guide customers, and help meet growth targets by connecting customers with relevant team members.
Location: Kansas City
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Entry level

Key Responsibilities

  • •Complete financial transactions and service requests accurately and efficiently while complying with policies, procedures, and regulations.
  • •Deliver an exceptional customer experience in the lobby, drive-thru, and over the phone to earn personal customer recommendations.
  • •Support branch daily operations to maintain safety and soundness for both the customer and the bank.
  • •Maintain expert knowledge of self-service and digital platforms to help customers complete banking needs conveniently.
  • •Identify opportunities to connect customers with team members to help them make, save, and protect money while helping meet growth targets.

Pay and Benefits

Salary: USD 18 - 19 hourly
Perks:Paid Leave401kPaid HolidaysHealth InsuranceDentalVisionGym Membership

Key Requirements

  • •HS Diploma or equivalent
  • •Ability to work Saturdays as needed or scheduled
  • •Basic math and cash handling skills
  • •Ability to learn products, services, and processes quickly and accurately
  • •Strong computer skills and professionalism to manage complex transactions and service tasks across multiple systems
Education:High School
Skills:AccuracyOrganizationCommunicationCustomer serviceRapport building

Company Brief

UMB Financial
UMB Financial is a diversified financial holding company offering commercial banking, treasury management, payment solutions, trust services, and asset servicing. It serves businesses, institutions, and individuals through banking and financial products across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1913
WebsiteLinkedIn