Client Advisor-Commercial Card

UMB Financial
Kansas City
Workplace: HybridFull timeFunction: Customer Success & Account ManagementExperience: 2-5 yearsEducation: bachelorsSkills: ["Attention to detail","Team player","Owning processes","Drive for results","Written and verbal communication"]

Serve as a subject matter expert and primary contact for commercial card program administrators and client contacts. Align to a geographic territory and partner with Commercial Banking, Account Executives, and Program stakeholders to deliver an exceptional client experience. Triage and resolve complex card program inquiries, track issues through follow-up, provide training on program tools and best practices, support process improvements via root-cause analysis, and complete administrative program maintenance.

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UMB Financial
UMB Financial
2 months ago

Client Advisor-Commercial Card

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

Job Summary

Serve as a subject matter expert and primary contact for commercial card program administrators and client contacts. Align to a geographic territory and partner with Commercial Banking, Account Executives, and Program stakeholders to deliver an exceptional client experience. Triage and resolve complex card program inquiries, track issues through follow-up, provide training on program tools and best practices, support process improvements via root-cause analysis, and complete administrative program maintenance.
Location: Kansas City
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Act as subject matter expert and point of contact for complex commercial card program inquiries, issues, and escalations
  • •Track client issues through resolution with follow-up to ensure satisfaction
  • •Provide proactive communication and set proper expectations across client experience components
  • •Provide training and education to clients and business partners on program tools and best practices
  • •Identify process improvement and program growth opportunities via root cause analysis and program review

Pay and Benefits

Perks:Paid Leave401kAnnual BonusPaid HolidaysHealth InsuranceDentalVision

Key Requirements

  • •Bachelor’s degree or equivalent relevant experience
  • •2 years of credit card program or financial services experience
  • •3–5 years of client relationship management, customer service & sales experience (or equivalent)
  • •Demonstrated attention to detail
  • •Strong written/verbal communication and complex problem-solving to translate client needs
Experience:2-5 yearsFinancial servicesCredit cards
Education:Bachelor's
Skills:Attention to detailTeam playerOwning processesDrive for resultsWritten and verbal communication

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