Kansas City, MO30 days ago
Key duties are: Onboard Treasury Management services for new clients to the bank, client projects with extended time frames, and technical client setups; Manage the onboarding by identifying and coordinating appropriate bank resources by partnering with internal areas/departments to ensure services are onboarded properly; Provide consultation for TMO and their clients in the program design and implementation process, as well as data extract design for data integration with clients' internal systems; Translate client needs information received into an optimal system design; Prepare and coordinate appropriate client documentation for onboarding of client Treasury Management Services where needed; Present technical and applicable product material while training new clients on UMB applications and navigation of UMB platforms; Schedule and lead project calls with clients and key business partners; Lead collaboration with the project core team to develop and execute the implementation project plan, establishing clear expectations and providing transparency of timelines using project management principles and practices; Ensure deal deliverables are met and holds task owners accountable by managing implementation issues, escalations, and error resolution; Manage and coordinate client and internal partner communication and status updates, including senior stakeholders; Demonstrate creative problem solving and solid judgment/decision making; Take ownership, escalation, and resolution of risk issues; Manage clear expectations and understanding, internally and externally by establishing clear timelines and managing documentation requirements; Update project tracking tool ensuring updates are clear, concise, and audience specific and provide project updates in a timely and accurate manner, ensuring stakeholders and business leaders receive an accurate and concise status of each project; Act as a subject matter expert, provides training to clients; Work with QA group to ensure test plans have been developed and all parties have properly tested; Oversee transition and handoff from project to service support; Will complete special projects and other duties as assigned. Must have High school diploma or equivalent and 5+ years proven program implementation or service experience, project management experience, OR any combination of education and experience that would provide an equivalent background; Strong attention to detail and follow-through; Ability to work through partnership and own deliverables; Strong understanding of customer facing internet-based applications; Time management and organizational skills; Strong verbal and written communication skills; Strong presentation and negotiating skills; Strong understanding of commercial treasury products; Working knowledge and understanding of implementation, servicing, and operational processes, preferably at a financial services company; Working knowledge of all bank platforms, systems, products; Ability to work concurrently on multiple onboarding projects of varying durations and complexities with limited supervision in a fast-paced environment; Highly motivated and ability to be a self-starter and work independently; Strong analytical and problem-solving skills and a willingness to be innovative; Strong proficiency of Microsoft Office suite (Excel, Word, PowerPoint, Project); Knowledge and understanding of Web-based Treasury applications, including but not limited to Pep+, mainframe, UMB Direct, UMB Online Banking or equivalent; and Knowledge and understanding of Cash Management products.