Customer Care Specialist

Résumé du poste

The Customer Care Specialist serves as a subject matter expert to resolve complex inquiries and escalations related to consumer loans and mutual funds. They provide proactive communication to internal partners and clients while maintaining high service standards across multiple contact portals.

Détails du poste

The Customer Care Specialist delivers the Unparalleled Customer Experience and build relationships through customer interactions to resolve issues. They serve as subject matter expert and point of contact for Mainstream call center agents, branch representatives, Private Wealth advisors, Program Administrators and internal Business Partners to provide consultation, research, and solutions for complex inquiries, issues, and escalations related to consumer loans. Performance will be measured based on Call Quality, Attendance, Adherence to Schedule, and Compliance/Errors. Associate must demonstrate professionalism in all internal and external interactions including all Mutual Funds, Private Wealth, and Consumer Loans clients and customers. How you will spend your time: Provide service and support to our customers through multiple contact portals. This will require the ability to access multiple systems for appropriate products. Associate will learn and maintain skills through peer and on the job training. Must review and adhere to regular departmental communications/alerts. Associate will be part of a team atmosphere and expected to participate and interact with all members of their team, leadership, and other Lines of Business in an appropriate manner. Review all processes and procedures critically to determine efficiency and recommend changes as needed. Maintain a high level of knowledge/awareness in current business objectives. Stay current with all new product offerings/enhancements, regulatory/legislative changes, and changes in technology. Act as subject matter expert and point of contact for Mainstream call center agents, branch representatives, Private Wealth advisors, Program Administrators and internal Business Partners to provide consultation, research, and solutions for complex inquiries, issues, and escalations related to consumer loans. Provide proactive communication with clients and internal business partners (Branch, Private Wealth and IBIS) regarding all components of client experience and set proper expectations. Research escalated issues and resolve or refer resolution to appropriate teams. Delivers exceptional customer service to customers and clients when identifying and resolving needs. Associate is responsible for UMB consumer and small business, mutual funds, private wealth, and consumer loans. Mutual Fund duties include but are not limited to the following: Receiving inbound calls form UMB employees, Clients, Customers, and 3rd Party contacts. Approving debit card applications in Acesys Completing email requests through the Mutual Fund and Debit email boxes Lost/Stolen (ST) report completion Mutual Funds request logs Debit Work cases Rapid Reports Demographics Reports Processes non Fraud disputes and temporary credits for Private Banking and Institutional Banking and Investor Services (IBIS) Performs other duties as assigned Loans duties include but are not limited to the following: Receiving inbound calls form UMB employees, Clients, Customers, and 3rd Party contacts Complete Loan Payoff requests for a variety of products according to bank policy Calculating finance charges Demographic Updates Performs other duties as assigned We're excited to talk with you if: You have an associate degree or equivalent work experience You have 2 Years experience in Loan Customer Service Must be able to work M-F 10:30am-7pm CT You have knowledge of basic banking products including checking, loans, debit and accounts Knowledge of Mainframe, TSYS/TCS, Hogan, FIS, and Power Image Knowledge of policies and regulations (i.e. Disputes, Fraud, Patriot Act, Check 21, Reg. E,) You are able to work escalated matters appropriately and professionally to a resolution You have experience interacting with customers via multiple contact portals You demonstrate strong written and verbal communication skills with all levels of management and Lines of Business partners You have the ability to interact with and manage multiple computer systems to access client information You have an understanding of privacy regulations and the need to authenticate customers prior to discussing account information You demonstrate the ability to learn and pass assessments/training certificates This position was posted on 09/16/2026. The application deadline for this position is 45 days from the posting date unless filled earlier. Compensation Range: $38,916 - $57,244 The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. 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. 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 talentacquisition@umb.com to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB. #LI-JH1

Ce que vous ferez

The Customer Care Specialist serves as a subject matter expert to resolve complex inquiries and escalations related to consumer loans and mutual funds. They provide proactive communication to internal partners and clients while maintaining high service standards across multiple contact portals.

Exigences

Candidates must have an associate degree or equivalent experience and at least two years of experience in loan customer service. Proficiency in banking regulations and specific financial software systems like Mainframe, TSYS, and Hogan is required.

Avantages

• Paid Time Off • 401(k) matching program • Annual incentive pay • Paid holidays • Medical insurance • Dental insurance • Vision insurance • Health savings account • Flexible spending account • Dependent care account • Adoption assistance • Employee assistance program • Fitness reimbursement • Tuition reimbursement • Associate wellbeing program • Associate emergency fund • Banking benefits

Compétences indiquées

• Service à la clientèle · Souhaitée
• Résolution de problèmes · Souhaitée
• Regulatory Compliance · Souhaitée
• Saisie de données · Souhaitée
• Communication Skills · Souhaitée
• Conflict Resolution · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Customer service
• Loan processing
• Conflict resolution
• Banking products
• Mainframe
• TSYS
• TCS
• Hogan
• FIS
• Power Image
• Regulatory compliance
• Fraud prevention
• Communication skills
• Data entry
• Problem solving
• Relationship management
• USA Patriot Act
• Inbound Calls
• Consumer Lending
• Banking Products
• Professionalism
• Business Objectives
• Private Banking
• Time Off Management
• Research
• Authentications
• Call Center Experience
• Customer Service
• Communication
• Employee Assistance Programs
• Finance
• Loans
• New Product Development
• Privacy Law
• Wealth Management
• Team Leadership
• Verbal Communication Skills

Domaines d’emploi

• Customer Service & Support
• Finance & Accounting
• Administrative
• Customer Care Specialist
• Customer Service Representative (General)
• Inquiry Clerks
• Customer Service Representatives