The Director, Treasury Management leads the treasury management and commercial depository functions across all aspects of the credit union. The Director is responsible for strategic leadership, sales management, product development and implementation, and all other operational activities that support the successful execution of the treasury management and commercial deposit strategy (including small business). Collaborates with other leaders within the commercial and small business lines of business to drive deposit and revenue growth, expansion of products and services with new and existing members, and support membership with procedures and risk controls to protect against fraud.
This role will partner close with commercial leadership, relationship managers, branch managers, market leadership and back office operations to delivered cash management solutions that meet member needs and enhance financial peace of mind.
Duties & Responsibilities
Serves as part of the Commercial Banking Leadership Team, demonstrating collaboration, accountability, and strategic thinking to drive results for the organization.
Develop and implement the treasury management program and business strategy including tactics that lead to success.
Lead a top-performing TM team; hire appropriate talent, manage, and develop team members to achieve optimal results within commercial banking.
Coordinate the “Go to Market” approach for commercial treasury and deposit products and services throughout the expanding CommunityAmerica footprint in coordination with the Head of Commercial Banking. Development of talent, products and services in new markets to CACU.
Lead the Treasury Management sales team in business development, working collaboratively with other commercial banking leaders to ensure financial results and member experience goals are achieved.
Collaborate with SVP Retail Banking and Retail team members to establish suitable “retail” focused product offerings for small businesses, and best in service practices for delivery and execution on those products.
Collaborate with Treasury Management Operations leadership to assure the credit union's product offerings, pricing and delivery are competitive, effective, and aligned with credit union objectives.
Serves as the voice of the commercial member to ensure an optimal and differentiating experience in implementations, operations, product functionality, and member servicing.
Collaborate with the credit union's finance, marketing, and pricing teams as well as other business lines to identify, develop and price new products to meet the needs of businesses while managing operational risk and return on investment.
Promote treasury services internally to teams across the organization to share how the solutions help our business members, resulting in quality referrals and new members.
Network in the community and within trade organizations to build new relationships and grow brand awareness and new members.
Serve as the business owner for critical systems and technology solutions used by treasury management, including commercial online banking and other ancillary systems, working collaboratively with IT to optimize the performance of these solutions.
Consult with existing business members and members to identify needs, propose solutions to help meet their needs and identify other opportunities.
Stay apprised of industry best practices related to TM services and ensure that the credit union's products and pricing are aligned with strategic objectives for competitiveness, profitability, and functionality.
Promotes honest and open communication throughout the credit union. Demonstrate behaviors that are consistent with the credit union's values, philosophies, and leadership characteristics.
Lead strategic initiatives that may be identified from time to time. Participate in cross-functional projects as needed.
Manage the development, testing and implementation of business continuity plans and ensure all plans and procedures are current and address key risks.
Requirements
Education and Experience Requirements:
Bachelor's degree in business administration or finance is preferred.
Ten (10) years financial services work experience
Five (5) years managerial/supervisory experience in commercial banking operations is preferred combined with significant experience in Treasury Management
Required Knowledge, Skills and Abilities:
Excellent leadership skills, since this leader will be expected to build and manage a high-performing, results-oriented team.
Strong knowledge of commercial banking, with an emphasis on deposit and treasury management products and the technology solutions that support these products.
Demonstrated excellence in project management, supervising, staff planning and implementing new product rollouts.
Strong organization and strategic planning skills.
Effective training and facilitation skills.
Ability to self-initiate areas of opportunity, make recommendations for improvement, and follow up as necessary to achieve desired results.
Ability to effectively communicate in writing and orally.
Strong interpersonal skills and ability to resolve interpersonal conflict.
Advanced knowledge of Excel and ability to develop and analyze complex reports.
$91k-128k yearly est. Auto-Apply 60d+ ago
Looking for a job?
Let Zippia find it for you.
Client Service Associate
Communityamerica Credit Union 4.3
Communityamerica Credit Union job in Lenexa, KS
Copper Financial (“Copper”) is an SEC registered investment advisor, FINRA registered Broker-Dealer and state registered insurance agency offering a breadth of investment and financial planning services to credit union members nationwide. As a wholly owned subsidiary of CommunityAmerica Credit Union, we understand the importance of meeting our members' unique needs wherever they are in their financial journey.
Join our team as a Client Service Associate and play a key role in providing administrative and sales support for our Wealth Advisors. The ideal candidate will enhance the client experience by delivering exceptional service and support across all phases of the client relationship, as well as promote advisor productivity and positive client experiences.
Duties & Responsibilities
Support assigned Wealth Advisors and program credit unions with administrative and sales assistance.
Interact with prospective and existing clients to address and resolve their servicing requests in a timely manner.
Liaise with external product carriers to expedite processes and resolve client-related issues.
Process paperwork for new accounts and client servicing requests while maintaining a high attention to detail.
Ensure accuracy and timely submission of new business documents and follow up on submissions.
Collaborate with back-office support personnel to ensure high-quality service and client satisfaction.
Schedule appointments for Wealth Advisors and conduct follow-up calls with clients who receive marketing material.
Maintain client records in accordance with FINRA compliance standards and company procedures.
Provide cross-coverage support for other CSAs when required.
Keep all securities and insurance licensing current through successful completion of Continuing Education Requirements.
Requirements
Minimum 2-3 years of experience in the financial services field or related customer service experience preferred.
SIE (Securities Industry Essentials) exam, Series 7, and Series 66 licenses preferred (may be obtained during employment).
Excellent communication skills, able to engage with clients, colleagues, and business partners professionally and effectively.
Strong decision-making and problem-solving abilities, with above-average math aptitude.
Proficient in computer literacy, including Excel, CRM (e.g., Salesforce), and back-office systems, coupled with exceptional organizational and prioritization skills.
Comprehensive understanding of investment products and services, including insurance, annuities, securities, and advisory products, as well as credit union offerings for cross-referral opportunities.
Proficiency in operational procedures related to client accounts and ability to manage multiple requests while meeting deadlines.
Flexibility and adaptability to effectively embrace change, quickly modify behavior, and accommodate new requests while remaining agile.
Ability to resolve interpersonal conflicts, maintain confidentiality, and demonstrate patience, empathy, and professionalism in dynamic and fast-moving work environments.
$33k-39k yearly est. Auto-Apply 7d ago
Compliance Testing Analyst
UMB Bank 4.6
Topeka, KS job
**Corporate Compliance Services** partners with UMB management in its obligation to effectively manage compliance and related risks within the UMB family of corporations. This team provides timely, accurate, and seasoned judgment related to regulatory compliance risk, suggests strategies for mitigating risk, promotes a strong culture of compliance, and fulfills regulatory expectations of administering effective compliance monitoring and other mandated programs.
As a Compliance Testing Analyst, you will carry out the testing function of UMB Financial Corporation's Compliance Management System. This position will conduct transaction testing to validate regulatory compliance of consumer and commercial loan and deposit products and services. You will have the opportunity to participate in meetings with business units, individually or in a group, to identify gaps within current practices and regulatory requirements. You will identify and communicate compliance deficiencies and potential issues to Corporate Risk Management and business partners and communicate efficiencies and process enhancements to correct deficiencies and comply with regulatory requirements.
Being a UMB associate is unlike working at any other company. You are not only valued for the work that you do, but who you are. You'll be encouraged to bring your whole self to work, being valued for exactly who you are. You'll also have the opportunity to serve your community alongside your team. At UMB, we do big business, but we don't forget that the little things matter the most.
**How you'll spend your time:**
+ Build understanding of consumer protection regulations governing consumer/commercial loans, residential real estate mortgages, deposits, marketing communications, and HMDA
+ Develop and maintain rapport with lines of business, and other 2nd line and 3rd line stakeholders, to maintain a strong Compliance Management Program
+ Plan, develop and execute compliance testing, including control design and performance reviews and transactional testing
+ Manage time effectively to assist in completing the annual test plan
+ Lead and participate in meetings amongst stakeholders to discuss findings; draft and distribute a written report of the review final results
**We are excited to speak with you if:**
+ You possess an Associate degree or equivalent in Accounting, Finance or Business Administration (w/ strong emphasis in Accounting or Finance) OR
+ You have at least two (2) years compliance, audit or quality control experience with a financial institution, consulting firm, or regulatory agency
**Compensation Range:**
$51,480.00 - $99,330.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In 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?**
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_ _*************************_ _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._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
$51.5k-99.3k yearly 32d ago
Commercial Loan Administrator
Communityamerica Credit Union 4.3
Communityamerica Credit Union job in Lenexa, KS
The Commercial Loan Administrator is responsible for managing the full lifecycle of commercial loans-from origination and documentation to closing, booking, servicing, and disposition. The role ensures compliance with internal policies, NCUA guidelines, and regulatory requirements while providing technical support to loan officers and superior service to business members. It involves significant documentation review, due diligence, and post-closing follow-up. Joining our team offers the opportunity to be part of a stable, mission‑driven financial institution that values quality, collaboration, and long‑term relationships. You'll work within a supportive lending environment where processes are well‑established, teamwork is encouraged, and your attention to detail and expertise play a meaningful role in serving members and supporting growth.
This role provides exposure to a diverse commercial loan portfolio and the chance to work closely with experienced relationship managers, loan officers, and credit partners. You'll have the opportunity to deepen your technical skills while contributing to efficient, compliant, and member‑focused lending operations. We offer a culture that emphasizes work‑life balance, professional development, and internal partnership, along with the stability and benefits that come with being part of a well‑respected credit union. If you're looking for a role where your work has impact and your contributions are valued, this is an opportunity to grow your career in a collaborative and purpose‑driven environment.
Duties & Responsibilities
Obtain and review all documentation and due diligence requirements, such as flood letters, title work, appraisals, environmental reports, entity documents, corporate searches, credit bureau reports, collateral, tax transcript verification, and supplementary file documentation to confirm accuracy, completeness, and compliance with approval requirements, internal loan policy, and NCUA and other regulatory requirements.
Conduct the pre-closing and closing processes to include the ordering and review of supporting documentation, preparation of loan documents, and boarding of Commercial Loans and MBLs to the appropriate systems in compliance with credit union policies, procedures, and loan approval requirements.
Complete all requirements to perfect security interest in various types of collateral, including commercial real estate, accounts receivable, equipment, etc.
Process payoff requests in accordance with terms of the Note and Loan Agreements.
Review of closed loan package to ensure system information is complete and accurate, and all documents are complete and accurate.
Track and resolve loan file exceptions in consultation with the Commercial Loan Specialist.
Verify that proper approvals have been obtained and regulatory, credit policy, legal and operational requirements have been met.
Provide technical advice and assistance to loan officers, credit analysts, and other Credit Union staff as needed.
Perform post-closing review to ensure loan was booked according to the loan documents and set up loan ticklers for tracking purposes and help clear technical exceptions including insurance, property taxes, UCC continuations, recorded documents, final title policies, etc.
Service existing Commercial Loans and MBLs, which includes processing loan modifications, payoffs, collateral changes, lien releases, satisfactions, subordinations, business status changes, and financial transactions such as payments and advances as well as other standard loan servicing tasks.
Assist Relationship Managers in contacting members and other agents (i.e., CPA's, insurance agents, etc) to obtain all necessary documentation for the loan file.
Administer floating rate (adjustable rate) loans including researching and updating index values
Other duties as assigned.
Requirements
Required Education, Experience, Knowledge, Skills and Abilities:
Preferred: Bachelor's degree Business, Accounting, Finance or related field
Required: 5 or more years of experience in commercial services or commercial loan operations
SBA loan experience preferred.
Strong knowledge of commercial loan documentation, servicing processes, and regulatory compliance.
Proficiency in Microsoft Office; experience with LaserPro or other loan documentation systems.
Experience in a member service, client-facing environment.
Communicate effectively in writing and orally.
Experience in commercial loan processing or commercial loan operations with knowledge of commercial documentation systems and processes, specifically Commercial Loan Administration and Servicing.
Ability to learn and utilize multiple software systems.
Knowledge and experience with basic Microsoft applications, including Word, Excel, and Outlook.
Knowledge of State and Federal Member Business Lending (MBL) and Commercial regulations and Credit Union Policies.
Basic knowledge of financial accounting and corporate finance concepts
$38k-45k yearly est. Auto-Apply 8d ago
Floating Personal Banker II
Umb 4.6
Overland Park, KS job
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.
UMB's branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.
Just as you'll play an important role in achieving UMB's business objectives, we're committed to helping you achieve your own goals. As a Personal Banker, you'll receive extensive training on UMB's products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.
How you will spend your time:
Asking personalized questions to convert every customer interaction into an opportunity to learn more about their financial goals and connect them to solutions that will meet their needs
Individually creating and managing a successful loan pipeline with strong closing conversions by focusing time and efforts on prospecting and cross-selling home equity loans and lines of credit, unsecured personal loans, auto loans and mortgage referrals
Creating sales opportunities and growing UMB's customer base by applying keen product knowledge to source consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing
Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards.
Challenging your daily key performance metrics to elevate personal goals, while balancing competing priorities and providing the unparalleled customer experience
Other duties as assigned
We're excited to talk to you if:
You have a HS Diploma or equivalent
You have two years of retail banking sales experience or other relevant experience
You have reliable transportation and ability to work branch hours, including weekends and some evenings
You have the ability to obtain a NMLS registration within 90 days
You have the ability to learn products, services, and procedures quickly and accurately
You have basic math skills and ability to problem solve while operating within established risk parameters/tolerances
You have demonstrated ability to make personal connections, engage and educate customers, ask open-ended questions, and listen to establish trust and build lasting relationships
You have strong business development capabilities for proactively growing your own personal book of business by successfully using campaign offers, prospecting leads, service-to-sales conversations as well as leveraging centers of influence for referrals.
You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes
You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives
You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes
You demonstrate attention to detail whether completing documents or explaining features and benefits
You enjoy coaching others as a sales mentor
Bonus points if:
You have a college degree or military equivalent strongly preferred
You are bilingual
Compensation Range:
$33,920.00 - $65,380.00
The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In 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?
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 ************************* 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.
$33.9k-65.4k yearly Auto-Apply 60d+ ago
Payables & Business Card Product Manager
UMB Bank 4.6
Topeka, KS job
The **Commercial Card Product Group** manages payment solutions for the Bank's clients, including small businesses and corporations. As the **Payables & Business Card** **Product Manager,** you will be a thought leader around the execution to expand and develop strategy to support UMB's Payables and Business Banking card solutions. Your primary focus will be Integrated Payables solutions for all segments under Commercial Banking with input from stakeholders and cross-functional teams. You will also engage with Supplier Enablement networks and analysis to increase customer spending for the Payables program, conduct market research and competitive analysis, define product features and functionality, and many other critical activities. This is a subset of the overall responsibilities which involves other multiple initiatives as assigned by Bank Product leadership.
**This role is hybrid (Mon thru Thu on-site / Fri remote) for candidates in the Kansas City metropolitan area and open to qualified remote candidates outside of the Kansas City area but only within the US.**
**_How you'll spend your time:_**
+ Create product roadmaps for assigned product suite using industry trends, market research, Voice of Client feedback, and input from key stakeholders.
+ Prioritize initiatives to ensure that overall company objectives and goals are achieved.
+ Assist in developing Functional Requirements/Vision Documents that define product enhancements and development initiatives.
+ Manage the development of prototypes illustrating specific product enhancements and development initiatives.
+ Assess clients' and prospects' needs, technology trends, and major competitors in order to synthesize product requirements while utilizing market / client / industry research and analysis to develop and maintain a long-range product roadmap.
+ Assist in developing comprehensive business cases, including financial impact, for adding new products or changing existing products.
+ Engage with internal departments (sales, operations, legal, implementation and compliance) to deliver new functionality, enhancements, and capabilities and to ensure that all product features and functionality meet company and regulatory standards.
+ Partner with product marketing and sales enablement to ensure market success for product launches and enhancements.
+ Engage with all internal and external product documentation is current.
+ Assist with Concept, Vision, and requirements definition documents, and sales and marketing tools.
+ Manage timelines and responsibilities for internal and external resources to launch products on time and within budget.
+ Engage in Supplier Enablement to increase customer spend by an outreach campaign based on vendor lists obtained from customers.
+ Educate and train (when applicable) other departments and teams on value/benefits of new and existing product.
**_We're excited to talk if have:_**
+ An undergraduate degree in a related field and 7+ years of full lifecycle product development experience **OR** any combination of education and experience that would provide an equivalent background.
+ In-depth experience with product marketing or project management including product launches.
+ Experience with TSYS.
+ Supplier enablement experience.
+ Experience and understanding of Integrated Payables and Business Card product use cases and back-end functionality.
+ You are goal-oriented with ability to not only conceptualize products but also manage and optimize them throughout their lifecycle.
**Applicants must have legal authority to work in the United States. Work Visa sponsorship is not available for this position.**
Deadline to Apply: March 12, 2026
**Compensation Range:**
$83,200.00 - $178,800.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In 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?**
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_ _*************************_ _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._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
$83.2k-178.8k yearly 8d ago
Digital Lending Analyst
Communityamerica Credit Union 4.3
Communityamerica Credit Union job in Lenexa, KS
The Digital Lending Analyst is responsible for the overall management, configuration, and continuous improvement of CommunityAmerica's Loan Origination Systems (LOSs). Assists with the management of ancillary and any integrated systems/services. Works closely with management to evaluate business process, data integrity, and compliance issues as they relate to the loan origination systems. Works with technical and functional teams to solicit needs, determines feasibility and implements configuration changes.
Duties & Responsibilities
Product Management:
Evaluate new product ideas and strategies appropriate to support go-to-market plans
Drive action throughout the organization to get new products to market
Manage all aspects of in-life products, including customer feedback, requirements, and issues
Consulting:
Consult with the stakeholders to find creative solutions to pressing business problems and assist with the development of the business cases necessary to justify implementation of the solutions.
Consults with business partners to co-develop a CACU roadmap based on needs and the vendor roadmap
Consult with the Lending Team on Vendor(s) performance, and assist with the development of SLAs, and the development and prioritization of enhancement requests.
Subject Matter Expert:
Serve as the subject matter expert for all products related to the applications, such as 3rd party integrations, SSO's and API's.
Provide training & knowledge transfer.
Participate in user groups and network with peer organizations. Identify improvements to the applications through understanding of the vendor partner roadmap, peer organizations and end user community.
Collaborates with operations managers and leaders as the Subject Matter Expert on best practices and methods to achieve business objectives using the chosen LOS.
Serve as a subject matter expert in the development of training materials related to the LOSs.
Project Management: Independently manage assigned projects from inception to completion following CommunityAmerica's Project Management approach.
Vendor Management: Serves as the day-to-day contact for the various vendors and uses good judgement related to escalating issues.
Configuration:
Configure system and product specifications and internal workflows to optimize system functionality, efficiency, & security.
Oversees the design and configuration solutions to resolve system related business problems, meet user requirements, and streamline system workflows.
Coordinates system mapping between LOS and outside vendors.
Implements configuration changes and customizations as required by the business.
Release Management: Manage and coordinate new releases of the software, including impact analysis, documentation, testing, scheduling, and change management. Coordinate with IT or vendor tier 2 support to schedule and deploy upgrades and communicate changes to the user community and ensure that the new features are fully utilized. Maintain all application environments (test, training, production, etc.) including documentation, configurations, and customizations.
Security Administration: Create the user roles, profiles and access settings matrix used during the onboarding process. Partner with the IT Security Team to ensure that all systems are in compliance with CACU standards and policies.
Tier 3 Support: Provide tier 3 end-user support (including system configuration, new product set up and system maintenance) and assist users with proactive best practices to enhance and increase their knowledge of the digital platform; work with the Appropriate Teams and Vendor(s) Support to resolve system issues escalated from tiers 1 & 2 support.
Training: Coordinate the development of training material and the delivery of training with the staff development team.
Reporting: Collaborate with the Digital Banking and Line of Business Teams to develop dashboards and reports. Develop, track and report upon system performance and feature/functionality utilization. Develop reporting based upon Online Banking Vendor(s) system logs and data extracts to identify trends and anomalies. Prepare and present clear business and technical analysis.
Audit: Support audit requests to verify compliance with policy and procedures. Recommend methods and improvements to enhance control procedures. Work with business to resolve issues identified through audit findings.
Requirements
Education and Experience Requirements:
Bachelor's degree or higher required.
Required Knowledge, Skills and Abilities:
5+ years of product management, business analysis or consulting experience.
3+ years' hands-on experience using or managing Loan Origination Systems
Demonstrated experience translating business needs into solutions
Knowledge of writing business rules in an LOS environment is a must
In depth understanding of the Loan Origination lifecycle is a must
Experience dealing with both internal and external stakeholders
Experience presenting strategy, recommendations, and research to senior management
Must be motivated individual with strong analytical, problem solving, and root cause analysis skills. Logical, process-oriented thinker with a natural curiosity about technology.
Must have ability to work on multiple, time-critical projects simultaneously.
Must have the ability to manage smaller assigned projects with minimal supervision.
Excellent verbal and written communication required, including presentation of complex data in easily understood ways and strong data visualization skills.
Ability to confidently interact at multiple levels in the organization and lead cross-departmental team projects required.
Must have values consistent with CommunityAmerica's culture.
Preferred Knowledge, Skills and Abilities:
Prior experience with MeridianLink Consumer (formerly MeridianLink LPQ) is preferred.
Prior lending related experience preferred.
Proficiency at using Excel (charts, functions, tables, pivot tables and pivot charts) and experience with PowerBI (or similar) statistical analysis and reporting tools preferred.
$57k-68k yearly est. Auto-Apply 60d+ ago
Video Teller
Communityamerica Credit Union 4.3
Communityamerica Credit Union job in Lenexa, KS
Summary Job Summary The Video Teller provides support and service to new and existing Credit Union members using ITM digital video interactions. Provides a prompt and professional member experience while focusing on building and enhancing member relationships to foster financial peace of mind. Schedule: M-F from preferred shift time (8-5, 8:30-5:30, 9-6, 10-7) and rotating Saturdays from 8am-4pm Duties & Responsibilities Duties and Responsibilities *
Determine member needs and educate them on appropriate beneficial products and services. * Follow verification procedures to protect member data, accounts, and personal information to ensure accuracy and security. * Provide quality service that exceeds members expectations by utilizing available resources to determine quick resolution and implementing creative problem-solving expertise. * Partner with internal and external departments to help resolve member inquires and issues to drive optimum resolutions. * Collaborate with internal departments to ensure the workflow or process is providing the best service to the members. * Identify inconsistencies in account activity and take action to prevent potential fraud. * Adhere to check hold processes and procedures. * Process cash, check and transfer transactions for member accounts accurately. * Adhere to Video Teller scorecard requirements by meeting minimum performance goals. * Advocate, promote and create honest and open communication throughout the credit union. * Demonstrate behaviors that are consistent with the credit union's values, philosophies, and leadership characteristics. * With proven performance and expertise in the role, will have the opportunity to become a peer mentor taking on additional responsibilities of assisting with onboarding, training, and coaching new team members; as well as engaging in more complex member requests as needed. Requirements Education and Experience Requirements: * High School diploma or equivalent. * One (1) year of experience in a financial institution or customer service position. Required Knowledge, Skills and Abilities: * Ability to multi-task and adapt to change with systems, processes, and procedures. * Knowledge of or willing to develop sales techniques. * Knowledge of credit union services and products * Appropriately resolve conflicts and escalated issues * Ability to function and thrive in a production environment. * Ability to work effectively individually and within a team environment. * Ability to adhere to a daily schedule to meet the needs of our members. * Ability to resolve interpersonal conflict and miscommunications. * Knowledge of spreadsheet software and use word processing software. * Ability to maintain a high level of confidentiality. * Must be able to be bonded. Preferred Knowledge, Skills, and Abilities: * Associate or bachelor's degree. * Knowledge of credit union services and products Physical Requirements: * In this position, individual will be expected to lift up to 20 pounds from time to time. * Must be able to stoop, bend, reach or stand for extended periods of time. * Must be able to sit and use a computer for extended periods of time.
$31k-36k yearly est. Auto-Apply 11d ago
Software Engineer - CRM
Communityamerica Credit Union 4.3
Communityamerica Credit Union job in Lenexa, KS
CommunityAmerica Federal Credit Union seeks a Software Engineer - CRM for Lenexa, Kansas. Duties & Responsibilities Responsibilities: The Software Engineer - CRM will develop components, functionalities and integrations to be used in Optimizely CMS. Collaborate with lead engineers and product team to translate business needs into technical requirements, efforts, and timelines. Develop features and proof of concepts, and work with team to participate in design and code reviews. Drive data integrations between our platforms, including CMS integration with Customer Data Platform. Proactively provide feedback to the team in mitigating risks and removing recurring obstacles. Ensure CommunityAmerica.com performs and scales well with minimal downtime and develop features for upcoming CMS releases and security fixes. Be a positive influence in the team to encourage healthy development, clear communication, and on-time delivery. Remain current on modern web technologies and make recommendations that address business needs. Participate in Agile ceremonies to ensure high-quality software is delivered within schedule constraints.
Requirements
Requirements:
* Bachelor's degree in Computer Science or a closely related field and five years progressive experience, which must include experience in the following:
* Developing C# or Java-based enterprise web applications.
* Hands-on software development.
* Working knowledge of frontend web technologies such as JavaScript, HTML, and CSS.
* Experience building data integrations by utilizing RESTful APIs ensuring seamless data flow and functionality across platforms.
* Experience working with business analysts to understand requirements and develop software solutions.
* Implementing a software development lifecycle, common DevOps patterns, and source control management.
* Experience with cloud-based infrastructure.
* Position also requires demonstrated understanding, ability, knowledge of the following:
* Understanding of object-oriented design and programming concepts.
* Ability to write clean, solid, readable code that scales and performs well.
* Ability to prioritize, multi-task and complete tasks within timelines.
* Sound knowledge of XML and JSON.
* Understanding of API design and common authentication methods (OAuth, JWT, etc.).
* Ability to quickly diagnose performance issues and recommend optimizations.
* Sound knowledge of SQL and understanding of relational databases.
Applicants must have legal authority to work in the United States.
How to Apply
Send resumes to CommunityAmerica Federal Credit Union, 9777 Ridge Drive, Lenexa, Kansas 66219, attention Ms. Megan Walker, or go to **************************************************
$70k-87k yearly est. Auto-Apply 31d ago
Credit Portfolio Manager
Umb 4.6
Overland Park, KS job
CREDIT PORTFOLIO MANAGER-OVERLAND PARK, KS OR AURORA, CO
As the Credit Portfolio Manager, you will manage an assigned portfolio of Business Banking (BB) and Small Business Banking (SBB) loans. This includes day-to-day management of the portfolio and processing loan annual reviews, loan renewals and loan modifications.
How you will spend your time:
Analyze business and personal financial statements and performing financial spreading of those statements.
Utilize loan processing software to produce formal Loan Proposals for credit actions that will be presented for approval.
Present solutions to credit structure, covenants, financial reporting requirements and other credit conditions to the Portfolio Manager.
Monitor portfolio continuously by tracking loan exceptions, BBC, covenants, past dues and other portfolio management activities.
Recognize and manage early warning signs for the portfolio on a recurring basis and follow established protocol for actions that need to be taken.
Provide timely follow up and ensure that loan servicing actions are properly administered. Collaborate with Relationship Officers to both identify expansion opportunities and maintain credit quality for existing base of customers.
Work with Relationship Officers to clear past dues, exceptions and covenants.
This role will spend approximately 50% of their time performing the following functions:
Manage and administer assigned BB and SBB loans identified as Strategic Asset Management (SAM) loans.
Monitor and secure loan collateral. Conduct site visits and coordinate with various parties to liquidate loan collateral.
Manage and monitor assigned SAM reports as applicable such as collateral impairment and watch list reports.
Assist SBA Program Manager with various SBA related actions such as liquidation packages, workouts and general SBA loan processing.
Review and manage the Quarter BB Score Report.
We are excited to talk with you if you have:
Bachelor's degree in Business, Accounting, Finance or related area with at least 6 hours of accounting
5+ years of experience with Business Banking loans up to $5MM
3+ years of experience underwriting Business Banking loans
Demonstrated credit decision making skills and ability
Demonstrated financial analytical skills with ability to solve complex problems by interpreting data and results
Demonstrated excellent writing skills to create credit memos Demonstrates excellent verbal and interpersonal skills to communicate with sales force and credit managers
Demonstrated ability to work independently
Demonstrated proficiency of Excel, and Word to create tables and worksheets for credit memos
Compensation Range:
$57,760.00 - $124,170.00
The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In 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?
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 ************************* 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.
$57.8k-124.2k yearly Auto-Apply 60d+ ago
Sr. Business Banking Application Processor
Umb 4.6
Overland Park, KS job
Sr. Business Banking Application Processor-Overland Park, Kansas
This role will support the Business Banking line of business by performing a variety of application processing tasks for conventional and Small Business Administration (SBA) loans. This role will interact with UMB sales, credit and operations associates that includes department managers to facilitate processing for credit requests within the Business Banking line of business as well as serve as a point of contact for various third-party vendors that are pertinent to SBA lending (such as CDC companies, business and equip valuation companies and IRS tax verification companies). This role gives the applicant exposure to underwriting and portfolio servicing. To complete this work there is day-to-day contact with the UMB SBA Program Manager, as well as less experienced application processors. Must carry out responsibilities with the professionalism, confidentiality, and courtesy.
How you will spend your time:
Monitor and manage work assignments flowing to the department group E-Mailbox
Create loan applications in Capital Stream loan processing system
Review and assure loan applications have all information completed; for incomplete applications, communicate with applicable UMB Officers to collect missing loan application items
Provide guidance to other Application Processors
Function as an internal SBA Loan Processor/Packager gathering forms and documentation required on all SBA approved loans to ensure compliance with SBA program and bank guidelines
Input required loan information into the SBA software system used for packaging the SBA loan
Perform certain SBA processing requirements such as CAIVRS searches, SAM searches and IRS Tax Transcript verification
Assist UMB SBA Program Manager with processing payment of SBA Guaranty Fees and maintaining records for fee payments and ongoing monthly servicing reports
Review approved SBA loans to ensure approval conditions are satisfied prior to loan closing and perform post-closing loan file audits and follow up on technical exceptions
Assist department manager and UMB SBA Program Manager with updating compliance procedures and perform testing on a quarterly basis to verify Adverse Action, Joint Intent, Notice of Appraisal and HMDA compliance
Monitor REG B reports daily to ensure timely decisioning of loan applications and mailing of adverse action (denial) letters
We are excited to talk with you if you have:
4+ years of direct experience in banking or financial services industry
Advanced PC skills, including Word, Excel, Access and PowerPoint
Exceptional written and verbal communication skills
Outstanding interpersonal skills with a strong team orientation
Advanced time management skills to prioritize assignments
Ability to work independently and solve conflicts/problems
Ability to handle highly confidential information
Compensation Range:
$38,910.00 - $75,080.00
The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In 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?
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 ************************* 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.
$38.9k-75.1k yearly Auto-Apply 60d+ ago
Construction Project Analyst
UMB Bank 4.6
Kansas job
As part of the Credit Oversight team, the Construction Loan Analyst Senior, is accountable for the monitoring of all construction projects for Commercial and Residential construction loan.
How you will spend you time:
Draw processing, engaging third party consultants; ordering, reviewing and analyzing pre construction costs/examine documentation and draw inspection reports against actual progress of project
Ordering and reviewing title policy endorsements and updates
Analyze project budget and cost variations
Authorize loan and equity funding
Identify and assess project trends and manage credit risk within the individual projects
Create analytical management reports that provide a summary of the outstanding portfolio to assist in financial capital allocation requirements
Advise loan officers, attorneys, staff, and third parties on terms and conditions of construction project structure
Follow up on completed and inactive projects
We are excited to talk to you if you have:
8 years Commercial and Residential Real Estate Loan experience
5 years Commercial and Residential Construction experience
OR Any combination of education and experience that would provide an equivalent background
Compensation Range:
$69,230.00 - $149,000.00
The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In 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?
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 ************************* 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.
**Duties and Responsibilities:** **NETWORK MANAGEMENT** - Serve as the primary operational point of contact for Visa, Mastercard, Pulse, Interlink, and any additional card networks. - Monitor and interpret network operating rules, mandates, releases, and new requirements; assist operations with requirements for implementation or compliance
- Manage network certifications, test cycles, and compliance timelines.
- Manage escalations related to Network issues, outages, or defects.
**PROCESSOR MANAGEMENT**
- Participate in the management of relationships with card processors including TSYS, FIS, Fiserv, EML, and others.
- Partner with processors to ensure successful network setup of card products, feature enhancements, fraud tools, and digital services.
**BIN & BIN RANGE GOVERNANCE**
- Own lifecycle management of all BINs and BIN ranges across product lines.
- Maintain the master BIN inventory including ownership, usage, tokenization eligibility, routing, and digital wallet enablement.
- Submit and manage network requests for BIN expansions, tokenization mapping, 3DS setup, routing changes, and portfolio migrations.
- Monitor and help manage BIN setup within processors, networks, risk tools, and internal systems.
**TOKENIZATION & DIGITAL WALLETS**
- Oversee token BIN mapping, eligibility, and routing.
- Monitor and report network performance, i.e. decline trends, and provisioning issues.
**OPERATIONAL CONTROLS**
- Ensure changes follow internal control standards and validation steps.
- Maintain documentation, workflows, and operational process maps.
- Support audits and regulatory exams.
**PROJECT & PORTFOLIO COORDINATION**
- Lead network and processor initiatives including new products, migrations, certifications, and updates.
- Partner cross-functionally with internal departments.
- Monitor milestones and produce KPI reporting.
**VENDOR RELATIONSHIP MANAGEMENT**
- Maintain strong relationships with networks and processors.
- Participate in business reviews and roadmap planning.
- Ensure network compliance with service expectations.
**Knowledge and Skills:**
- Strong attention to detail
- Strategic thinker
- Ability to manage multiple complex streams
- Collaboration and relationship management
- High accountability and ownership
**Requirements:**
- 7+ years card issuing, card operations, or network/processor experience.
- In-depth knowledge of Visa, Mastercard, Pulse, Interlink, and other network rules.
- Experience with TSYS, FIS, Fiserv, EML, or similar processors.
- Strong understanding of BIN management, tokenization, and digital wallets.
- Knowledge of operational risk, change management, and issue management.
- Strong communication, analytical, and problem-solving skills.
**PREFERRED**
- Experience in network program management or processor migrations.
- Experience with 3DS, EMV, fraud tools, and routing.
- Project leadership experience.
**Work environment: Typical Office environment**
Deadline to Apply: March 12, 2026
**Compensation Range:**
$69,230.00 - $149,000.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In 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?**
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_ _*************************_ _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._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
$69.2k-149k yearly 8d ago
Loss Mitigation Specialist - TruHome Solutions*
Communityamerica Credit Union 4.3
Communityamerica Credit Union job in Overland Park, KS
TruHome Solutions* has provided private-label mortgage services to credit unions since 2004. By partnering with us, you'll break through the barriers of cost, regulation, and technology, resulting in increased loyalty and service of your members in one of the most important times of their lives.
SUPERVISES:
Not applicable
Handles phone calls and correspondence from past due members to help assist resolve the delinquency event in a timely and professional manner. Discusses with the borrower the reason for default and the available options to avoid foreclosure. Provide financial analysis with the borrower to determine the most appropriate options for the borrower and the investor/agency. Summarize borrower situation in a clear and concise manner to management for review and decision. Provide high quality customer service to both internal and external customers.
Duties & Responsibilities
* Responsible for handling phone calls and correspondence from customers with questions or concerns regarding their mortgage and provide timely and accurate resolutions.
* Initiates contact with borrower to discuss the initial review and determine their financial ability, intent, and reason for default and recommend the appropriate retention solutions.
* Review of customer submitted financial packages and compare to guidelines established by investor, insurers and management to determine the appropriate workout option available for the situation.
* Submission of Loss Mitigation requests to management for review and approval.
* Responsible for minimizing customer impacts and ensuring each customer has a positive interaction with mortgage servicing.
* Assist in identifying potential risks, communicate them to management and take appropriate steps to avoid risk.
* Identify potential improvement to processes and procedures.
* Develop and maintain positive working relationships by providing high quality customer service at all times to all internal and external customers.Promotes honest and open communication throughout the credit union.
* Demonstrate behaviors that are consistent with the credit union's values, philosophies, and leadership characteristics.
* Work with other credit union departments to ensure the workflow or process is providing the best service to the members.
* Adhere to timelines defined by CFPB relating to corresponding with the member.
* Perform other duties as assigned.
Requirements
* Knowledge of FHA, VA, Freddie Mac, Fannie Mae, FHLB and RESPA Guidelines.
* Knowledge of Loss Mitigation options
* Knowledge of mortgage products.
* Knowledge of mortgage software.
* Excellent organizational, analytical and problem-solving skills.
* Must be able to manage multiple projects simultaneously and work in a fast-paced environment with changing priorities.
* Ability to work under pressure and with strict deadlines.
* Ability to self-initiate and work independently without close supervision.
* Strong ability to communicate effectively in writing and orally.
* Ability to resolve interpersonal conflict and miscommunications.
* Knowledge of spreadsheet software and ability to use word processing software.
* Ability to maintain a high level of confidentiality.
* Must be able to be bonded.
PHYSICAL ACTIVITIES:
In this position, individual will be expected to lift up to 20 pounds from time to time. Also, must be able to stoop, bend, reach, or stand for extended periods of time. Must be able to sit and use a computer for extended periods of time.
WORKING CONDITIONS:
This position is expected to work in general office environment and may have to travel for visits to other credit union facilities or for training purposes. Overtime will be expected to be worked as needed.
EDUCATIONAL/EXPERIENCE REQUIREMENTS:
* High school diploma or equivalent.
* One or more years mortgage or financial experience.
$35k-39k yearly est. Auto-Apply 35d ago
Retirement Client Advisor
UMB Bank 4.6
Topeka, KS job
**RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being the primary contact for new or existing customers, presenting formal product proposals, and maintaining ongoing prospects for new business development. This role focuses on building customer relationships and gaining loyalty by listening and responding to customers' needs.
**Responsibilities:**
+ Delivers an unparalleled customer experience while managing a book of business and building client relationships.
+ Partners with UMB Portfolio Management and Research to fully understand market narrative, manager selection and monitoring, strategy decisions, and effectively communicate recommendations.
+ Regularly meets with clients for on-going plan/investment reviews. Educates and communicates with clients about market conditions, plan/account investments, performance, strategy, changes in regulatory or tax environment, and other factors which may influence plan decisions.
+ Provides consultation to plan sponsors on the development of a participant education program to support the client's objectives. Facilitate or deliver participant education and advice.
+ Creates and maintains networking relationships to create a pipeline of business.
+ Achieves annual new business revenue goals for assigned accounts and/or territory.
+ Maintains client information in a CRM tool.
+ Understands the benefits of UMB products and effectively differentiate UMB Retirement Services from the competition.
+ Provides interdisciplinary expertise to clients when needed while partnering with bank leadership and other departments.
+ Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
**Qualifications:**
+ Bachelor's degree in Business Administration, Management or Finance or combinations of education & experience preferred
+ 5+ years of financial services industry experience, with a minimum of 3 years of experience in a sales role required
+ Retirement Plan Services experience strongly preferred
+ Broad knowledge of financial markets, asset allocation principles, and financial products. Experience in investment manager selection and monitoring a plus
+ Prior experience with DC retirement plans and understanding of regulations related to ERISA, DOL, and IRS required
+ Solid understanding of plan design, compliance and testing, and industry standards required
+ Good written/verbal communication, organization and client service skills required
+ Ability to provide unparallelled customer experience to externa clients andid internal associates
+ CFA, CIMA, QPFC, CFP preferred
**Compensation Range:**
$110,250.00 - $235,810.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In 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?**
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_ _*************************_ _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._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
$55k-70k yearly est. 58d ago
Cloud Security Engineer
UMB Bank 4.6
Topeka, KS job
Our **Information Security** organization serves as the eyes and ears of UMB's technology security and ensures controls, authentication and authorization are in place to keep UMB systems and applications safe. We monitor, discover and remediate any vulnerabilities while upholding and complying with all established corporate policies, standards and procedures. We work with UMB associates to help them be effective and be able to perform their jobs by granting the appropriate access. We collaborate with other technical teams to ensure base security metrics are being met. Best of all, we get to use cutting edge tools to make sure all systems and company devices are free from any potential threats. In today's digital world, our team plays a critical role in UMB's enterprise security plan.
As a **Cloud Security Engineer** , you will serve as a cloud security subject matter expert and support UMB's Infrastructure team deliver secure solutions in the cloud. This will favor a cloud-native approach using solutions that are supportable, repeatable, and balance security versus risk. You will provide operational support for the Information Security owned solutions and for enterprise projects and design while serving as a subject matter expert on a diverse team of Information Security Engineers. This is a subset of the overall responsibilities which will include multiple initiatives as assigned by IT leadership.
**This role is hybrid (Mon thru Thu on-site / Fri remote) for candidates in the Kansas City metropolitan area and open to qualified remote candidates outside of the Kansas City area but only within the US.**
**_How you'll spend your time:_**
+ Define and execute public cloud-centric security controls and help design secure patterns for computing, storage, networking, operational, and security domains. This includes advising application, product, and cloud infrastructure teams on incorporating cloud infrastructure capabilities with an information security mindset, actively collaborating with cloud stakeholders to deliver best-fit secure solutions for UMB, and identifying emerging cloud infrastructure services and needs to meet business requirements.
+ Serve as a pragmatic, results-driven thought leader and consensus builder with a technology-savvy mindset capable of articulating complex IT concepts to all audiences, from technical contributors inside and outside the company.
+ Deploy, consult, and manage security controls leveraging solutions included but not limited to AWS multi-accounts structure, Organizational Units, Service Control Policies (SCP), IAM policies, Virtual Private Cloud (VPC), AWS Control Tower Guardrails and best practices.
+ Partner with application teams to support them in their design and implementation of infrastructure-as-code stacks that meet the needs of the applications leveraging technologies, included but not limited to Terraform, CloudFormation, CDK constructs, and Ansible.
+ Advise on all aspects of secure cloud infrastructure offerings and solution design.
+ Provide hands-on technical coaching to accelerate cloud security learnings across the organization.
+ Provide accurate and current information on AWS services and serve as a consultant to the IT Information Security organization to solve business use cases.
**_We're excited to talk with you if you have:_**
+ Bachelor's Degree in Management Information Systems, Computer Science or related field OR equivalent work experience.
+ At least 4 years of experience designing and implementing secure solutions and securing public cloud workloads.
+ At least 2 years of experience with Metrics, Events, Logging, and Tracing solutions like Cloudtrail, CloudWatch, or Splunk.
+ Strong infrastructure-as-code (IaC) expertise and deployment experience with technologies such as Terraform or AWS CloudFormation.
+ In-depth experience with automation methodologies, processes improvement, and development of CI/CD pipelines.
+ Demonstrated knowledge/experience with at least 2 scripting languages like Python, PowerShell, AWS/Azure CLI, Ansible, Bash, and JSON.
+ Hands-on experience deploying and operating AWS computer instances (EC2), AWS Storage Services (EBS/S3/Glacier), AWS multi-accounts environment, IAM Policies, AWS Tower, AWS Config, and Service Control policies (SCP).
+ Demonstrated knowledge with configuration management and pipeline automation with AWS DevOps, Jenkins, Git or similar offering.
+ Knowledge with container technologies, such as Docker, Kubernetes, AWS EKS and ECS.
+ Collaborated with service providers and partners.
+ Working knowledge and expertise with common enterprise-grade security solutions.
**_Bonus Points if you have:_**
+ Experience with Amazon GuardDuty, AWS Shield, and Amazon Inspector services.
+ Any of the following certifications:
+ AWS Solutions Architect Associate
+ AWS Certified Security - Specialty
+ CompTIA Cloud+ Certified Cloud Security Professional (CSSP)
+ Certificate of Cloud Security Knowledge (CCSK)
+ GIAC Cloud Security Automation (GCSA)
+ Previous experience working within the banking or financial industry.
**Applicants must have legal authority to work in the United States. Work Visa sponsorship is not available for this position.**
Deadline to apply: March 22, 2026
**Compensation Range:**
$83,200.00 - $178,800.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In 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?**
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_ _*************************_ _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._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
$83.2k-178.8k yearly 4d ago
Sr. Project Manager
UMB Bank 4.6
Topeka, KS job
The **UMB Governance** organization within Enterprise Technology Services (ETS) is comprised of IT leaders, project managers, architects, software engineers, and analysts coming from diverse background and experiences. Functionally, the Governance Organization provides guidance and oversight to IT processes, projects, capacity, and risk management functions to ensure appropriate strategies, policies and controls are executed effectively and efficiently. We share a strong commitment to ensure our enterprise-level systems are performing at peak capacity and we believe in fully supporting each other to achieve this goal.
As a **Senior Project Manager** , you will lead multiple enterprise projects interacting with cross-functional teams comprised of internal & external technical contributors, IT managers and various other stakeholders. More specifically, you will provide project leadership for new system or feature implementations, systems upgrades, conversions, and migrations. You will serve as the liaison with project sponsors, vendors and will facilitate continuous communication and manage expectations. You will be expected to coordinate the resolution of complex issues and challenging situations. This is a subset of the overall responsibilities which involves other multiple initiatives as assigned by IT leadership. If you have experience in Banking Platforms, we want to talk with you!
**This role is hybrid (Mon through Thu on-site) for candidates in the Kansas City area and open to qualified remote candidates outside of the Kansas City area but within the US.**
**_How you'll spend your time:_**
+ Managing multiple projects across our enterprise.
+ Developing business case for executive review and approval of new projects.
+ Working with project team and stakeholders to establish consensus on project scope, deliverables, and outcomes.
+ Planning, monitoring, adjusting, and communicating the project's schedule.
+ Identifying constraints, risks and coordinating problem resolution of complex issues.
+ Tracking, measuring, and reporting on project status and progress.
+ Coordinating with IT resource managers and implementation partners to ensure the project has proper staffing during each phase/sprint of the SDLC.
+ Ensuring project methodology, standards, processes, and procedures are followed throughout the life of the project.
**_We're excited to talk if you have:_**
+ Bachelor's Degree in Information Technology, Business Administration or related discipline and at least 8 years of IT project management experience. **OR** equivalent combination of education and work experience.
+ Experience with Waterfall or combined Waterfall and Agile project methodologies.
+ Knowledge and experience in financial services process/workflow including data management, fund servicing, core banking deposit payments, and fraud management.
**_Bonus Points if you have:_**
+ Experience delivering projects with any of these vendors (TSYS, ACI, FIS, or Q2 ).
+ A PMP certification.
**Applicants must have legal authority to work in the United States. Work Visa sponsorship not available for this position.**
Deadline to apply: March 16, 2026
**Compensation Range:**
$83,200.00 - $178,800.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In 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?**
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_ _*************************_ _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._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
$61k-75k yearly est. 4d ago
Manager Operations II
UMB Bank 4.6
Topeka, KS job
As the **Operations Manager II** within Operational Risk team **,** you will collaborate across all business lines within UMB, to execute the overall strategy and direction of risk mitigation activities for Enterprise Bank Operations while delivering high level service to internal and external customers. Effective collaboration and communication with business partners, managers, and co-workers will ensure successful execution.
**This role is hybrid (Mon through Thu on-site / Fri remote) for candidates in the Kansas City, MO or Dubuque, IA metropolitan areas and open to qualified remote candidates outside of the Kansas City and Dubuque areas but only within the US.**
**_How you'll spend your time:_**
+ Own and actively monitor expenses, consistently striving to operate at or below current budget levels.
+ Obtain and develop material knowledge of area functions that allows for informed and deliberate decision-making.
+ Monitor and ensure the creation, maintenance and accuracy of department documentation for all functions, processes and procedures.
+ Provide necessary support and resources for staff training and development.
+ Review and analyze production reports relating to productivity/quality/efficiency and follow up on gaps in standards and expectations.
+ Develop reporting methods that deliver timely, accurate and concise department information as required by management.
+ Identify, hire, develop and retain top talent.
+ Promote and encourage cross-training for development of bench strength and functional coverage in critical areas.
+ Set challenging goals that will promote innovation, creativity and development of staff and managers.
+ Complete regular coaching with direct reports and may do shoulder-to-shoulder coaching with other employees of Enterprise Bank Operations.
+ Manage underperformance through documented Performance Improvement Process.
+ Develop and maintain strong working relationships with internal/external customers including 3rd party vendors.
+ Develop, monitor and enforce the use of documented controls as part of our organizational risk management process.
+ Assist with gathering and review of data for various reviews and/or audits within associated departments.
+ Assist with follow up from internal or external audits to resolve questions and/or outstanding items throughout Enterprise Bank Operations.
+ Collaborate with 1st, 2nd, and 3rd line partners to review processes within Enterprise Bank Operations.
+ Remain current, provide support and maintain documentation as it relates to Disaster Recovery and Business Continuity activities.
+ Demonstrate leadership that drives culture of ownership throughout organization.
+ Participate in customer business reviews, RFPs, PIQs, customer tours, on-site customer meetings and other related activities.
+ Provide support and subject matter expertise to business partners for supported products and services to enhance the delivery of TUCE to UMB customers.
**_We're excited to talk if you have:_**
+ At least 5 years of banking operations experience and at least 2 years of managerial experience.
+ Experience in one or more of the following areas:
+ Banking compliance
+ Banking risk
+ Project management within a bank, financial services company, or tech company.
+ Experience with internal and external banking risk or regulatory reviews.
+ Working knowledge of AML-CFT, Reg CC, Reg E, escheatment, and/or other regulations related to the activities of an operations organization.
+ Demonstrated ability to successfully lead team activities or work initiatives ensuring the work produced is high quality.
+ Excellent analytical, problem-solving, and decision-making skills.
**_Bonus Points if you have:_**
+ Bachelor's degree with a business or finance discipline.
+ At least 7 years of experience within the financial services industry.
+ Experience with Power BI reports or dashboards.
+ Experience with SharePoint design.
**Applicants must have legal authority to work in the United States. Work Visa sponsorship is not available for this position.**
Deadline to apply: March 15, 2026
**Compensation Range:**
$57,760.00 - $124,170.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In 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?**
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_ _*************************_ _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._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
$41k-54k yearly est. 5d ago
Bilingual Member Services Specialist - TruHome Solutions*
Communityamerica Credit Union 4.3
Communityamerica Credit Union job in Overland Park, KS
TruHome Solutions* has provided private-label mortgage services to credit unions since 2004. By partnering with us, you'll break through the barriers of cost, regulation, and technology, resulting in increased loyalty and service of your members in one of the most important times of their lives.
This Member Service Specialist position is responsible for handling a variety of member services calls in a prompt and courteous manner. Requires working in an automated call queue to assist our customers, resolve mortgage related questions and issues that may include but are not limited to include address corrections, account research, balance inquiries, name changes, payment applications as well as credit reporting concerns. This position will also be responsible for correspondence received either by department inbox or by general mail and may assist with various mortgage servicing projects.
Duties & Responsibilities
Receives customer telephone questions and concerns in a professional manner and provide timely and accurate resolution.
Presents a positive, successful image of THS through a professional demeanor and caring approach with members.
Completes research and resolves documentation errors or discrepancies. Forwards more complex problems to Member Services Seniors, Leads or Manager.
Minimizes customer impacts and ensures each customer has a positive interaction with mortgage servicing.
Takes a proactive approach to drive first call resolution by asking questions to clarify needs, thoroughly addressing inquiries, and setting appropriate expectations.
Abides by established procedures and guidelines.
Assists in identifying potential risks, communicates them to management and takes appropriate steps to avoid risk.
Identifies potential improvements to current team processes and procedures.
Develops and maintains positive working relationships by providing high quality customer service to all internal and external customers.
Promotes honest and open communication throughout TruHome Solutions.
Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
Requirements
Knowledge of mortgage and mortgage related products.
Proficiency in business applications, such as Microsoft Office suite, especially Word and Excel.
Knowledge of our Servicing System, MSP, a plus.
Excellent organizational, analytical, and problem-solving skills.
Must be able to manage multiple projects simultaneously and work in a fast-paced environment with changing priorities.
Ability to work under pressure and with strict deadlines.
Strong ability to communicate effectively in writing and orally.
Ability to resolve interpersonal conflict and miscommunications.
Ability to maintain a high level of confidentiality.
Ability to be flexible with work schedule.
Ability to communicate with individuals utilizing a telephone; requires ability to both listen and communicate effectively.
PHYSICAL ACTIVITIES:
No physical requirements. Must be able to sit and use a computer for extended periods of time.
WORKING CONDITIONS:
This position is expected to work in general office environment with no travel. Overtime may be needed.
EDUCATIONAL/EXPERIENCE REQUIREMENTS:
High School Diploma is required.
Bachelor's Degree is highly preferred.
Fluent in Spanish with the ability to communicate in both languages (English & Spanish)
Call Center Customer Service experience is highly preferred.
$31k-36k yearly est. Auto-Apply 60d+ ago
Floating Personal Banker II
UMB Bank 4.6
Overland Park, KS job
**Personal Bankers** at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.
UMB's branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.
Just as you'll play an important role in achieving UMB's business objectives, we're committed to helping you achieve your own goals. As a Personal Banker, you'll receive extensive training on UMB's products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.
**How you will spend your time:**
+ Asking personalized questions to convert every customer interaction into an opportunity to learn more about their financial goals and connect them to solutions that will meet their needs
+ Individually creating and managing a successful loan pipeline with strong closing conversions by focusing time and efforts on prospecting and cross-selling home equity loans and lines of credit, unsecured personal loans, auto loans and mortgage referrals
+ Creating sales opportunities and growing UMB's customer base by applying keen product knowledge to source consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing
+ Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards.
+ Challenging your daily key performance metrics to elevate personal goals, while balancing competing priorities and providing the unparalleled customer experience
+ Other duties as assigned
**We're excited to talk to you if:**
+ You have a HS Diploma or equivalent
+ You have two years of retail banking sales experience or other relevant experience
+ You have reliable transportation and ability to work branch hours, including weekends and some evenings
+ You have the ability to obtain a NMLS registration within 90 days
+ You have the ability to learn products, services, and procedures quickly and accurately
+ You have basic math skills and ability to problem solve while operating within established risk parameters/tolerances
+ You have demonstrated ability to make personal connections, engage and educate customers, ask open-ended questions, and listen to establish trust and build lasting relationships
+ You have strong business development capabilities for proactively growing your own personal book of business by successfully using campaign offers, prospecting leads, service-to-sales conversations as well as leveraging centers of influence for referrals.
+ You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes
+ You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives
+ You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes
+ You demonstrate attention to detail whether completing documents or explaining features and benefits
+ You enjoy coaching others as a sales mentor
**Bonus points if:**
+ You have a college degree or military equivalent strongly preferred
+ You are bilingual
**Compensation Range:**
$33,920.00 - $65,380.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In 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?**
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_ _*************************_ _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._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
$33.9k-65.4k yearly 60d+ ago
Learn more about CommunityAmerica Credit Union jobs
Zippia gives an in-depth look into the details of CommunityAmerica Credit Union, including salaries, political affiliations, employee data, and more, in order to inform job seekers about CommunityAmerica Credit Union. The employee data is based on information from people who have self-reported their past or current employments at CommunityAmerica Credit Union. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by CommunityAmerica Credit Union. The data presented on this page does not represent the view of CommunityAmerica Credit Union and its employees or that of Zippia.
CommunityAmerica Credit Union may also be known as or be related to Community America Credit Union and CommunityAmerica Credit Union.