Commercial Implementation Specialist

As the Commercial Implementation Specialist, you will be responsible for leading and coordinating all aspects of the project life cycle with responsibility for the client journey through the implementation of new clients in Commercial Bank, supporting Treasury Management onboarding efforts across the entire Commercial footprint which includes set up of programs and any design. You will partner with Relationship Managers (RM), Treasury Management Officer (TMO), Commercial Service Specialists (CSS) and Commercial Account Specialist (CAS) to ensure seamless client onboarding journey.  

You will be responsible for the management of multiple simultaneous projects with regular updates and reporting to senior level associates.  You will be responsible for managing the overall development & deployment with each client including maintaining all Commercial Implementation project plans, compiling issues, and ensuring updates to the plans are documented.  You will work closely with sales and product teams to secure necessary resources to implement products for both new and existing clients in a timely manner. You will have the responsibility of working with the Client, Sales team, and IT to ensure approved projects stay on task and within scope. During implementation, you will be the central interface between UMB and the customer, coordinating project tasks or any client-specific customizations that may be requested.  

You will onboard Treasury Management services for new clients to the bank, client projects with extended time frames, and technical client setups. 

You will manage the onboarding by identifying and coordinating appropriate bank resources by partnering with internal areas/departments to ensure services are onboarded properly. 

You will provide consultation for TMO and their clients in the program design and implementation process, as well as data extract design for data integration with clients’ internal systems. 

You will translate client needs information received into an optimal system design. 

You will prepare and coordinate appropriate client documentation for onboarding of client Treasury Management Services where needed.  

You will present technical and applicable product material while training new clients on UMB applications and navigation of UMB platforms. 

You will schedule and lead project calls with clients and key business partners. 

You will lead collaboration with the project core team to develop and execute the implementation project plan, establishing clear expectations and providing transparency of timelines using project management principles and practices. 

You will ensure deal deliverables are met and holds task owners accountable by managing implementation issues, escala