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UMB

Regional bank offering diversified financial services

Client Manager Senior - Commercial

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeKansas City, MO, USAIn-person

About the Job

Requirements

  • A bachelor's degree in Business or Accounting/Finance, or equivalent experience in a related field.
  • At least 8 years of commercial banking or lending experience, including credit underwriting.
  • Expert knowledge of credit and understanding of underwriting.
  • Strong financial acumen.
  • Expert knowledge of identifying and processing maturing loans, line renewals, term loans requiring extensions, loan restructuring, approval processes, and term changes.
  • Ability to interpret policies and procedures, loan contracts, credit reports, financial statements, and loan documents.
  • Ability to prospect and network at various levels within a company.
  • Strong analytical skills.
  • Proficiency in Word, Excel, and PowerPoint.
  • Ability to manage time effectively.

Responsibilities

  • Grow revenue as directed by senior management to meet established goals by prospecting new opportunities with existing clients and making appropriate referrals.
  • Partner with other officers to administer assigned commercial banking relationships effectively.
  • Maintain the portfolio by calling on existing customers to expand business, ensure excellent client relations and proper account servicing, and maintain portfolio credit quality.
  • Provide recurring customer service to existing and prospective clients through direct customer contact, including joint sales calls with other officers or direct correspondence with clients.
  • Perform projects and tasks as needed, emphasizing maintaining UMB TUCE at all times.
  • Serve as a conduit for all product lines and match client needs with appropriate products.
  • Proactively identify cross-selling opportunities on bank products.
  • Perform other duties as assigned.

About the Company

UMB

Regional bank offering diversified financial services

UMB Financial provides banking and financial services to individuals, businesses, and institutions, including wealth management and treasury services. Its products run through customer accounts, loans, cash management, and trust and investment services, delivered via branches, advisors, and online tools to help people manage money and grow assets. The company stands out through a long local history, a strong emphasis on customer service, and community involvement, with growth beyond a single region. Its goal is to be a trusted, dependable financial partner that helps clients manage finances and pursue long-term growth.

Company size
5,001-10,000
Company stage
IPO
Headquarters
Kansas City, MO
Founded
1913

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