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UMB

Regional bank offering diversified financial services

Commercial Relationship Manager 2

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeIn-person

About the Job

Requirements

  • A bachelor’s degree or equivalent experience in a related field.
  • Two years of sales experience.
  • Intermediate knowledge of credit.
  • Knowledge of bank products, services, and bank operations.
  • Proficiency in Word, Excel, and PowerPoint.
  • An intermediate level of understanding of credit underwriting.
  • Ability to manage time effectively to balance new and existing relationships and meet goals.

Responsibilities

  • Serve as a conduit for all product lines and match client needs with appropriate products.
  • Grow revenue as directed by senior management by prospecting new business and making appropriate referrals.
  • Maintain a portfolio by calling on existing customers to expand business, ensure excellent client relations, and provide proper account servicing.
  • Manage loan and portfolio credit quality.
  • Negotiate credit arrangements and prepare credit memoranda and supporting documentation for presentation to the loan committee.

Desired Qualifications

  • Two years of commercial sales experience.
  • Ability to prospect and network at various levels within a company.

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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