Business Banking Relationship Manager II

UMB Financial
Milwaukee
Workplace: OnsiteFull timeUSD 63,830 - 136,580 annuallyFunction: Customer Success & Account ManagementExperience: 5+ yearsSkills: ["Strategic sales","Client relationship management","Credit analysis","Communication","Negotiation"]

Manage strategic relationships for Business Banking clients with annual revenue between $1MM and $20MM, including growing an existing portfolio and acquiring new business. Generate, retain, and expand lending, investment, and deposit relationships through referrals, centers of influence, and prospecting. Own portfolio profitability and risk, oversee credit quality, and negotiate loan proposals while advising internal teams and maintaining CRM usage.

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UMB Financial
UMB Financial
1 month ago

Business Banking Relationship Manager II

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Job Summary

Manage strategic relationships for Business Banking clients with annual revenue between $1MM and $20MM, including growing an existing portfolio and acquiring new business. Generate, retain, and expand lending, investment, and deposit relationships through referrals, centers of influence, and prospecting. Own portfolio profitability and risk, oversee credit quality, and negotiate loan proposals while advising internal teams and maintaining CRM usage.
Location: Milwaukee
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage strategic Business Banking client relationships, including an existing portfolio and acquisition of new business.
  • •Generate and follow up on new client leads through existing clients, referrals, COI referrals, and prospecting.
  • •Monitor and manage portfolio profitability and risk across loans, deposits, and fee income.
  • •Manage credit quality by conducting credit analysis, loan structuring, covenant monitoring, and compliance with policy/regulation.
  • •Negotiate loan proposals, evaluate credit requests, write loan commitments, and present recommendations to underwriters or loan committees.

Pay and Benefits

Salary: USD 63,830 - 136,580 annually
Perks:Paid Leave401kHealth InsuranceDentalVisionAdoption AssistanceGym MembershipTuition

Key Requirements

  • •Bachelor’s degree or equivalent work experience.
  • •5 years of proven business banking sales experience.
  • •Strategic sales knowledge selling to small business owners.
  • •Business banking product knowledge with ability to innovate and provide solutions.
  • •Knowledge of credit underwriting and commercial lending practices, including loan documentation and servicing requirements.
Experience:5+ yearsBusiness bankingCommercial lendingFinancial services
Skills:Strategic salesClient relationship managementCredit analysisCommunicationNegotiation
Tech Stack:CRMWordExcelPowerPoint

Company Brief

UMB Financial
UMB Financial is a diversified financial holding company offering commercial banking, treasury management, payment solutions, trust services, and asset servicing. It serves businesses, institutions, and individuals through banking and financial products across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1913
WebsiteLinkedIn