Comml Relationship Mgr III

UMB Financial
Phoenix
Workplace: HybridFull timeFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Resilience","Agility","Accountability","Driving results","Client relationship building"]

Cultivate new and existing commercial banking relationships to increase profitability for mid-market businesses. Build and grow a commercial loan portfolio through prospecting, while collaborating with clients to understand financial needs and qualify them for bank products and services. Partner with team members to identify additional offerings such as treasury management, virtual cards, and trust services, leveraging credit expertise and non-credit product knowledge.

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UMB Financial
UMB Financial
2 months ago

Comml Relationship Mgr III

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Source: Company careers pageValidated by: Fursa AI
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Job Summary

Cultivate new and existing commercial banking relationships to increase profitability for mid-market businesses. Build and grow a commercial loan portfolio through prospecting, while collaborating with clients to understand financial needs and qualify them for bank products and services. Partner with team members to identify additional offerings such as treasury management, virtual cards, and trust services, leveraging credit expertise and non-credit product knowledge.
Location: Phoenix
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Manager level

Key Responsibilities

  • •Build and grow a commercial loan portfolio by prospecting for new Commercial & Industrial business.
  • •Increase profitability by cultivating new commercial relationships and expanding or retaining existing relationships.
  • •Engage and lead team members to determine which additional products and services clients may benefit from.
  • •Collaborate with commercial clients to understand their business and financial needs.
  • •Analyze business information to qualify clients for bank products and services using credit acumen and non-credit product knowledge.

Pay and Benefits

Perks:Paid Leave401kAnnual BonusHealth InsuranceDental

Key Requirements

  • •5+ years of sales experience with 2 years in commercial bank sales.
  • •Bachelor’s degree or equivalent experience in a related field.
  • •Demonstrated knowledge of credit, bank products, services, underwriting, and bank operations.
  • •Ability to prospect for new Commercial & Industrial business and build a loan portfolio.
  • •Curiosity about how companies work and what drives success in their industries.
Experience:5+ yearsCommercial banking
Education:Bachelor's
Skills:ResilienceAgilityAccountabilityDriving resultsClient relationship building

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