Commercial Relationship Manager III

UMB Financial
United States
Workplace: HybridFull timeUSD 141,354 - 207,900Function: Customer Success & Account ManagementExperience: 2+ yearsEducation: bachelorsSkills: ["Resilient","Agile","Accountable","Driven","Relationship building","Client-facing"]

Build and grow a commercial loan portfolio for Commercial & Industrial clients with annual revenue between $50MM and $500MM. Increase profitability by prospecting for new relationships and expanding or retaining existing ones. Use credit expertise and non-credit product knowledge (e.g., treasury management, virtual cards, trust) to qualify clients and match them with appropriate bank products. This hybrid role supports on-site collaboration Tues/Wed/Thur in Tulsa.

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UMB Financial
UMB Financial
2 months ago

Commercial Relationship Manager III

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Job Summary

Build and grow a commercial loan portfolio for Commercial & Industrial clients with annual revenue between $50MM and $500MM. Increase profitability by prospecting for new relationships and expanding or retaining existing ones. Use credit expertise and non-credit product knowledge (e.g., treasury management, virtual cards, trust) to qualify clients and match them with appropriate bank products. This hybrid role supports on-site collaboration Tues/Wed/Thur in Tulsa.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build a commercial loan portfolio by prospecting for new Commercial & Industrial business.
  • •Cultivate new commercial relationships and expand/retain existing client relationships to increase profitability.
  • •Engage and lead team members to determine additional products and services clients may benefit from.
  • •Collaborate with commercial clients to understand their business and financial needs.
  • •Analyze clients to qualify them for bank products and services.

Pay and Benefits

Salary: USD 141,354 - 207,900
Perks:Health InsuranceDentalVision401kPaid Leave

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 and services, underwriting, and bank operations.
  • •Experience engaging with commercial clients and understanding their business and financial needs.
  • •Curiosity about how companies work and what helps them remain successful in their industries.
Experience:2+ yearsCommercial bankingBanking
Education:Bachelor's
Skills:ResilientAgileAccountableDrivenRelationship buildingClient-facing
Tech Stack:Treasury managementVirtual cardTrust

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