Commercial Team Lead

UMB Financial
United States
Workplace: OnsiteFull timeUSD 124,690 - 236,390 annuallyFunction: Administration & Executive AssistanceExperience: 10+ yearsEducation: bachelorsSkills: ["Leadership","Relationship building","Negotiation","Strategic planning","Client focus"]

Lead a Commercial & Industrial sales team and set the regional sales strategy to win new business for UMB. You will assist in establishing sales goals, service policies, and standards that improve client satisfaction and retention. Oversee budgets, recruitment strategy, and the loan portfolio to ensure profit and loss. Negotiate credit arrangements and prepare credit memoranda for loan committee approvals while driving community activities and monitoring portfolio performance.

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UMB Financial
UMB Financial
2 months ago

Commercial Team Lead

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Job Summary

Lead a Commercial & Industrial sales team and set the regional sales strategy to win new business for UMB. You will assist in establishing sales goals, service policies, and standards that improve client satisfaction and retention. Oversee budgets, recruitment strategy, and the loan portfolio to ensure profit and loss. Negotiate credit arrangements and prepare credit memoranda for loan committee approvals while driving community activities and monitoring portfolio performance.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Lead a team of sales and product specialists shaping Commercial & Industrial solutions to win new business.
  • •Assist in setting sales goals, and establish service policies and standards to increase client satisfaction and retention.
  • •Set regional sales strategy and play a critical role in developing new business.
  • •Oversee budgets, recruitment strategy for new associates, and the loan portfolio to ensure profit and loss.
  • •Oversee commercial portfolio monitoring through team members and participate in negotiating credit arrangements for loan committee approvals.

Pay and Benefits

Salary: USD 124,690 - 236,390 annually
Perks:Paid Leave401kHealth InsuranceDentalVisionLearning BudgetAdoption AssistanceEmployee Assistance

Key Requirements

  • •10 years of Commercial Banking experience.
  • •Prior leadership experience leading a team of sales and product specialists.
  • •Bachelor’s degree in business administration, finance, or accounting.
  • •Ability to negotiate credit arrangements and help prepare credit memorandum and supporting documentation for loan committee approvals.
  • •Experience overseeing commercial portfolio monitoring to ensure loans are performing to standard.
Experience:10+ yearsCommercial banking
Education:Bachelor's in business administration, finance, or accounting
Skills:LeadershipRelationship buildingNegotiationStrategic planningClient focus

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