Small Business Specialist

UMB Financial Corporation

Albuquerque, NM, US
Base: $51,480.00 - $99,330.00; bonus/equity: annua...
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2+ years outside sales experience in financial services
Bachelor's degree in business administration
Knowledge of business banking products and lending practices
** UMB Financial Corporation is seeking a Small Business Specialist in Albuquerque, NM, to manage and expand client relationships within the Small Business Banking team, primarily serving companies with revenues under $1 million. The role involves generating new business, providing excellent customer service, and managing a portfolio of financial products. **

Job Summary

  • This role is responsible for managing an existing portfolio of small business clients and acquiring new business through direct prospecting and marketing.
  • The specialist will serve as the primary link for all financial services including treasury, international, trust, and cash vault solutions.
  • UMB offers competitive benefits including a 401(k) matching program, annual incentive pay, and comprehensive health insurance coverage.

Matching Summary

Match Score: 75

** UMB Financial Corporation is seeking a Small Business Specialist in Albuquerque, NM, to manage and expand client relationships within the Small Business Banking team, primarily serving companies with revenues under $1 million. The role involves generating new business, providing excellent customer service, and managing a portfolio of financial products. **

Salary

Base: $51,480.00 - $99,330.00; Bonus/Equity: Annual incentive pay available; Benefits: 401(k) match, medical, dental, vision, PTO

Skills & Requirements

Must-have

  • 2+ years outside sales experience in financial services
  • Bachelor's degree in business administration
  • Knowledge of business banking products and lending practices
  • Ability to sell via outbound telephone calls
  • Proficiency in Word, Excel, and PowerPoint

Nice-to-have

  • Excellent interpersonal and communication skills
  • Experience creating one-on-one and group presentations
  • Strong B2B sales skills
  • Commitment to customer service excellence
  • Willingness to engage in direct prospecting

Key Requirements

  • Bachelor's degree in business administration
  • 2+ years outside sales experience in financial services
  • Knowledge of business banking products and policies

Work Rights

Not specified

Tailored Resume

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