Business Banking Client Manager I / Business Banking Client Manager Ii

UMB Financial Corporation

Base: $69,230.00 - $149,000.00; bonus/equity: annu...
Manage business banking client portfolio
Expand client relationships
Cross-sell bank products
The Business Banking Client Manager will manage a portfolio of Business Banking clients, focusing on expanding relationships and cross-selling opportunities

Job Summary

  • The Business Banking Client Manager will manage a portfolio of Business Banking clients, focusing on expanding relationships and cross-selling opportunities.
  • Responsibilities include negotiating credit arrangements, monitoring borrowing base reports, and recognizing early warning signs for client portfolio health.
  • UMB offers competitive benefits including paid time off, 401(k) matching, annual incentive pay, and a comprehensive health plan.

Matching Summary

The Business Banking Client Manager will manage a portfolio of Business Banking clients, focusing on expanding relationships and cross-selling opportunities.

Salary

Base: $69,230.00 - $149,000.00; Bonus/Equity: annual incentive pay; Benefits: comprehensive company sponsored benefit plan

Skills & Requirements

Must-have

  • Manage Business Banking client portfolio
  • Expand client relationships
  • Cross-sell bank products
  • Credit analysis and underwriting
  • Financial statement analysis
  • Borrowing base and covenant compliance

Nice-to-have

  • Prospecting and new customer acquisition
  • Treasury management product knowledge
  • Networking at various levels
  • Self-starter and initiative
  • High level of analytical skill

Key Requirements

  • Bachelor's degree or equivalent experience
  • Three years banking experience
  • Credit analysis experience
  • Client management experience
  • Proficiency in Word, Excel & PowerPoint

Work Rights

Not specified

Tailored Resume

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