Growth-Focused Business Banking Client Manager

umb; Dallas (TX); On-site; USD 98,000 - 145,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Health insurance

Annual incentive pay

Professional development benefits

Job summary

UMB invites applications for a Business Banking Client Manager to manage a large portfolio of Business Banking clients in Dallas, expanding relationships and acquiring new customers through established contacts. You will serve as a conduit for all product lines and seek cross-sell opportunities.

You will drive revenue by nurturing existing relationships, maintaining credit quality, and coordinating with underwriting on credit decisions. Strong analytical and communication skills are essential.

Qualifications

• bachelor's degree or equivalent experience in related field.
• Three years' banking experience including credit analysis and client management.
• Demonstrate a high level of understanding of credit underwriting.

Responsibilities

• Serve as conduit for all product lines and match client needs with appropriate products.
• Grow revenue by prospecting new business within portfolio and via referrals.
• Maintain a portfolio by calling on existing customers to expand business and ensure credit quality.
• Negotiate credit arrangements and prepare credit memoranda with underwriting.
• Monitor borrowing base reports and covenant compliance; track exceptions.

Skills

Credit analysis

Client management

Bank products knowledge

Communication skills

Excel

Education

Bachelor's degree or equivalent experience

Tools

Word

Excel

PowerPoint

Job description

UMB invites applications for a Business Banking Client Manager to manage a large portfolio of Business Banking clients in Dallas, expanding relationships and acquiring new customers through established contacts. You will serve as a conduit for all product lines and seek cross-sell opportunities.

You will drive revenue by nurturing existing relationships, maintaining credit quality, and coordinating with underwriting on credit decisions. Strong analytical and communication skills are essential.