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UMB Bank · 1 day ago

Associate Client Relationship Manager

Kansas City, MO

Full-time

Onsite

New Grad, Entry Level

$45K/yr - $87K/yr

UMB Bank is focused on serving the institutional marketplace through its Institutional Banking division. As an Associate Client Relationship Manager, you will support the CRM team in managing client relationships and onboarding processes, ensuring clients receive the necessary support for their banking and investment service needs.

BankingFinanceFinancial Services

Responsibilities

You will assist the CRM team in developing and managing ongoing institutional banking and investment service client relationships

You will manage day to day and periodic support services within client relationships, including but not limited to daily client inquiry, system proficiency and training for clients, SLA reporting, and internal shared service team communication

You will support CRMs coordinating client set-up and conversion activities (legal, operational, technical, and project management)

You will with the CRMs with product development assistance, problem escalation, and special projects (e.g., system testing, development) as necessary

You will help support cross-sell strategies for existing client portfolios. Conduct industry, product, and client research to provide recommendations to the CRMs responsible for leading client strategies, which are ultimately expected to lead to consistent year-over-year growth in client revenue