UMB Bank · 4 hours ago
Commercial Team Lead
Fresno CA
Full-time
Hybrid
Senior Level, Lead/Staff
$151K/yr - $322K/yr
10+ years expUMB Bank is a financial institution that is seeking a Commercial Team Lead to oversee commercial loan activity in a geographical region. The role involves client relationship management, credit underwriting, and growing revenue through new business development and maintaining existing customer relationships.
BankingFinanceFinancial Services
Responsibilities
Lead the commercial loan activity in a geographical region
Client relationship management including credit underwriting, documentation, maintenance, monitoring of credit quality, and customer service across all commercial products provided/offered
Represent UMB in the local community
Grow revenue by successfully prospecting for new business and retaining/expanding existing customer relationships
Call on existing or prospective customers to develop new business, expand existing business, maintain good customer relations, and ensure proper servicing of all accounts/relationships
Assist in establishing sales goals and strategies for region and assessing performance against set goals periodically with management
Assist in establishing service policies and standards for commercial accounts, in order to ensure customer satisfaction and loyalty
Perform in a high visibility, leadership role in the community served
Exercise leadership and administrative coordination over the functions of the region, including participation in the sales strategy, budget process, implementation of regional policies, and explanation of company program and objectives
Negotiate credit arrangements and prepare credit memoranda and supporting documentation for presentation to the loan committee
Provide management responsibility for a team including establishment of goals, objectives, and associate professional development
Other duties as assigned
Qualification
Required
Bachelor's degree or equivalent work experience
10+ years experience in related commercial experience
Current valid driver's license
Demonstrates strong knowledge of credit
Demonstrates knowledge of bank products, services, and bank operations
Demonstrates ability to be a self starter
Demonstrates initiative
Demonstrates ability to be customer centric with proven sales success
Demonstrates excellent communication skills, both verbal and written
Demonstrates ability to address customer objections and concerns positively
Demonstrates ability to manage time effectively to balance new & existing relationships to meet goals
Demonstrates ability to prospect and network at various levels within a company
Benefits
Paid Time Off
A 401(k) matching program
Annual incentive pay
Paid holidays
A comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
Health savings
Flexible spending
And dependent care accounts
Adoption assistance
An employee assistance program
Fitness reimbursement
Tuition reimbursement
An associate wellbeing program
An associate emergency fund
And various associate banking benefits
Company
UMB Bank
UMB Financial Corporation is a commercial bank that offers various financial services.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$606.13M2025-05-29Post Ipo Equity· $294.53M
2024-04-29Post Ipo Equity· $201.6M
2022-09-23Post Ipo Debt· $110M
Leadership Team
Brian Hutchin
Executive Vice President, Director of Healthcare Services at UMB, Institutional Banking Division
Phillip Mason
President of Institutional Banking
Recent News
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