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UMB Bank · 1 day ago

Client Mgr Sr - Commercial

Albuquerque NM

Full-time

Onsite

Senior Level, Lead/Staff

$100K/yr - $214K/yr

8+ years exp

UMB Bank is a financial institution that focuses on providing exceptional banking services. The Client Manager Senior is responsible for managing a portfolio, expanding customer relationships, and ensuring credit quality while growing revenue through effective client engagement and cross-selling opportunities.

BankingFinanceFinancial Services

Responsibilities

Grow revenue as directed by senior management to meet established goals by successfully prospecting new opportunities with existing clients and making appropriate referrals

Partner with other officers to effectively administer the management of assigned commercial banking relationships

Maintain portfolio by calling on existing customers to expand existing business, ensure excellent client relations & proper servicing of account(s), and ensure the portfolio’s credit quality

Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with other officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times

Serve as a conduit for all product lines and match client needs with appropriate products

Proactively look for cross selling opportunities on bank products

Other duties as assigned

Qualification

Commercial banking experienceCredit underwritingFinancial acumenLoan processing knowledgeWordExcelPowerPointNetworking skillsAnalytical skillsCommunication skillsTime managementSelf-starter

Required

Must have Bachelor's degree in Business or Accounting / Finance or equivalent experience in a related field

8+ years commercial banking or lending experience including credit underwriting

Expert knowledge of credit and understanding of underwriting

Strong financial acumen

Expert knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc

Ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents

Ability to be self-starter and show initiative

Strong communication skills (verbal & written)

Proficiency in Word, Excel, PowerPoint

Ability to manage time effectively

Ability to prospect and network at various levels within a company

Strong analytical skills