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UMB Bank · 19 hours ago

Small Business Specialist

Denver, CO

Full-time

Onsite

Entry, Mid Level

$52K/yr - $109K/yr

2+ years exp

UMB Bank is focused on growing its small business portfolio by managing commercial relationships and providing tailored financial services. As a Small Business Specialist, you will engage with small business owners to offer loans, credit, and treasury services while ensuring a positive customer experience at all touch points.

BankingFinanceFinancial Services

Responsibilities

You will complete sales plans and goals on a weekly basis to develop new prospects

You will perform portfolio management activities such as manage and support customer inquiries and service requests; analyze each lending situation for additional business and cross-sell opportunities

You will communicate and partner with other lending areas for follow up on behalf of customers; apply expertise of banking products/services to help them achieve their financial goals

You will communicate and collaborate with consistency and transparency with branch staff, business banking teams and other internal partners that service small companies (with revenue under $1MM)

You will process complete application packages efficiently, including screening packages against product guidelines and required documents, entering and processing loans, lines and credit cards into the system, gathering all required documents, and closing out applications within targeted timeframes

You will maintain information in a CRM system consistently for use internally to provide maximum efficiency surrounding the small business clients

Qualification

Sales experienceFinancial services knowledgePortfolio managementCRM proficiencyCommunication skillsCollaboration skills

Required

You have a bachelor's degree in business administration and 2+ years of outside sales experience in the financial services industry OR any combination of education and experience that would provide an equivalent background