Business Banking Client Manager I / Business Banking Client Manager II
UMB Financial Corporation, Peoria, AZ, United States
As one of UMB’s leading lines of business, the **Business Banking Team** is responsible for helping grow the Business Banking loan portfolio with companies generating revenues from $1MM-$20MM.
The team is made up of Business Banking Relationship Officers, Treasury Management Officers, Underwriters, Client Managers, and Analysts.
This team manages Commercial and Industrial relationships throughout their lives – developing meaningful connections with management of the companies they serve.
Always mindful of the changes in the company, its industry, etc., over time that might create a change in their financial service needs.
**Business Banking Client Manager** you will have a primary focus on managing a portfolio of Business Banking clients, expanding the relationship with UMB within the client portfolio and a secondary focus on new customer acquisition, primarily through leveraging client portfolio relationships and contacts.
You will be responsible for a large-sized portfolio.You will continuously monitor borrowing base reports and covenant compliance with regular reporting requirements for client base.
Establish protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions.You will r quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews.- Other duties as assigned.You possess a bachelor’s degree or equivalent experience in related field.You have three years’ banking experience including credit analysis and client management.You demonstrate knowledge of bank products, services, and bank operations.You demonstrate ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents.You demonstrate ability to be self-starter and show initiative. skills (verbal You demonstrate proficiency in Word, Excel & PowerPoint.You have knowledge of lending products & cross selling of treasury management products. UMB offers competitive and varied benefits to eligible associates, such as 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. Benefit offerings and eligibility requirements vary.### The Unparalleled Customer Experience #J-18808-Ljbffr
The team is made up of Business Banking Relationship Officers, Treasury Management Officers, Underwriters, Client Managers, and Analysts.
This team manages Commercial and Industrial relationships throughout their lives – developing meaningful connections with management of the companies they serve.
Always mindful of the changes in the company, its industry, etc., over time that might create a change in their financial service needs.
**Business Banking Client Manager** you will have a primary focus on managing a portfolio of Business Banking clients, expanding the relationship with UMB within the client portfolio and a secondary focus on new customer acquisition, primarily through leveraging client portfolio relationships and contacts.
You will be responsible for a large-sized portfolio.You will continuously monitor borrowing base reports and covenant compliance with regular reporting requirements for client base.
Establish protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions.You will r quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews.- Other duties as assigned.You possess a bachelor’s degree or equivalent experience in related field.You have three years’ banking experience including credit analysis and client management.You demonstrate knowledge of bank products, services, and bank operations.You demonstrate ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents.You demonstrate ability to be self-starter and show initiative. skills (verbal You demonstrate proficiency in Word, Excel & PowerPoint.You have knowledge of lending products & cross selling of treasury management products. UMB offers competitive and varied benefits to eligible associates, such as 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. Benefit offerings and eligibility requirements vary.### The Unparalleled Customer Experience #J-18808-Ljbffr