Commercial Relationship Manager III

UMB Bank; Tulsa (OK); Hybrid; USD 99,000 - 215,000; Full time

Job summary

A leading financial institution in Tulsa is looking for a Relationship Manager to enhance profitability through new commercial relationships and expand existing ones. The ideal candidate will have 5 years of sales experience, strong credit knowledge, and a desire to understand client businesses. This role offers a hybrid work model and competitive compensation ranging from $99,750 to $214,370.

Benefits

Paid Time Off

401(k) matching program

Annual incentive pay

Comprehensive medical and dental coverage

Tuition reimbursement

Qualifications

• 5 years sales experience with 2 years in Commercial Bank Sales.
• Demonstrated knowledge of credit, bank products, services, underwriting, and bank operations.
• Curious about how companies work and what helps them succeed.

Responsibilities

• Build own commercial loan portfolio by prospecting for new business.
• Engage team members to determine what other products clients might benefit from.
• Collaborate with clients to understand their business and financial needs.

Skills

Sales experience

Credit knowledge

Consulting skills

Analytical skills

Education

Bachelor's degree or equivalent experience

Job description

The Commercial Banking team actively calls on businesses that typically have annual revenue between $50MM and $500MM. The team includes relationship managers, treasury management officers and others that provide a suite of products and services that serve companies of this size. The objective of the group is earn the title of trusted advisor and help these companies grow and prosper in our community.

As the Relationship Manager you will be responsible for increasing the Bank’s profitability by cultivating new commercial relationships and the expansion/retention of existing relationships. In this role you must utilize your credit acumen and be knowledgeable in non-credit products such as treasury management, virtual card, trust, etc. Successful candidates for this role will be resilient, agile, accountable and driven. This role is hybrid (Tues/Wed/Thur on-site).

How you’ll spend your time:

• Build your own commercial loan portfolio by prospecting for new Commercial & Industrial business.

• Engage and lead other team members to determine what other products and services the client might benefit from.

• Collaborate with commercial clients to better understand their business and financial needs.

• Analyze the business in order to qualify clients for bank products and services.

We’re excited to talk to you if:

• You have 5 years sales experience with 2 years in Commercial Bank Sales.

• You hold a Bachelor’s degree or equivalent experience in related field.

• You are curious and want to know how companies work and what helps them remain successful in their respective industries.

• You have demonstrated knowledge of credit, bank products, services, underwriting and bank operations.

Compensation Range:

$99,750.00 - $214,370.00

The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

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.

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