Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
UB
UMB BANK NA
Commercial Relationship Manager II
Career Insights for Commercial Relationship Manager
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on Texas data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Commercial Relationship Manager sells financial products to business prospects on behalf of a financial institution or organization. Makes appointments with new businesses and while maintaining relationship with existing clients. Establish new lines of credit and investment accounts for clients and develop prospect lists for additional recruiting.
$116,200 / year median in Texas
+5% projected growth
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 II, you will be responsible for developing new commercial business, while maintaining a portfolio . While loan product is important, cross selling with current and prospective clients is a key element of this role. How you'll spend your time: Serves a conduit for all product lines and matches client needs with appropriate products. Grows revenue as directed by senior management by successfully prospecting new business and making appropriate referrals. Maintains portfolio by calling on existing customers to expand existing business, ensure excellent client relations & proper servicing of account(s). Manage loan & portfolio credit quality. Negotiate credit arrangements and prepare credit memoranda and supporting documentation for presentation to the loan committee. Other duties as assigned. We're excited to talk to you if: You possess a b achelor's degree or equivalent experience in related field . You have 2 years' sales experience . You have d emonstrate d intermediate knowledge of credit . You have d emonstrate d knowledge of bank products, services, and bank operations . You have d emonstrate d ability to be self-starter and show initiative . You have d emonstrate d excellent communication skills (verbal & written) . You have d emonstrate d proficiency in Word, Excel, PowerPoint . You have an i ntermediate level of understanding of credit underwriting . You have d emonstrate d ability to manage time effectively to balance new & existing relationships to meet goals .