Small Business Specialist

UMB Bank • Albuquerque, NM • 15h ago

SMALL BUSINESS SPECIALIST

This role will be responsible for providing critical support for the client relationships in the centralized Small Business Banking team, which will include managing an existing portfolio of business and the acquisition of new business. This role will focus generally on companies with revenues under $1MM and provide loans, lines of credit, credit cards, treasury and depository services to targeted companies.

Responsibilities to include:

Generate, retain, & expand lending and depository relationships with new and existing clients through direct prospecting, direct marketing programs, cold calling, and client referrals

Meet all established sales goals and actively participate in all sales activities as assigned by engaging in a personal weekly sales activity plan

Serve as the primary link for all financial services to the individual Small Business Banking client with the bank (i.e., Treasury Services, International, Trust, and Cash Vault)

Ensure that customers have a positive experience with the organization and its products/services at every touch point

Identify prospecting approaches to recognize potential customers and create opportunities to sell financial solutions and ideas to customers for both their business and personal financial needs

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

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)

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 target timeframes

Maintain information in CRM consistently for use internally to provide maximum efficiency surrounding the small business clients

Qualifications:

Bachelor's degree in business administration and 2+ years of outside sales experience in the financial services industry or equivalent combinations of education and experience

Knowledge of Business Banking products, processes, policies and lending practices

Ability to develop new business and good B2B sales skills

Ability to provide excellent customer service

Ability to create and deliver one-on-one and group presentations

Excellent interpersonal, verbal and written communication skills

Ability and willingness to sell via outbound telephone calls

Proficiency in Word, Excel and PowerPoint

Compensation Range:

$51,480.00 - $99,330.00

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.

Are you ready to be part of something more?

You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy\Notice\for\California\Candidates\Original\file.pdf) to understand how we collect and use your personal information when you apply for employment with UMB.

Who we are

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB\Tuce\Book\Original\file.pdf)

Check out the road to a career at UMB

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