Small Business Specialist

$51,480 - $119,200/Yr

Umb Financial Corporation - Denver, CO

posted about 2 months ago

Full-time - Mid Level
Denver, CO
Credit Intermediation and Related Activities

About the position

The Small Business Specialist at UMB Financial Corporation is responsible for managing commercial relationships with small business clients, focusing on companies with revenues under $1 million. This role involves developing connections with small business owners, understanding their financial service needs, and providing tailored solutions including loans, lines of credit, and treasury services. The specialist acts as a trusted advisor, ensuring a positive customer experience and driving business growth through direct prospecting and relationship management.

Responsibilities

  • Develop and manage commercial relationships with small business clients.
  • Generate, retain, and expand lending and depository relationships through prospecting and marketing.
  • Complete sales plans and goals on a weekly basis to develop new prospects.
  • Perform portfolio management activities, including managing customer inquiries and service requests.
  • Analyze lending situations for additional business and cross-sell opportunities.
  • Communicate and partner with other lending areas for customer follow-up.
  • Process complete application packages efficiently, including screening and closing applications.
  • Maintain information in a CRM system for maximum efficiency.

Requirements

  • Bachelor's degree in Business Administration or related field.
  • 2+ years of outside sales experience in the financial services industry.
  • Experience in loan processing and banking.

Nice-to-haves

  • Previous experience as a Small Business Banker or Relationship Banker.
  • Basic working knowledge of accounting principles and practices.
  • Knowledge of Consumer Banking, Business Banking, Merchant and Treasury Services.

Benefits

  • Paid holidays
  • Health insurance
  • Dental insurance
  • Flexible spending account
  • Tuition reimbursement
  • Paid time off
  • Adoption assistance
  • Employee assistance program
  • Vision insurance
  • 401(k) matching
  • Gym membership
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