UMB Bank
Banking • Finance • Fintech
UMB Bank is a financial services company that provides a variety of banking solutions for personal, business, and institutional clients. They offer personal banking products such as checking accounts, savings accounts, credit cards, loans, and wealth management services. For businesses, UMB Bank provides cash flow management, lending, credit cards, capital finance, and employee benefit solutions. The company also delivers institutional solutions, including capital markets, fund services, and institutional and fintech banking. UMB Bank focuses on delivering tailored banking services with expertise across various sectors, leveraging their understanding of the financial industry's complexities.
Global Relationship Manager
Job not on LinkedIn
October 28
⛰️ Colorado – Remote
🌽 Illinois – Remote
+3 more states
đź’µ $72.9k - $135.4k / year
⏰ Full Time
🟡 Mid-level
đźź Senior
đź’° Account Manager
🦅 H1B Visa Sponsor
UMB Bank
Banking • Finance • Fintech
UMB Bank is a financial services company that provides a variety of banking solutions for personal, business, and institutional clients. They offer personal banking products such as checking accounts, savings accounts, credit cards, loans, and wealth management services. For businesses, UMB Bank provides cash flow management, lending, credit cards, capital finance, and employee benefit solutions. The company also delivers institutional solutions, including capital markets, fund services, and institutional and fintech banking. UMB Bank focuses on delivering tailored banking services with expertise across various sectors, leveraging their understanding of the financial industry's complexities.
đź“‹ Description
• Manage the overall customer relationship • Act as the primary contact for all Fund Services Clients • Facilitate the process of delivering service to clients from all UMB operating units • Prepare and track annual client relationship plans • Document clients' satisfaction level with UMB's service • Work with sales team to build rapport with prospects • Oversee fee negotiations • Lead client on-boarding process • Conduct team meetings with clients • Manage ongoing client projects ensuring agreed upon time frames are met • Keep senior UMBFS management apprised of client status • Provide a channel for UMBFS team members to go to with issues and questions • Deliver daily reports and analysis where necessary • Oversee monthly billing and managing contract renewal process • Identify and pursue cross-sell and referral opportunities
🎯 Requirements
• Bachelor's Degree • Five years managing client relationships in the financial services industry
🏖️ Benefits
• Paid Time Off • 401(k) matching program • Annual incentive pay • Paid holidays • Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage • Health savings, flexible spending, and dependent care accounts • Adoption assistance • Employee Assistance Program • Fitness reimbursement • Tuition reimbursement • Associate wellbeing program • Associate emergency fund • Various associate banking benefits
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