UMB Bank Client Relationship Mgr l in Colorado Springs Colorado United States

Why UMB Energetic. Friendly. Fun. Not exactly the words that first come to mind when you think about working in the financial industry, right? We get it. At UMB we pride ourselves on being different. We operate in a team-based environment, made up of diverse associates who are passionate, innovative and focused!

We have plenty of tradition too – actually over 100 years of it! We're proud of our history, stability, and proven track record of success. With nearly $17 Billion in Total Assets, UMB has consistently been recognized as one of the nation's best financial institutions and we currently need more dedicated and enthusiastic people, just like you!

Introduction We are currently hiring a Client Relationship Manager for our location in Colorado Springs, Colorado.

Duties and Responsibilities The Client Relationship Manager will have the opportunity to be the primary sales role and advisor within the branch. This individual focus sales efforts with high value Consumer relationships as noted in the targeted segments. Proactive sales efforts will include Small Business calls (within defined parameters), outbound sales calls by phone and in person, and attendance or hosting sales events. Using consultative sales skills and the UMB Advisory Process, the Client Relationship Manager will be responsible for increasing share of wallet/expanding customer relationships and growing book of business. A significant focus will be allocated to conducting client sessions, extracting client needs, providing financial counsel and establishing financial plans as a trusted advisor. The role also coordinates business partners and subject matter experts to meet client goals. Additional sales efforts are performed in relation to insurance and investments. The role also performs servicing of accounts (opening and transacting), general account maintenance (requiring less than 5 minutes to complete) referencing customers to appropriate specialist roles (mortgage, private banking, small business). This position will also act as a leader in the branch as it relates to change management and advocating for the Consumer Services Strategy. Other duties as assigned.

Minimum Requirements

  • 2 years sales experience to include outbound business development.

  • Bachelors degree in Business Administration or comparable college and/or business experience.

Minimum Knowledge and Skills

  • Proven consultative and solutions based sales abilities.

  • Knowledge of banking products, systems, policies/procedures and regulations.

  • Ability to build relationships with clients.

  • Ability to present and convey information that influences and calls individuals to action.

Preferred Knowledge and Skills

  • Proven skills in building collaboration across various departments or teams.

  • Strong understanding of customer and market segmentation.

At UMB We strive to deliver the unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity!

What you'll get: Unique Benefit Programs : We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!! Professional Development:We provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance. Community Involvement: Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice. Culture of Diversity and Inclusion:We are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas.

Please visit us at to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.


Outside sales B2B business to business sales relationship management sales advisor financial sales manager sales consultant small business sales insurance sales account executive account manager business 2 business relationship manager account management :

Requisition Number: 2848BR

Job Title: Client Relationship Mgr l

Employee Type: Full Time

Requisition Type: Exempt

Function: Banking Services

Work Schedule: Monday-Friday: 8:00am-5:00pm

Address: 101 North Cascade Ave

City: Colorado Springs

State: CO

Postal Code: 80903