Senior Middle Market Client Manager at Reliance Matrix advising on client benefit plans and contracts while ensuring client growth and operational excellence.
About the role
- Business Banking Client Manager managing a portfolio for UMB and expanding client relationships. Negotiating credit arrangements and ensuring proper servicing of accounts while analyzing client financial performance.
Responsibilities
- Serve as a conduit for all product lines and match client needs with appropriate products
- Always looking for cross selling opportunities for all bank products
- Grow revenue as directed by senior management by successfully prospecting new business within portfolio and making appropriate referrals
- Maintain a portfolio by calling on existing customers to expand existing business, ensure excellent client relations & proper servicing of account(s), and ensure the portfolio’s credit quality
- Negotiate credit arrangements and prepare credit memoranda and supporting documentation with underwriting for presentation to approvers
- Continuously monitor borrowing base reports and covenant compliance with regular reporting requirements for client base
- Establish protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions
- Recognize and manage early warning signs for client portfolio on a recurring basis
- Provide recurring customer service to existing clients, which includes direct contact with customers
- File all required reports, and resolve all related issues in a timely and efficient manner
Requirements
- Bachelor's degree or equivalent experience in related field
- Three years’ banking experience including credit analysis and client management
- High level of understanding of credit underwriting
- Knowledge of bank products, services, and bank operations
- Ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents
- High level of analytical skill
- Ability to be self-starter and show initiative
- Proficiency in Word, Excel & PowerPoint
- Ability to prospect and network at various levels within a company
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
- 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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