Small Business Specialist
UMB Bank(28 days ago)
About this role
The Small Business Specialist serves on the centralized Small Business Banking team supporting clients with annual revenues under $1M. The role involves managing an existing portfolio and helping acquire new small business clients while delivering banking products such as loans, lines of credit, credit cards, treasury and depository services. This position represents the bank to small business customers and helps coordinate services across internal banking teams.
Required Skills
- Business Development
- Prospecting
- Relationship Management
- Lending
- Credit Analysis
- Treasury Services
- Customer Service
- Portfolio Management
- CRM
- Presentations
+2 more
Qualifications
- BS in Business Administration