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Lead and coordinate end-to-end onboarding projects for commercial clients, focusing on Treasury Management implementations. Manage multiple projects, develop and maintain implementation plans, coordinate internal resources and client communications, provide training, oversee testing and handoffs, resolve issues/escalations, and ensure timely delivery and documentation.

Perform budgeting, forecasting, financial modeling, analysis, reporting, and close support for a line of business. Deliver analytics and presentations to influence senior leadership decisions and evaluate ROI.

Oversee and review work of Fund Administrators, ensuring accuracy of financial statements, board materials, compliance tests, and distributions. Coordinate audits with lead administrator and external auditors, respond to client inquiries, perform final reviews for client board meetings, and handle other assigned fund administration duties.

The Legal Counsel provides legal education, counsel, and advice, assists in governance, compliance, and relationship management, and supports SEC documentation and corporate governance efforts.

The Financial Advisor is responsible for sales, business development, and client relationship management for investment services, requiring 7 years of experience, specific licenses, and strong financial planning knowledge.

Serve as liaison to vendor QA teams and internal stakeholders to coordinate testing integration, delegate QA work, manage schedules and dependencies, improve testing standards and automation, evaluate load/performance testing needs, and perform/manual testing as needed.

Manage and grow a portfolio of business clients ($1M–$20M revenue) through prospecting, referrals, and community networking. Originate and service loans, analyze credit and financial statements, structure lending solutions, monitor portfolio credit quality, collaborate with internal partners (treasury, trust, international), and maintain CRM. Responsible for profitable portfolio growth and regulatory/compliance monitoring.

Manage and grow relationships with small-to-midsize business clients by generating lending, deposit, and fee income; prospecting and following up on leads; performing credit analysis, loan structuring, and portfolio risk monitoring; coordinating treasury and other banking services; maintaining CRM; and participating in community outreach to drive profitable portfolio growth and compliance.

Manage and grow a portfolio of business clients ($1M–$20M revenue) through prospecting and referrals; originate and structure loans; perform credit and financial analysis; monitor portfolio risk and compliance; collaborate with internal partners; use CRM and participate in community networking to drive profitable growth.

The Commercial Relationship Manager builds and manages a portfolio, develops client relationships, and assesses financial needs to drive sales for UMB's commercial banking services.