UMB Bank Client Relations Mgr Sr in Kansas City, Missouri

What You'll Do:

This role will manage and support clients in the set-up, conversion and on-going support of new and existing institutional relationships, or new/additional products and services.

  • Develop and manage ongoing institutional banking and investment service client relationships

  • Lead cross-sell strategies for existing client portfolios; marshalling sales and product management experts as needed. Strategies are ultimately expected to lead to consistent year over year growth in client revenue

  • Manage client set-up and conversion activities (legal, operational, technical)

  • Support client on an on-going basis with product development assistance, problem escalation and special projects (e.g. system testing, development)

  • Assists in the preparation of UMB senior executives for meetings with information regarding client & the relationship when needed

  • Assist the sales team to produce product collateral material for new prospects

  • Assist sales force in closing opportunities by providing subject-matter expertise and creative solutions to client need

  • Collaborate with Commercial Product Development and Sales to integrate commercial and institutional products where advantageous to existing clients of UMB

  • Must be able to exhibit a poised, professional & polished demeanor in meetings (that will likely include senior executives)

  • Other duties as assigned

In this Role, You will Need:

  • Demonstrates proficiency in Microsoft Office (Word, Excel (or comparable packages), Access, PowerPoint

  • Demonstrates ability to solve problems and deal with a variety of variables in situations where only limited standardization exists.

  • Demonstrates strategic thinking, ability to synthesize information and effectively communicate the relevant details to the respective audience, both verbally and in written form (high articulacy)

  • Demonstrates high level of analytical ability to drive results and proactively manage multiple priorities

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.

Additional Information:

This role will focus primarily on Agent Bank relationships within Institutional Banking. Additional duties may include:

  • Prospect for new Agent Bank relationships

  • Support clients with marketing and acquisition campaigns.

Experience within the card industry is highly desired.


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!!

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.

Who You Are:

  • Must have Bachelor's in Business or other related discipline or equivalent work experience

  • 3 years sales or relationship management experience

Professional Development: We provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.

Job Title:

Client Relations Manager Sr - Agent Card

Work Schedule:

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

Preferred Requirements:

  • Master's Degree

Division Name:

Institutional Banking

Requisition Number:



928 Grand Blvd


Kansas City


Full Time