Small Business Specialist

Denver, CO - USA

Monthly Salary: $ 56890 - 109270

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

UMBs bottom line is directly impacted by the growth of oursmallbusiness portfolio. This team managesthe commercial relationshipsthroughout its life developing meaningful connections with small business owners andthemanagement of companies they serve. Always mindful of the changes in the company its industry etc. over time that might create a change in theirfinancial service needs.

As a Small Business Specialist you are a product sales expert focused on solutions that will entice prospective companies toawardnew business to UMB.Your role is focused on companies with revenues under $1millionand provides loans lines of credit credit cards treasury and depository services to targeted companies. You will generate retain and expand lending and depository relationships with new and existing clients through direct prospecting marketing programs cold calling and client referrals.You will serve as the primaryconnectionfor all financial services to the Small Business Banking client (i.e.Treasury ServicesLending and Depository Services).Seen as a trusted advisor you will ensure that customers have a positive experience with the organization and its products/services at every touch point; identifying prospecting approaches to recognize potential customers and create opportunities to sell financial solutions and ideas to customers for both their business and personal financial needs.

Working atUMB is aboutour internalcollaborative spirit entrepreneurialprideencouraging creativityrewarding success having fun winning businesscommunity involvementandbeing valued not only for the work that you do but also for the person that you are. You are encouraged to bring your thoughts to the table no matter the role that you are in.

How youll spend your time:

You will complete sales plansand goals on a weekly basis to develop new prospects.
You will perform portfolio management activities such as: manage and support customer inquiries and service requests; analyze each lending situation for additional business and cross-sell opportunities.
You will communicate and partner with other lending areas for follow up on behalf of customers; apply expertise of banking products/services to help them achieve their financial goals.
You will communicate and collaborate with consistency and transparency with branch staff business banking teams and other internal partners that service small companies (with revenue under $1MM).
You will process complete application packages efficiently including screening packages against product guidelines and required documents entering and processing loans lines and credit cards into the system gathering all required documents and closing out applications within targetedtimeframes.

You will maintain information inaCRMsystemconsistently for use internally to provide maximum efficiency surrounding the small business clients.

Were excited to talk with you if:

You have abachelors degree in business administration and 2 years of outside sales experience in the financial services industry OR any combination of education and experience that would provide an equivalent background.

The pay range for a candidate selected for this position who is based in Colorado is typically $ 51600to $86000 annually. The selected candidates actual pay will be based on various factors including but not limited to work location qualifications and experience so the actual starting pay for the selected candidate may be above or below this range. The successful candidate will also be eligible to participate in one or more incentive plans based on company and individual performance.

Applications are due by Feb. 8th 2026.

Compensation Range:

$56890.00 - $109270.00

The posted compensation range on this listing represents UMBs standard for this role but the actual compensation may vary by geographic location experience level and other job-related addition this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical dental vision and other insurance coverage; health savings flexible spending and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more

Youre more than a means to an enda way to help us meet the bottom line. UMB isnt comprised of workers but of people who care about their work one another and their community. Expect more than the status quo. At UMB you can expect more heart. Youll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing no matter what. And expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race color religion sex (including gender pregnancy sexual orientation and gender identity) national origin age disability military service veteran status genetic information or any other status protected by applicable federal state or local law. If you need accommodation for any part of the employment process because of a disability please send an e-mail to to let us know the nature of your request.

If you are a California resident please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

Required Experience: