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Client Manager Energy Sr. Client Manager Energy

UMB Bank


Job Location:

Fort Worth, TX - USA

Yearly Salary: USD 98208 - 144705
Posted: 10 September 2026 (9 days ago)
Application Deadline: 8 December 2026
Vacancies: 1 Vacancy

Job Summary

As theClient Manager Energy you will beunderwritingandmanagingacommercial bankingportfoliothatis specific to the upstream / midstream oil and gas sector.This role will have asecondary focus on selling deeper intocustomer relationships.This includes client-facing interaction underwriting managing approval processes and legal documentation as it pertains to supportinga mid-to-large-size portfolio includingcomplicatedoil and gasReserve Based Loans.Goals will includefee/revenuegrowth portfolio retention portfolio growth portfolio management / tracking and making referrals to other verticals/segments of the bank.

Howyoullspend your time:

  • You will partner with other officers to effectively administer the management of assigned commercial banking relationships.
  • You will underwriteOil & Gas Reserve Based Loans including engineering data input financial data inputhistoricalfinancial analysis and comprehension/analysisof upstream/midstream oil and gas operations.
  • You willmaintaina portfolioby calling on existing customers to expand existing business ensure excellent client relations & proper servicing of account(s) and ensure the portfolios credit quality.
  • You will provide recurring customer service to existing and prospective clients which includes direct contact with customers either through participation in joint sales calls with other officers or direct correspondence with clients and perform various projects/tasksas needed.
  • You will serve as a conduit for all product lines and match client needs with appropriate products.Proactively look for cross selling opportunities on bank products.
  • You will navigate internal systems / databases toinput /obtain / track portfolio information.
  • Other duties as assigned.

Wereexcited to speak to you if:

  • Youpossessabachelors degree in businessorAccounting/Finance/Economics/ Mathematicsorequivalent experience in arelated field.
  • You have5years ofcommercialbankingor lendingexperience including creditunderwriting.
  • Youdemonstrateadvancedknowledge of creditand understanding of underwriting.
  • Youdemonstratesolidfinancial acumen.
  • Youdemonstrateadvancedknowledge and understanding in how toidentifyand process maturing loans line renewals term loans that need to be extended how loans can be restructured approval process change terms etc.
  • Youdemonstratetheability to interpret policies/procedures loan contracts and understanding of credit reports financialstatementsand loan documents.
  • Youdemonstratetheabilityto be self-starter and show initiative.
  • Youdemonstrateprofessionalcommunicationskills (verbal& written).
  • Youdemonstrateproficiencyin Word Excel PowerPoint.
  • Youdemonstratethe abilityto manage time effectively.
  • Youhave the ability toprospect and network at various levels within a company.
  • Youdemonstrateanalytical skills.

Bonus points if:

  • Youpossess3 years ofoil and gas underwriting/ analysis.
  • You have exposure to oil and gas industry / underwriting.
  • You have knowledge of bank products services and bank operations.

As the Sr.ClientManager- Energy you willmanage a commercial banking portfolio that is specific to the oil and gas sector and will have a secondary focus on selling deeper into the customer relationship.Will have responsibility for amid to large-sizeportfolio including the most complex credits.Grow revenue as directed by senior management to meet established goals by successfully prospecting new opportunities with existing clients and makingappropriate referrals.

Howyoullspend your time:

  • You will partner with other officers to effectively administer the management of assigned oil & gas banking relationships.
  • You willmaintaina portfolio by calling on existing customers to expand existing business ensure excellent client relations & proper servicing of account(s) and ensure the portfolios credit quality.
  • You will provide recurring customer service to existing and prospective clients which includes direct contact with customers either through participation in joint sales calls with other officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times.
  • You will serve as a conduit for all product lines and match client needs with appropriate products.Proactively look for cross selling opportunities on bank products.
  • Other duties as assigned.

Wereexcited to talk to you if:

  • Youpossessabachelors degree in Business or Accounting / Financeor equivalent experience in a related field.
  • You have8yearscommercial banking or lending experience including credit underwriting.
  • Youdemonstrateadvanced knowledge of credit and understanding of underwriting.
  • Youdemonstratestrong financial acumen.
  • Youdemonstrateadvanced knowledge and understanding in how toidentifyand process maturing loans line renewals term loans that need to be extended how loans can be restructured approval process change terms etc.
  • Youdemonstrateabilityto interpret policies/procedures loan contracts and understanding of credit reports financialstatementsand loan documents.
  • Youdemonstrateabilityto be self-starter and show initiative.
  • Youdemonstratestrong communicationskills (verbal& written).
  • Youdemonstrateproficiencyin Word Excel PowerPoint.
  • Youdemonstrateabilityto manage time effectively.
  • Youhave the ability toprospect and network at various levels within a company.
  • Youdemonstratestrong analytical skills.
  • You have strategic salesmeetingsskills.

Bonus points if:

  • You have5 years of managing oil & gas relationships.
  • You have knowledge of bank products services and bank operations.
  • You have product training.

This position was posted on 09/08/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range:

$98208 - $144705

The posted compensation range on this listing represents UMBs good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role but the actual compensation may vary by geographic location experience level and other job-related factors. 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.


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Required Experience:

Manager


About Company

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UMB Financial Corporation (Nasdaq: UMBF) is a diversified financial holding company headquartered in Kansas City, Mo., offering complete banking services, payment solutions, asset servicing and institutional investment management to customers. UMB operates banking and wealth managemen ... View more

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