ForgeApply
Try it free

ForgeApply · Job listing

Commercial Relationship Manager I / II / Sr.

UMB

Tulsa OK, US$141k – $208khybrid

See all 155 open roles at UMB

Tailor your resume for this UMB job in about a minute.

ForgeApply tailors your resume and cover letter to this exact posting, then hands you a ready-to-submit application for UMB's site. Free trial, no card required.

About this role

The   Commercial Banking   team actively calls on businesses that typically have annual revenue between $50MM and $500MM.  The team includes relationship managers, treasury management   officers   and others that provide a suite of products and services that serve companies of this size.   The   objective   of the group is   earn   the title of trusted advisor and help these companies grow and prosper in our community.   

As the   Sr.   Relationship   Manager   you will   be responsible for   increasing the Bank’s profitability by cultivating new commercial relationships and the expansion/retention of existing relationships.    In this role you must   utilize   your credit acumen and be knowledgeable in non-credit products such as treasury management, virtual card, trust, etc .  Successful   candidates for this role will be resilient, agile,   accountable   and driven.   

How   you ’ll   spend your time :  

• Build your own commercial loan portfolio   by prospecting for new Commercial & Industrial business.   

• Engage and lead other team members to   determine   what other products and services the client might   benefit   from.    

• Collaborate   with commercial clients to better understand their business and financial needs.      

• Analyze   the business  in order to   qualify  clients for bank products and services.     

We’re   excited to talk   to   you if:     

• You have 5   years   sales experience with 2 years in Commercial Bank Sales.    

• You   hold a   Bachelor’s   degree or equivalent experience in   related   field.   

• You are curious and want to know how companies work and what helps them remain successful in their respective industries.   

• You have   demonstrated   knowledge of credit, bank products, services,   underwriting   and bank operations.    

----- As the  Relationship Manager II,   you will   be  responsible for   developing new commercial business, while   maintaining   a portfolio .    While loan   product is   important,   cross selling   with current and prospective clients is a key element of this role.  

How  you’ll  spend your time:  

• Serves a conduit for all product lines and matches client needs with   appropriate products .  

• Grows revenue as directed by senior management by successfully prospecting new   business   and making appropriate referrals.  

• Maintains portfolio by calling on existing customers to expand existing business, ensure excellent client relations & proper servicing of account(s).  

• Manage loan & portfolio credit quality.  

• Negotiate credit arrangements and prepare credit memoranda and   supporting   documentation for presentation to the loan committee.  

• Other duties as assigned.  

We’re  excited to talk to you if:     

• You   possess   a b achelor’s degree or equivalent experience in   related   field .  

• You have  2   years'   sales experience .  

• You have   d emonstrate d   intermediate knowledge of credit .  

• You have   d emonstrate d   knowledge of bank products, services, and bank operations .  

• You have   d emonstrate d   ability   to be self-starter and show initiative .  

• You have   d emonstrate d   excellent communication skills (verbal   & written ) .  

• You have   d emonstrate d   proficiency   in Word, Excel , PowerPoint .  

• You have an i ntermediate level of understanding of credit underwriting .  

• You have   d emonstrate d   ability   to manage time effectively to balance new & existing relationships to meet goals .  

Bonus points if:  

• You have   2   years   commercial sales experience .  

• You   have the a bility to   prospect and network at various levels within a company .  

------ As the   Relationship   Manager I,   you will   be responsible   for   developing new commercial business, while   maintaining   a portfolio.  While loan   product is   important,   cross selling   with current and prospective clients is a key element of this role.  

How   you’ll   spend your time:  

• Serves a conduit for all product lines and matches client needs with   appropriate products .  

• Grows revenue as directed by senior management by successfully prospecting new   business   and making appropriate referrals.  

• Maintains portfolio by calling on existing customers to expand existing business, ensure excellent client relations & proper servicing of account(s).  

• Manage loan & portfolio credit quality.  

• Negotiate credit arrangements and prepare credit memoranda and   supporting   documentation for presentation to the loan committee.  

• Other duties as assigned. •

We’re   excited to talk to you if:     

• You   possess   a bachelor’s degree or equivalent experience in   related   field.  

• You have 2   years'   sales experience.  

• You have   demonstrated   knowledge of credit.  

• You have   demonstrated   knowledge of bank products, services, and bank operations.  

• You have   demonstrated   ability   to be self-starter and show initiative.  

• You have   demonstrated  excellent communication skills (verbal   & written ).  

• You have   demonstrated   proficiency   in Word Excel, PowerPoint.  

• You have an understanding of credit underwriting.  

• You have   demonstrated   ability   to manage time effectively to balance new & existing relationships to meet goals.  

Bonus points if:  

• You have 2 years’ commercial sales experience.  

• You have   ability   to prospect and network at various levels within a company.  

This position was posted on 08/14/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

 Compensation Range: $141,354 - $207,900

The posted compensation range on this listing represents UMB’s 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 se

Salary insight

The midpoint of this range ($175k) is about 78% above the median disclosed salary for Tulsa roles listed on ForgeApply ($98k across 34 jobs).

Based on live postings with disclosed pay on ForgeApply; refreshed daily. Not an estimate of this employer's offer.

Tailor your resume for this UMB role before you apply.

Tailor my resume for this job

Similar jobs

Free ATS checker · How to Tailor Your Resume to a Job Description (Step by Step)