growthroles

Commercial Relationship Manager I / II / Sr.

UMB Open · verified Sep 24, 2026
Hybrid Tulsa OK Full-time Senior Account Management

At a glance

Senior Account Management role at UMB. Tulsa OK · full-time · $141,354–$207,900 base.

SalaryStated by UMB
$141,354 – $207,900
Base salary for this role, in USD per year, as published in the posting.
RoleAccount Management
SenioritySenior
LocationTulsa OK
WorkplaceHybrid
EmploymentFull-time
Base pay$141,354–$207,900
PostedAug 14, 2026 · 5w ago
Role brief

Growth Roles summary, based on the employer's posting.

What you'll do

  • Build and grow a commercial loan portfolio by finding new Commercial & Industrial clients
  • Match client needs with banking products, including treasury management and virtual card services
  • Maintain existing relationships through regular calls, account servicing, and expansion opportunities
  • Assess borrower businesses, manage portfolio credit quality, and prepare loan committee materials
  • Lead referrals and cross-selling while negotiating credit arrangements for commercial clients

What you bring

  • Sales experience, including commercial banking sales for the senior-level role
  • A bachelor’s degree or equivalent experience in a related field
  • Working knowledge of credit, underwriting, bank products, services, and operations
  • Clear verbal and written communication, initiative, and effective time management
  • Proficiency with Word, Excel, and PowerPoint for the Relationship Manager II or I role

Who this fits

You'll suit a commercial banking relationship role focused on prospecting, portfolio growth, credit analysis, and cross-selling. Senior applicants need substantial sales experience with commercial banking exposure, while Relationship Manager I and II applicants need sales experience and may benefit from commercial sales experience. The job is based in Tulsa, Oklahoma with a hybrid arrangement. Compensation is listed at $141,354 to $207,900 per year.

From the employer

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.  

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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 bachelor’s degree or equivalent experience in related field.
  • You have 2 years' sales experience.
  • You have demonstrated intermediate 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 intermediate level of 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 the ability 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 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?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't 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. You'll 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 talentacquisition@umb.com 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.


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