Small Business Specialist

** How you’ll spend your time:
*** You will complete sales plans and 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 targeted time frames.
** We’re excited to talk with you if:
** Applications are due by Feb. 8th, 2026.
** Compensation Range:**$56,890.00 - $
* The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In 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.

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  to let us know the nature of your request.
** If you are a California resident, please visit our
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* UMB’s bottom line is directly impacted by the growth of our small business portfolio.  This team manages the commercial relationships throughout its life –developing meaningful connections with small business owners and the management of companies they serve. Always mindful of the changes in the company, its industry, etc., over time that might create a change in their financial service needs.

As a Small Business Specialist, you are a product sales expert focused on solutions that will entice prospective companies to award new business to UMB.

Your role is focused on companies with revenues under $1 million and 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…