Commercial Card Account Executive

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 opportunity. UMBers are known for having multiple careers here and having their voices heard. 

UMB’s bottom line is directly impacted by the growth of our commercial loan portfolio and revenue generating lines of business in Treasury Management and Commercial Card. The team consists of Commercial Relationship Managers, Treasury/Card Sales Officers, Product Managers, Implementation Specialists, and Account Executives.   This team manages the commercial payments relationships throughout its life – developing meaningful connections with management of companies, government and non-profits 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 Commercial Card Account Executive, you are a product sales specialist focused on commercial card sales that collectively shapes solutions that will entice prospective companies to grow their commercial card program.  Your role is focused on developing, promoting, and maintaining growth initiatives of the commercial card and automated payment solutions.  Working directly with clients, you will be responsible for client retention efforts through program optimization, promotion of usage and technology for the commercial card program.  Seen as a trusted advisor, you will work closely with clients to understand their business, optimize commercial card spend, in an effort to grow and expand those relationships.  You will manage a portfolio of clients reviewed quarterly, train and educated clients, and conduct demos of the commercial card products.  You will manage the client contract, own the rebid and negotiation situations, and serve as an escalation point to ensure customer satisfaction with commercial payments. 

Working at UMB is about our internal collaborative spirit, entrepreneurial pride, encouraging creativity, rewarding success, having fun winning business, community involvement, and being valued not only for the work that you do, but also for the person the you are.  You are encouraged to bring your thoughts to the table, no matter the role that you are in.    

How you’ll spend your time:  

• You will manage new and existing portfolio of clients focused on revenue growth.  

• You will facilitate the communication and implementation of new products and services, technology; participate in outlining and forecasting the future success of the commercial card program; document the sales and referral activity in the system; set and exceed performance metric goals, as well as set and manage a detailed pipeline to demonstrate progress toward the goal attainment.   

• You will establish appropriate expectations of new clients being onboarded to ensure sold services are being utilized correctly. 

• You will design and execute a portfolio action plan to conduct in person visits with clients or phone based meeting and interactions to recommend best practices, as well as review the