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Client Manager - Energy / Sr. Client Manager - Energy

UMB Bank

Fort Worth, TXSenior
Sign in to applyVerified 2h ago
Location
Fort Worth, TX
Work model
On-Site
Level
Senior
Posted
Sep 8, 2026

About this role

As the   Client Manager – Energy , you will be underwriting and managing a commercial banking portfolio that is specific to the upstream / midstream oil and gas sector .   This role will have a secondary focus on selling deeper into  customer relationships .   This includes client-facing interaction, underwriting, managing approval processes and legal documentation, as it pertains to supporting a mid-to-large-size portfolio including complicated oil and gas, Reserve Based Loans .   Goals will include fee/revenue growth, portfolio retention, portfolio growth, portfolio management / tracking, and making referrals to other verticals/segments of the bank.     How   you’ll   spend your time:     You will p a rtner with other officers to effectively administer the management of assigned commercial banking relationships.   You will u nderwrite Oil & Gas, Reserve Based Loans – including engineering data input, financial data input, historical financial analysis, and comprehension/analysis of upstream/midstream oil and gas operations.     You will   m aintain   a portfolio   by calling on existing customers to expand existing business, ensure excellent client relations & proper servicing of account(s), and ensure the portfolio's credit quality.     You will p rovide 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.     You will s erve 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 n avigate internal systems / databases to input / obtain / track portfolio information.     Other duties as assigned.     We’re   excited to speak to you if:     You   possess   a   b achelor’s degree in business or Accounting / Finance / Economics / Mathematics  or equivalent experience in a related field .     You have   5+  years of  commercial banking or lending experience including credit underwriting .     You   demonstrate  advanced knowledge of credit and understanding of underwriting .     You   demonstrate   solid  financial acumen .     You   demonstrate  advanced knowledge and understanding in how to  identify  and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc.     You   demonstrate   the  ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial  statements  and loan documents .     You   demonstrate   the   ability   to be self-starter and show initiative .     You   demonstrate   professional   communication  skills (verbal   & written ) .     You   d emonstrate   proficiency  in Word, Excel, PowerPoint .     You   d emonstrate   the ability   to manage time effectively .     You   have the a bility to   prospect and network at various levels within a company .     You   d emonstrate   analytical skills .     Bonus points if:     You   possess   3+ years of oil and gas underwriting / analysis .     You have e xposure to oil and gas industry / underwriting .     You have k nowledge of bank products, services, and bank operations .     _____________________ As the S r.   Client   Manager  - Energy, you will   manage 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 a   mid to large - size   portfolio including the most complex credits .    Grow revenue as directed by senior management to meet established goals by successfully prospecting new opportunities with

Listing verified 2h ago. Applications go through the company's official careers site.

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