Client Manager - Energy / Sr. Client Manager - Energy

Location: Fort Worth TX

As theClient 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.

Howyou’llspend your time

You will partner with other officers to effectively administer the management of assigned commercial banking relationships.

You will underwrite 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 willmaintaina portfolioby 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 provide 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 serve 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 navigate internal systems / databases to input / obtain / track portfolio information.

Other duties as assigned.

We’reexcited to speak to you if

• Youpossessabachelor’s degree in business or Accounting / Finance / Economics / Mathematics or equivalent experience in a related field.
• You have5+ years of commercial banking or lending experience including credit underwriting.
• Youdemonstrate advanced knowledge of credit and understanding of underwriting.
• Youdemonstratesolid financial acumen.
• Youdemonstrate 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.
• Youdemonstratethe ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents.
• Youdemonstratetheabilityto be self-starter and show initiative.
• Youdemonstrateprofessionalcommunication skills (verbal& written).
• Youdemonstrateproficiency in Word, Excel, PowerPoint.
• Youdemonstratethe abilityto manage time effectively.
• Youhave the ability toprospect and network at various levels within a company.
• Youdemonstrateanalytical skills.

Bonus points if

• Youpossess3+ years of oil and gas underwriting / analysis.
• You have exposure to oil and gas industry / underwriting.
• You have knowledge of bank products, services, and bank operations.

_____________________

As the Sr.ClientManager - Energy, you willmanage 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 amid to large-sizeportfolio including the most complex credits. Grow revenue as directed by senior management to meet established goals by successfully prospecting new opportunities with existing clients and makingappropriate referrals.

Howyou’llspend your time

You will partner with other officers to effectively administer the management of assigned oil & gas banking relationships.

You willmaintaina 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 provide 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 with an emphasis on maintaining UMB TUCE at all times.

You will serve as a conduit for all product lines and match client needs with appropriate products. Proactively look for cross selling opportunities on bank products.

Other duties as assigned.

We’reexcited to talk to you if

• Youpossessabachelor’s degree in Business or Accounting / Financeor equivalent experience in a related field.
• You have8+yearscommercial banking or lending experience including credit underwriting.
• Youdemonstrateadvanced knowledge of credit and understanding of underwriting.
• Youdemonstratestrong financial acumen.
• Youdemonstrateadvanced knowledge and understanding in how toidentifyand process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc.
• Youdemonstrateabilityto interpret policies/procedures, loan contracts, and understanding of credit reports, financialstatementsand loan documents.
• Youdemonstrateabilityto be self-starter and show initiative.
• Youdemonstratestrong communicationskills (verbal& written).
• Youdemonstrateproficiencyin Word, Excel, PowerPoint.
• Youdemonstrateabilityto manage time effectively.
• Youhave the ability toprospect and network at various levels within a company.
• Youdemonstratestrong analytical skills.
• You have strategic salesmeetingsskills.

Bonus points if

• You have5+ years of managing oil & gas relationships.
• You have knowledge of bank products, services, and bank operations.
• You have product training.
• This position was posted on 09/08/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range

$98,208 - $144,705

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 [email protected] 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.

#LI-AS1

Additional Locations: Dallas TX