Senior Healthcare Banking Relationship Leader

Fifth Third Bank; San Jose (CA); On-site; USD 122,000 - 262,000; Full time

Job summary

Fifth Third Bank in San Francisco, California is seeking a Commercial Healthcare Relationship Manager to support For-Profit and Not-For-Profit healthcare organizations with broad revenue ranges. You will lead relationship strategy with senior executives, coordinate with One Bank partners, and manage credit, treasury, and capital markets solutions.

The role requires strong credit understanding, extensive banking experience, and ability to drive client objectives while managing risk in a large,

Qualifications

• Bachelor's or Master's in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
• Minimum of 10 years Commercial Banking experience.
• 9 years of relationship account management experience preferred.
• Formalized commercial credit training or equivalent credit experience required.
• Underwriting experience preferred.
• Proven track record of partnership with investment bankers to provide strategic and capital market advice.
• Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
• Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
• Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
• Exhibits strong presentation skills in both large and small group settings. Proven ability to communicate with impact.
• Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desired outcomes.
• Proven track record of exploring options for a prospective client or existing buyer/COI's prior to advocating for a solution.
• Influences client decision regarding strategy and product solutions-Engages in joint business planning with internal partners and buyers.
• Determines task and resources and project requirements by breaking them down into task and defining roles and responsibilities.
• Scans the internal and external environment to identify the relationships that should be initiated or improved to achieve business goals and fulfill clients needs.
• Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face‑to‑face negotiations.
• Proven ability to work in a team‑based sales environment.
• Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
• Regional /local travel

Responsibilities

• Work independently to identify and develop profitable new lead left client relationships by leveraging centers of influence, existing clients, & referral sources
• Effective grow long term profitable lead left relationships
• Work closely with assigned Fifth Third internal partners to deepen existing relationships and acquire new high value prospective relationships.
• Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices and the competitive landscape.
• Work with One Bank partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
• Responsible for planning and conducting relationship strategy review meetings with internal Fifth Third Business Partners and Client's trusted advisors (e.g. attorney, accountants)
• Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.
• Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met
• Lead and coordinate all client facing activities, including credit support, treasury management, and capital markets
• Utilize the Bank's CRM system for client activity tracking, call reports and pipeline management. Reinforce use of CRM for assigned Fifth Third partners for monitoring pre-call and post-call activities
• Utilize consultative sells skills, commercial playbook principals and call reporting plans to enhance the client experience

Skills

Relationship management

Credit analysis

Presentation skills

CRM usage

Education

Bachelor's or Master's in Business

Tools

CRM software

Microsoft Office

Job description

Fifth Third Bank in San Francisco, California is seeking a Commercial Healthcare Relationship Manager to support For-Profit and Not-For-Profit healthcare organizations with broad revenue ranges. You will lead relationship strategy with senior executives, coordinate with One Bank partners, and manage credit, treasury, and capital markets solutions.

The role requires strong credit understanding, extensive banking experience, and ability to drive client objectives while managing risk in a large,