Senior Practice Solutions Relationship Manager (Hybrid)

UMB Bank; Baton Rouge (LA); Hybrid; USD 98,000 - 145,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Health insurance

Health savings account

Tuition reimbursement

Job summary

UMB Bank's Practice Solutions team seeks a Sr. Practice Solutions Relationship Manager to tailor financial solutions for private healthcare and owner‑managed practices.

You will build and expand client relationships via prospecting, referrals and your network, with a hybrid work pattern on-site most days. You will oversee a Practice Finance territory, grow loans, deposits and fees, analyze financials and collateral, and coordinate with treasury, trust and cash services to deliver comprehensive

Qualifications

• Bachelor's degree or equivalent combination of education and work experience.
• 7 years proven Practice Finance sales experience.
• Strong knowledge of commercial lending and credit underwriting.
• Proficiency with Word, Excel and PowerPoint; CRM usage.

Responsibilities

• Acquire, manage and grow assigned Practice Finance territory.
• Grow lending, investment and deposit relationships with medical/dental/optometry/veterinary clients.
• Develop new leads and follow up on referrals and COI prospects.
• Analyze financial statements, collateral, and credit requests for loan proposals.
• Collaborate with internal partners and maintain CRM data.

Skills

Practice Finance sales

Credit underwriting

Strategic sales

Financial analysis

CRM usage

Education

Bachelor's degree or equivalent

Job description

UMB Bank's Practice Solutions team seeks a Sr. Practice Solutions Relationship Manager to tailor financial solutions for private healthcare and owner‑managed practices.

You will build and expand client relationships via prospecting, referrals and your network, with a hybrid work pattern on-site most days. You will oversee a Practice Finance territory, grow loans, deposits and fees, analyze financials and collateral, and coordinate with treasury, trust and cash services to deliver comprehensive