Senior Practice Solutions Relationship Manager — Hybrid

UMB Bank; Colorado; Híbrido; USD 98.000 - 145.000; Jornada completa

Descripción de la vacante

UMB Bank's Practice Solutions team seeks a Sr. Practice Solutions Relationship Manager to grow full client relationships in healthcare segments. You will prospect, serve, and expand lending, deposits, and fee income while collaborating with internal partners.

The role is hybrid, onsite Mon–Thu, and focused on Colorado practices, requiring deep knowledge of financials, credit underwriting, and industry trends. You will refine cash flow and profitability for clients.

Formación

• Bachelor's degree or equivalent combination of education and work experience.
• 7 years proven Practice Finance sales experience.
• Strong knowledge of selling to small business owners.

Responsabilidades

• Acquire, manage and grow assigned Practice Finance territory.
• Gen­erate lending, investment and deposit relationships with medical/dental/vet clients.
• Develop leads through referrals, COI referrals and prospecting.
• Act as a consultant to clients and a resource to the Bank in developing and retaining business.
• Negotiate loan proposals and analyze credit requests for underwriting approvals.
• Attend industry trade shows and expand personal practice contacts.

Conocimientos

Relationship management

Prospecting

Credit analysis

Financial analysis

CRM usage

Lending & deposits

Educación

Bachelor's degree or equivalent

Herramientas

CRM systems

Microsoft Office

Credit underwriting software

Descripción del empleo

UMB Bank's Practice Solutions team seeks a Sr. Practice Solutions Relationship Manager to grow full client relationships in healthcare segments. You will prospect, serve, and expand lending, deposits, and fee income while collaborating with internal partners.

The role is hybrid, onsite Mon–Thu, and focused on Colorado practices, requiring deep knowledge of financials, credit underwriting, and industry trends. You will refine cash flow and profitability for clients.