Sr. Practice Solutions Relationship Manager

UMB Financial
Dallas
Workplace: HybridFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Strategic sales knowledge","Client relationship building","Credit analysis","Risk management","Communication"]

Evaluate the needs of dental, optometry, veterinary, and medical specialty practice owners and business professionals, then design custom financial solutions aligned to their objectives. Build and grow full client relationships through direct prospecting, referrals, and centers of influence. Manage assigned territory profitability and portfolio risk, negotiate and underwrite credit requests, maintain CRM usage, and represent the team at local and national industry trade shows.

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UMB Financial
UMB Financial
2 months ago

Sr. Practice Solutions Relationship Manager

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Job Summary

Evaluate the needs of dental, optometry, veterinary, and medical specialty practice owners and business professionals, then design custom financial solutions aligned to their objectives. Build and grow full client relationships through direct prospecting, referrals, and centers of influence. Manage assigned territory profitability and portfolio risk, negotiate and underwrite credit requests, maintain CRM usage, and represent the team at local and national industry trade shows.
Location: Dallas
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Acquire, manage, and grow the assigned Practice Finance territory, including profitable growth of loans, deposits, and fee income.
  • •Generate and expand lending, investment, and deposit relationships through client referrals, centers of influence, and direct prospecting.
  • •Negotiate loan proposals and evaluate credit requests by writing loan commitments, determining credit grades, and presenting to underwriters or loan committees.
  • •Monitor and manage existing credit relationships, including reviewing financial statements and collateral valuations, analyzing cash flow, and documenting exceptions and covenant monitoring.
  • •Serve as the primary link to deliver financial services, maintain CRM usage, and represent the Practice Solutions team at local and national industry trade shows.

Pay and Benefits

Perks:Paid Leave401kPaid HolidaysHealth InsuranceDentalVisionFlexible SpendingDependent CareAdoption AssistanceEmployee AssistanceGym Membership

Key Requirements

  • •Bachelor’s degree OR an equivalent combination of education and work experience.
  • •7 years proven Practice Finance sales experience.
  • •Superior strategic sales knowledge selling to small business owners.
  • •Strong credit understanding, including credit underwriting and commercial lending practices.
  • •Proficiency in Word, Excel, and PowerPoint.
Experience:Practice finance salesCommercial lending
Education:Bachelor's
Skills:Strategic sales knowledgeClient relationship buildingCredit analysisRisk managementCommunication
Tech Stack:WordExcelPowerPointCRM

Company Brief

UMB Financial
UMB Financial is a diversified financial holding company offering commercial banking, treasury management, payment solutions, trust services, and asset servicing. It serves businesses, institutions, and individuals through banking and financial products across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1913
WebsiteLinkedIn