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.

