Sr. Practice Solutions Relationship Manager

UMB Financial
Colorado
Workplace: HybridFull timeUSD 76,520 - 163,900 annuallyFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Relationship management","Strategic sales","Consultative selling","Financial analysis","CRM usage"]

Evaluate the needs of healthcare practice owners and deliver tailored finance solutions. Grow and retain client relationships across a defined practice finance territory through direct prospecting, referrals, and COI networks. Manage lending, investment, and deposit relationships, consult clients on financial objectives, and assess credit requests through underwriting and loan commitment processes. Oversee portfolio profitability and risk while coordinating with internal banking partners and using CRM consistently.

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UMB Financial
UMB Financial
4 months ago

Sr. Practice Solutions Relationship Manager

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Job Summary

Evaluate the needs of healthcare practice owners and deliver tailored finance solutions. Grow and retain client relationships across a defined practice finance territory through direct prospecting, referrals, and COI networks. Manage lending, investment, and deposit relationships, consult clients on financial objectives, and assess credit requests through underwriting and loan commitment processes. Oversee portfolio profitability and risk while coordinating with internal banking partners and using CRM consistently.
Location: Colorado
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Acquire, manage, and grow assigned Practice Finance territory.
  • •Generate, retain, and expand lending, investment, and deposit relationships with medical, dental, optometry, chiropractic, and veterinary practices.
  • •Develop and follow up on new prospect leads through existing clients, referrals, and direct prospecting.
  • •Negotiate loan proposals and assess credit requests by writing loan commitments and presenting recommendations to underwriters/loan committees.
  • •Monitor existing credit relationships, including financial statement review, collateral valuation analysis, delinquency reporting, covenant monitoring, and reporting for asset/credit quality and policy/regulation compliance.

Pay and Benefits

Salary: USD 76,520 - 163,900 annually
Perks:Paid LeavePaid Holidays401kAnnual IncentiveHealth InsuranceDentalVisionFlexible SpendingDependent CareAdoption AssistanceEmployee AssistanceGym MembershipWellness StipendEmergency Fund

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.
  • •High level of Practice Finance product knowledge and depth of knowledge in market/industry trends.
  • •Strong credit knowledge, including credit underwriting, commercial lending practices, and financial analysis (ratio/trend analysis and projections).
Experience:Practice financeHealthcareCommercial lendingCredit underwriting
Education:Bachelor's
Skills:Relationship managementStrategic salesConsultative sellingFinancial analysisCRM usage
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