Senior Practice Solutions Relationship Manager

UMB Bank

Senior Practice Solutions Relationship Manager evaluating practice needs and designing financial solutions for healthcare professionals. Establishing and growing client relationships in the medical industry.

Posted 4/14/2026full-timeColorado • 🇺🇸 United StatesSenior💰 $76,520 - $163,900 per yearWebsite

About the role

Key responsibilities & impact

Evaluate the needs of healthcare professionals and business owners and design custom solutions
Establish and grow full client relationships through direct prospecting, client referrals, and your network
Acquire, manage and grow assigned Practice Finance territory
Generate, retain, & expand lending, investment and deposit relationships
Develop, generate and follow up on new prospect leads
Act as a consultant to clients and a resource to the Bank in business development
Negotiate loan proposals, analyze & evaluate credit requests & write loan commitments
Participate in professional activities to enhance the bank's image and expand personal network
Attend local and national industry trade shows as part of the Practice Solutions national team
Monitor & manage existing credit relationship and compliance with policy/regulation
Serve as the primary link for all financial services to the individual Practice Solutions client with the bank

Requirements

What you’ll need

Bachelor's degree OR 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 specific product knowledge
Depth of knowledge in market/industry trends
Strong ability to source/produce efficient credit opportunities
Knowledge of credit and operational risk ability to quantify potential exposure and advise team
Understanding of credit underwriting
Extensive knowledge and understanding of commercial lending practices and loan documentation/loan servicing requirements
Advanced knowledge of financial analysis (including ratio and trend analysis and projections)
Thorough knowledge of accounting principles and practices
Demonstrated capacity to sell products/services within the financial services industry
Proficiency in Word, Excel and PowerPoint.

Benefits

Comp & perks

Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
Health savings, flexible spending, and dependent care accounts
Adoption assistance
Employee assistance program
Fitness reimbursement
Tuition reimbursement
Associate wellbeing program
Associate emergency fund
Various associate banking benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Practice Finance salescredit analysisfinancial analysiscommercial lending practicesloan documentationloan servicingaccounting principlescredit underwritingrisk assessmentstrategic sales

Soft Skills

client relationship managementnegotiationconsultative sellingnetworkingprospectingcommunicationproblem-solvingstrategic thinkingteam collaborationcustomer service