Senior Healthcare Relationship Manager

2 weeks ago

Sacramento, California, United States Umpqua Bank Full time
About Us:

Umpqua Bank is a leading regional bank with a strong presence in the Pacific Northwest. With over 5,000 employees, we offer a wide range of banking services to customers across the nation. Our recent merger with Columbia Bank has enabled us to grow to over $50 billion in assets under management, making us a major player in the western-based regional banking market. We are committed to our associates, customers, and communities, and strive to create a great place to work by offering a unique brand of relationship banking and a culture where associates thrive.

About the Role:

In this role, you will serve as the key healthcare banking relationship manager for assigned healthcare client relationships. You will be responsible for prospecting new business and working with Healthcare Client Solution Managers to deepen client relationships. As a trusted advisor, you will engage in dialogue with Executive-level client contacts to assess holistic banking needs and provide customized banking insights, solutions, and drive financial performance through profitable revenue and growth and quality credit. You will support a portfolio of middle market clients with $50MM+ in annual revenue, as these client relationships are generally the largest and most complex in the market's portfolio.

Key Responsibilities:
  • Serve as the trusted advisor to clients, functions as the healthcare client expert and the go-to-person providing differentiating consult, ideas, and options for the largest and most complex clients.
  • Advocate and lead business development efforts by developing a clear and holistic understanding of the client's or prospect's business and industry.
  • Perform client reviews to ensure the bank provides relevant solutions as clients grow and adapt.
  • Develop and maximize established referral network within the healthcare industry.
  • Proactively prospects for new clients and identifies ways to expand existing relationships in collaboration with Healthcare Client Solutions Manager and internal partners.
  • Remain in partnership with the Healthcare Client Solutions Manager, assembles and leads cross-functional team to quickly respond to customer request and identified needs.
  • Maintain active prospecting effort, including identification, qualification and calling.
  • Make decisions on loans and terms within established lending limits.
  • Analyze credit to determine the ability of customers and prospective customers to qualify for ensuing borrowing requirements.
  • Follow-up on current loans to ensure compliance with internal procedures and other required terms.
  • Study healthcare industrial, economic and financial situations relating to new or existing business as part of prudent business development and portfolio management disciplines.
  • Demonstrate compliance with all bank regulations for assigned job function and applies to designated job responsibilities.
  • Follow all Bank policies and procedures, compliance regulations, and complete all required annual or job-specific training.
  • Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
  • May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
  • Actively learn, demonstrate, and foster the Umpqua corporate culture in all actions and words.
  • Take personal initiative and is a positive example for others to emulate.
About You:

We are seeking a highly experienced and skilled professional with a proven track record of success in developing new business, growing market share, and establishing/growing a quality supportive network within the healthcare and adjacent industries. You should have experience working in relationship management teams with a proven understanding of the importance of balancing business development and asset quality. You should also have a strong credit acumen, with the ability to support the most complex deals, and a thorough knowledge of bank's risk-rating system, credit products, and underwriting policies. Additionally, you should possess excellent relationship management and business development abilities, analytical and problem-solving skills, sales skills, and credit and credit quality skills.

Workstyle:

This role is fully onsite.

Our Benefits:

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $97,953.80 to $181,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]

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