Key skills
SalesforceAgileCommunication
About this role
Role Overview
- Own and grow a portfolio of Healthcare and Practice Finance relationships, serving as the trusted advisor for clients with revenues up to $50MM
- Drive new client acquisition and revenue growth through proactive business development, COIs, and industry networking within the healthcare ecosystem
- Lead complex financial conversations and structure credit solutions exceeding $2.5MM, including lines of credit, term debt, buyouts, and commercial real estate
- Deliver holistic financial solutions by coordinating seamlessly across: Treasury Management, Payments, Credit Cards, Personal Wealth and Advisory partners
- Maintain full accountability for the client relationship while orchestrating internal partnerships in a large, matrixed organization
- Apply strong credit judgment and risk discipline while balancing growth, profitability, and client experience
- Anticipate client needs by staying ahead of healthcare industry trends, regulatory shifts, and market conditions
Requirements
- Bachelor's degree, or equivalent work experience
- Ten or more years of relevant experience
- Healthcare and Practice Finance banking experience, including complex credit structuring
- Experience with clinic‑ and center‑based Commercial Real Estate transactions
- Proven success developing new business and COIs within the healthcare industry
- Experience managing loan structures larger than $2.5MM and complex credit requests
- Background serving companies and practices with revenues up to $50MM
- Demonstrated ability to partner across Treasury Management, Payments, and Wealth Management teams
- Strong knowledge of commercial credit and credit quality standards
- Proficiency with MS Office, Salesforce, and nCino
- Agile, innovative problem‑solver with sound judgment
- Executive‑level communication, presentation, and relationship‑building skills
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law