
location_onCarlos Gilbert Elementary School, 300, Griffin Street, Santa Fe, Santa Fe County, New Mexico, 87501, United States
The Practice Solutions team at UMB is highly focused and specialized, dedicated to serving private, owner-managed dental, optometry, veterinary, and medical specialty practices. Our mission is to provide the unparalleled customer experience that practice owners desire most. By combining specialized knowledge and products with deep relationships with key influencers in the segment, we bring significant value to our clients and their practices. At UMB Practice Solutions, your practice is our business.
As a Sr. Practice Solutions Relationship Manager, you will act as a strategic consultant to healthcare professionals and business owners, evaluating their unique needs to design custom financial solutions that help them achieve their objectives. This role is designed for those who want to build and grow full client relationships through direct prospecting, client referrals, and a robust network of industry professionals.
You will serve as the primary link between individual Practice Solutions clients and the broader bank, connecting them with Treasury Services, International, Trust, and Cash Vault solutions. Your day-to-day involves managing overall relationship profitability and portfolio risk while providing insight to enhance client cash flow, profitability, and efficiency. You will also represent the bank at local and national industry trade shows, collaborating with business banking teams and internal partners to maintain consistency and transparency.
This position operates on a hybrid schedule, requiring on-site presence Monday through Thursday.
Are you ready to be part of something more? At UMB, you are more than a means to an end; you are a valued member of a community that cares about its work, one another, and the world around it. We expect more than the status quo. Here, you can expect more heart, more trust, and more opportunities. UMBers are known for having multiple careers within the organization and having their voices heard. We value you for exactly who you are and encourage you to support the causes you care about.
If you are ready to join a team of advisors, consultants, and problem solvers, we invite you to apply. For more information about UMB's vision and the road to a career at UMB, please visit our resources online.
Equal Opportunity Employer
UMB and its affiliates are committed to inclusion and diversity, providing employment opportunities to all employees and applicants without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.
If you need accommodation for any part of the employment process due to a disability, please email talentacquisition@umb.com to let us know the nature of your request. California residents may review our Privacy Notice for California Job Candidates to understand how we collect and use personal information during the application process.
Work model: Hybrid
Carlos Gilbert Elementary School, 300, Griffin Street, Santa Fe, Santa Fe County, New Mexico, 87501, United States
Santa Fe, New Mexico