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  1. Home
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  3. Accounting & Finance
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  5. Sr. Practice Solutions Relationship Manager
UMB Bank logo

Sr. Practice Solutions Relationship Manager

Not Disclosed•Full-TimeHybrid

location_onCarlos Gilbert Elementary School, 300, Griffin Street, Santa Fe, Santa Fe County, New Mexico, 87501, United States

Apply Now

About the Team

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.

About the Role

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.

Why Join UMB?

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.

Hiring Process & Application

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.

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Work location

Work model: Hybrid

location_on

Carlos Gilbert Elementary School, 300, Griffin Street, Santa Fe, Santa Fe County, New Mexico, 87501, United States

Santa Fe, New Mexico

Key Responsibilities

  • check_circleDesign custom financial solutions to help healthcare practice owners achieve their objectives
  • check_circleMonitor and manage existing credit relationships including financial statement analysis and covenant monitoring
  • check_circleProvide insight to enhance client relationships, cash flow, profitability, and operational efficiency
  • check_circleParticipate in industry trade shows and professional activities to expand network and bank image
  • check_circleNegotiate loan proposals, analyze credit requests, and write loan commitments for approval
  • check_circleServe as the primary link for all financial services including Treasury, Trust, and Cash Vault to clients
  • check_circleManage overall relationship profitability and portfolio risk while driving profitable growth
  • check_circleAcquire, manage, and grow assigned Practice Finance territory through direct prospecting and referrals

Requirements

  • verifiedBachelor's degree OR equivalent combination of education and work experience
  • verified7 years proven Practice Finance sales experience
  • verifiedKnowledge of credit underwriting
  • verifiedExtensive knowledge of commercial lending practices and loan documentation/loan servicing requirements
  • verifiedAdvanced knowledge of financial analysis
  • verifiedThorough knowledge of accounting principles and practices
  • verifiedProficiency in Word, Excel and PowerPoint

Benefits & Perks

check_circlePaid Time Off and paid holidayscheck_circle401(k) matching programcheck_circleAnnual incentive paycheck_circleComprehensive medical, dental, vision, and other insurance coveragecheck_circleHealth savings, flexible spending, and dependent care accountscheck_circleAdoption assistancecheck_circleEmployee assistance programcheck_circleFitness reimbursementcheck_circleTuition reimbursementcheck_circleAssociate wellbeing program and associate emergency fund
UMB Bank logo
Company

UMB Bank

Industry

Accounting & Finance

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

7+ yrs (Senior)

Education

Bachelor's degree OR equivalent combination of education and work experience

Job Type

Full-Time

Skills Required

WordExcelPowerpointCRMFinancial AnalysisCredit Underwriting
$32-45/hrarrow_forward
Recrutus

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Search roles by city, category, skill, or job type — explore verified employers, salary benchmarks, and remote-friendly teams across India and beyond.

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Job seekers
Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryCareer guidesCareer blogSalary insights
Job types
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Top states
Jobs in TexasJobs in New YorkJobs in CaliforniaJobs in FloridaJobs in TennesseeJobs in VirginiaAll states →
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Healthcare & Nursing jobsLogistics & Warehouse jobsEngineering jobsAccounting & Finance jobsSales jobsIT jobsHospitality & Catering jobs
Popular skills
CDL-A jobsRegistered Nurse jobsBLS jobsExcel jobs
Featured employers
Company
About usFAQContactPrivacy policyUS privacy notice

Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

© 2026 Recrutus. All rights reserved.
Terms of serviceCookie policyAcceptable useDMCA policyEmployer termsCandidate terms
Commercial Lending
Loan Documentation
Loan Servicing
Accounting Principles
Accessibility