Healthcare Banking Specialist I

About the role

The Healthcare Banking Specialist I role supports healthcare business owners by delivering tailored financial solutions and relationship management. Key responsibilities include managing and growing relationships, providing financial guidance, analyzing customer needs, and recommending solutions.

Responsibilities

• Manage and grow relationships with healthcare practice owners by providing personalized banking guidance, coordinating financial solutions, and delivering a high-quality customer experience.
• Serve as a primary point of contact for healthcare business customers, providing ongoing support and proactive financial guidance.
• Analyze customer needs, develop relationship strategies, and recommend solutions aligned with business and personal financial goals.
• Prepare loan documentation, provide written analysis and recommendations, and coordinate with internal teams throughout the lending process.
• Support loan closing, servicing activities, and portfolio management while maintaining compliance with policies and regulations.
• Partner with credit teams and risk management professionals to evaluate requests, monitor portfolio performance, and address servicing needs.
• Build and maintain long-term customer relationships across local and nationwide markets.
• Identify opportunities to introduce additional banking products and services to business owners and senior leaders.
• Manage virtual customer interactions, including calls, presentations, follow-ups, and relationship activities.
• Maintain accurate customer records, pipeline tracking, and activity reporting through CRM systems.
• Collaborate with portfolio managers and credit officers to support effective credit decisions and relationship management.

Requirements

• A bachelor’s degree or equivalent professional experience.
• Demonstrated ability to build and maintain strong customer relationships while delivering an excellent customer experience.
• Knowledge of commercial banking products, treasury management services, alternative lending solutions, and financial options.
• Ability to assess customer needs and recommend solutions that support business profitability and growth.
• Strong analytical, problem-solving, and organizational skills with the ability to prioritize multiple responsibilities.
• Excellent verbal and written communication skills, including experience with phone-based customer interactions, negotiations, and presentations.
• Ability to work effectively in a team-based sales environment.
• Proficiency with Microsoft Office applications.
• Experience with CRM platforms and sales tools is preferred.
• Remote customer relationship management experience is preferred.
• Three or more years of sales experience is a plus.
• Experience managing business banking or commercial relationships is a plus.

Benefits

• Competitive annual base salary range of approximately $61,200 to $125,500, depending on experience, skills, education, and location.
• Eligibility for incentive compensation based on company, business line, and individual performance.
• Comprehensive benefits package supporting physical, financial, emotional, and social wellbeing.
• Healthcare coverage options, including medical, dental, and vision benefits.
• Retirement savings programs and financial wellness resources.
• Paid time off and employee support programs.
• Opportunity to work remotely while collaborating with a nationwide team.
• Career development opportunities within a large financial services organization.
• Exposure to healthcare banking, commercial relationships, and specialized financial solutions.