About The Position

As a key member of our healthcare corporate banking team, the Relationship Manager (RM) will lead strategic client engagement across a diverse portfolio of healthcare entities. This role is responsible for delivering tailored financial solutions, managing complex credit structures, and deepening relationships with for-profit, non-real estate healthcare organizations. The RM will serve as a subject matter expert across the bank, helping to grow the healthcare vertical and collaborating closely with internal partners including investment banking, credit, and product teams.

Requirements

  • Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.
  • 10+ years of experience in Corporate or Commercial Banking, with a strong focus on healthcare clients.
  • Formal credit training or equivalent experience in credit analysis and underwriting.
  • Proven track record of relationship management, business origination, and portfolio growth.
  • Strong understanding of capital markets, bank products, and financial regulations.
  • Excellent communication, organizational, and problem-solving skills.
  • Proficiency in Salesforce and Microsoft Office (Teams, Word, Excel, PowerPoint).
  • FINRA Series 79, 63, and SIE licenses required (or must be obtained within 120 days of employment).

Responsibilities

  • Serve as the primary contact for C-suite executives and decision-makers across a portfolio of healthcare clients, ensuring high levels of engagement and satisfaction.
  • Develop and execute a disciplined calling strategy and client acquisition pipeline to expand the bank’s presence in the healthcare sector.
  • Leverage deep industry knowledge to deliver customized banking solutions, including credit, treasury, and capital markets products.
  • Partner with internal teams to structure and execute deals, cross-sell products, and deliver comprehensive financial support.
  • Work closely with credit teams to underwrite and monitor transactions, proactively identifying and managing risk.
  • Lead client pitches, negotiations, and presentations to secure new business and expand existing relationships.
  • Mentor junior talent, fostering a collaborative and high-performing culture within the Corporate Banking team.
  • Ensure adherence to regulatory requirements, internal policies, and risk frameworks.

Benefits

  • Health insurance coverage
  • Wellness program
  • Fertility and family building aids
  • Life and disability insurance
  • Retirement savings plans with a generous 401K match
  • Paid leave programs
  • Paid holidays
  • Paid time off (PTO)
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