US Bank - Newport Beach, CA

posted 14 days ago

Full-time
Newport Beach, CA
Credit Intermediation and Related Activities

About the position

Healthcare Business Banking Relationship Managers ("BBRMs") serve as primary advisors to U.S. Bank's Healthcare clients with annual revenue of up to $25 MM. BBRMs are experienced partners who understand their clients' needs and goals, and deliver comprehensive financial solutions. They take a holistic approach to relationship management, leveraging deep partnerships across the Bank to deliver a wide range of offerings to support both the individual and the business entity. This includes loan products, credit cards, payment processing, treasury solutions, and personal wealth planning. They are responsible for cultivating and managing new and existing healthcare client relationships. They achieve this by serving as trusted partners who assess and attend to client needs, provide education on available deposit and loan products and services, and recommend financial solutions based on each client's unique goals. They utilize their business banking expertise to consult and deliver a mix of products and services including lines of credit, term debt products, buyouts, and commercial mortgages. When a client's needs extend beyond core business banking offerings, the BBRM continues to direct the overall relationship and plays a leading role in managing referrals to/partnership with other business units.

Responsibilities

  • Serve as primary advisors to U.S. Bank's Healthcare clients with annual revenue of up to $25 MM.
  • Understand clients' needs and goals to deliver comprehensive financial solutions.
  • Cultivate and manage new and existing healthcare client relationships.
  • Assess and attend to client needs, providing education on available deposit and loan products.
  • Recommend financial solutions based on each client's unique goals.
  • Consult and deliver a mix of products and services including lines of credit, term debt products, buyouts, and commercial mortgages.
  • Direct the overall relationship and manage referrals to/partnership with other business units.

Requirements

  • Bachelor's degree, or equivalent work experience.
  • Ten or more years of relevant experience.

Nice-to-haves

  • Prior Healthcare and Practice Finance banking & structuring experience.
  • Prior experience in clinic and center Commercial Real Estate.
  • Experience partnering across a large, matrixed organization in support of client delivery execution.
  • Experience working with Healthcare and Practice clients & prospects.
  • Experience managing complex credit structures and loan requests larger than $2.5MM.
  • Experience working with companies and practices up to $25MM in annual revenue.
  • Experience working with the MS Office suite of products, Salesforce, and nCino.
  • Proven success developing new business and COIs in the healthcare industry.
  • Demonstrated knowledge of commercial credit and credit quality.
  • Agile and innovative approach to problem solving and decision making.
  • Excellent verbal and written communication and presentation 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
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