Remote

CO-REMOTE

Full time

R-8522

**Sr. Practice Solutions Relationship Manager**

The **Practice Solutions team** is highly focused and specialized, working with private, owner-managed dental, optometry, veterinary and medical specialty practices. Providing the unparalleled customer experience that practice owners desire most (the CORE), having specialized knowledge and products, and deep relationships with key influencers in the segment, allows us to bring significant value to our clients and their practice. At UMB Practice Solutions, your practice is our business.

As the **Sr. Practice Solutions Relationship Manager,** you will evaluate the needs of healthcare professionals and business owners and design custom solutions to help them achieve their financial objectives. You will establish and grow full client relationships through direct prospecting, client referrals, and your network of industry professionals. This role is hybrid (Mon/Tues/Wed/Thur on site).

**How you will spend your time:**

+ You will be responsible for the acquisition, management and growth of assigned Practice Finance territory.

+ You will generate, retain, & expand lending, investment and deposit relationships with new and existing medical, dental, optometry, chiropractic and veterinary prospects and clients through client referrals, centers of influence & direct prospecting.

+ You will develop, generate and follow up on new medical, dental, optometry, chiropractic and veterinary prospect leads through existing clients, client referrals, COI referrals, & prospecting.

+ You will act as a consultant to clients and a resource to the Bank in developing & retaining business.

+ You will negotiate loan proposals, analyze & evaluate credit requests & write loan commitments, recommend appropriate credit grade, make verbal/written presentation to underwriter or loan committee, and implement approval/declination action.

+ You will participate in professional activities in order to enhance the bank's image and expand personal network of practice contacts for development of new business.

+ You will attend local and national industry trade shows as part of the Practice Solutions national team.

+ You will communicate and collaborate with consistency and transparency with business banking teams and all internal partners.

+ You will manage overall relationship profitability & portfolio risk and be responsible for profitable growth of the portfolio assigned (includes loans, deposits, & fee income).

+ You will provide insight & ideas for enhancing client relationships, client cash flow, profitability, and efficiency.

+ You will monitor & manage existing credit relationship, which includes note renewals, reviewing & detailed analysis of current financial statements & collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions & covenant monitoring, compiling reports necessary to monitor asset & credit quality and compliance with policy/regulation.

+ You will serve as the primary link for all financial services to the individual Practice Solutions client with the bank (i.e. Treasury Services, International, Trust, and Cash Vault).

+ You will consistently use and maintain CRM usage.

**We're excited to talk with you if:**

+ You possess a bachelor's degree OR equivalent combination of education and work experience

+ You have 7 years proven Practice Finance sales experience

+ You demonstrate superior strategic sales knowledge selling to small business owners

+ You demonstrate a high level of Practice Finance specific product knowledge

+ You have depth of knowledge in market/industry trends

+ You demonstrate strong ability to source/produce efficient credit opportunities

+ You have knowledge of credit and operational risk ability to quantify potential exposure and advise team

+ You understand credit underwriting

+ You possess extensive knowledge and understanding of commercial lending practices and loan documentation/loan servicing requirements

+ You demonstrate advanced knowledge of financial analysis (including ratio and trend analysis and projections)

+ You have thorough knowledge of accounting principles and practices

+ You have demonstrated capacity to sell products/services within the financial services industry

+ You demonstrate proficiency in Word, Excel and PowerPoint

This position was posted on 07/22/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

**Compensation Range:**

$98,208 - $144,705

_The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information._

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

**Are you ready to be part of something more?**

You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment 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 because of a disability, please send an e-mail to_ _talentacquisition@umb.com_ _to let us know the nature of your request._

_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy\_Notice\_for\_California\_Candidates\_Original\_file.pdf) _to understand how we collect and use your personal information when you apply for employment with UMB._

\#LI-AS1

**_Who we are_**

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB\_Tuce\_Book\_Original\_file.pdf)

Check out the road to a career at UMB <script id="detrack" defer src="https://d2e48ltfsb5exy.cloudfront.net/p/t.js?i=0,1" data-g="494622537e7342c7aeb330bf1dcc3aac9117"></script>

Evaluate the needs of healthcare professionals and business owners, design custom solutions, establish and grow client relationships, generate and expand lending and investment relationships, negotiate loan proposals, analyze credit requests, and manage overall relationship profitability.

Remote

CO-REMOTE

Full time

R-8522

**Sr. Practice Solutions Relationship Manager**

The **Practice Solutions team** is highly focused and specialized, working with private, owner-managed dental, optometry, veterinary and medical specialty practices. Providing the unparalleled customer experience that practice owners desire most (the CORE), having specialized knowledge and products, and deep relationships with key influencers in the segment, allows us to bring significant value to our clients and their practice. At UMB Practice Solutions, your practice is our business.

As the **Sr. Practice Solutions Relationship Manager,** you will evaluate the needs of healthcare professionals and business owners and design custom solutions to help them achieve their financial objectives. You will establish and grow full client relationships through direct prospecting, client referrals, and your network of industry professionals. This role is hybrid (Mon/Tues/Wed/Thur on site).

**How you will spend your time:**

+ You will be responsible for the acquisition, management and growth of assigned Practice Finance territory.

+ You will generate, retain, & expand lending, investment and deposit relationships with new and existing medical, dental, optometry, chiropractic and veterinary prospects and clients through client referrals, centers of influence & direct prospecting.

+ You will develop, generate and follow up on new medical, dental, optometry, chiropractic and veterinary prospect leads through existing clients, client referrals, COI referrals, & prospecting.

+ You will act as a consultant to clients and a resource to the Bank in developing & retaining business.

+ You will negotiate loan proposals, analyze & evaluate credit requests & write loan commitments, recommend appropriate credit grade, make verbal/written presentation to underwriter or loan committee, and implement approval/declination action.

+ You will participate in professional activities in order to enhance the bank's image and expand personal network of practice contacts for development of new business.

+ You will attend local and national industry trade shows as part of the Practice Solutions national team.

+ You will communicate and collaborate with consistency and transparency with business banking teams and all internal partners.

+ You will manage overall relationship profitability & portfolio risk and be responsible for profitable growth of the portfolio assigned (includes loans, deposits, & fee income).

+ You will provide insight & ideas for enhancing client relationships, client cash flow, profitability, and efficiency.

+ You will monitor & manage existing credit relationship, which includes note renewals, reviewing & detailed analysis of current financial statements & collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions & covenant monitoring, compiling reports necessary to monitor asset & credit quality and compliance with policy/regulation.

+ You will serve as the primary link for all financial services to the individual Practice Solutions client with the bank (i.e. Treasury Services, International, Trust, and Cash Vault).

+ You will consistently use and maintain CRM usage.

**We're excited to talk with you if:**

+ You possess a bachelor's degree OR equivalent combination of education and work experience

+ You have 7 years proven Practice Finance sales experience

+ You demonstrate superior strategic sales knowledge selling to small business owners

+ You demonstrate a high level of Practice Finance specific product knowledge

+ You have depth of knowledge in market/industry trends

+ You demonstrate strong ability to source/produce efficient credit opportunities

+ You have knowledge of credit and operational risk ability to quantify potential exposure and advise team

+ You understand credit underwriting

+ You possess extensive knowledge and understanding of commercial lending practices and loan documentation/loan servicing requirements

+ You demonstrate advanced knowledge of financial analysis (including ratio and trend analysis and projections)

+ You have thorough knowledge of accounting principles and practices

+ You have demonstrated capacity to sell products/services within the financial services industry

+ You demonstrate proficiency in Word, Excel and PowerPoint

This position was posted on 07/22/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

**Compensation Range:**

$98,208 - $144,705

_The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information._

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

**Are you ready to be part of something more?**

You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment 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 because of a disability, please send an e-mail to_ _talentacquisition@umb.com_ _to let us know the nature of your request._

_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy\_Notice\_for\_California\_Candidates\_Original\_file.pdf) _to understand how we collect and use your personal information when you apply for employment with UMB._

\#LI-AS1

**_Who we are_**

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB\_Tuce\_Book\_Original\_file.pdf)

Check out the road to a career at UMB <script id="detrack" defer src="https://d2e48ltfsb5exy.cloudfront.net/p/t.js?i=0,1" data-g="494622537e7342c7aeb330bf1dcc3aac9117"></script>

68503

Demonstrated capacity to sell products/services within the financial services industry

Knowledge of accounting principles and practices

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