Key skills
SalesforceAgileCommunicationDecision MakingProblem SolvingPresentation Skills
About this role
Role Overview
- Serve as primary advisors to U.S. Bank’s Healthcare clients with annual revenue of up to $50MM.
- Understand clients’ needs and goals, delivering comprehensive financial solutions.
- Cultivate and manage new and existing healthcare client relationships.
- Provide education on available deposit and loan products and services.
- Recommend financial solutions based on each client’s unique goals.
- Utilize business banking expertise to consult and deliver a mix of products and services including lines of credit, term debt products, buyouts, and commercial mortgages.
- Direct the overall relationship when client needs extend beyond core business banking offerings.
- Manage referrals to/partnership with other business units.
Requirements
- Bachelor's degree, or equivalent work experience
- Ten or more years of relevant experience
- 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 (especially with Treasury Management, Payments, and Wealth Management partners)
- 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 $50MM in annual revenue
- Experience working with 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