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Healthcare Relationship Manager
Columbia Bank. Source, develop, and deepen relationships with healthcare organizations, including physician groups, DSOs, and micro-ER operators .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in healthcare banking, including financing physician groups and healthcare real estate, while effectively managing client relationships and delivering integrated financial solutions. Proficient in financial analysis and credit structures, with a strong focus on compliance and risk management.
Highest-signal resume keywords
Healthcare Banking ExperienceFinancial AnalysisClient Relationship ManagementCredit AdministrationCash-Flow Lending
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisCash-Flow LendingCredit AdministrationPortfolio ManagementRisk-Adjusted PricingLoan OriginationHealthcare FinancingEnterprise-Value-Based Credit StructuresRegulatory KnowledgeComplex Transaction Management
Soft Skills
Relationship BuildingConsultative GuidanceCollaborationCoachingProactive Problem Solving
Tools & Technologies
Bank ProductsTreasury ManagementWealth Management StrategiesFinancial Planning
Certifications & Qualifications
Bachelor’s Degree in Business or FinanceFormal Credit Training
Industry Keywords
Healthcare OrganizationsPhysician GroupsDSOsMicro-ERsASC DevelopmentMOB DevelopmentPractice AcquisitionsRecapitalizationsAudit ReadinessCommunity Engagement
About the role
Key responsibilities & impact- Source, develop, and deepen relationships with healthcare organizations, including physician groups, DSOs, and micro-ER operators
- Represent Columbia Bank at industry events and cultivate referral networks with healthcare advisors, consultants, and private equity sponsors
- Underwrite and manage a diversified portfolio of cash-flow-based and real estate-secured loans
- Manage financing for practice acquisitions, partner buy-ins, ASC and MOB development, and recapitalizations
- Maintain sound credit administration and compliance with bank policies, emphasizing risk-adjusted pricing, performance monitoring, and audit readiness
- Manage client relationships through loan origination, portfolio oversight, and relationship reviews
- Provide consultative guidance on healthcare consolidation, expansion, and liquidity events
- Collaborate with Private Banking, Treasury Management, and Credit Administration to deliver integrated financial solutions
- Engage bank partners on wealth management strategies, including investments, trust, and financial planning
- Deliver full-relationship solutions across credit, deposits, and treasury management
- Serve as a subject matter expert and may coach, mentor, or facilitate training for colleagues
- Foster Columbia Bank’s corporate culture and “Business Bank of Choice” vision
- Support community engagement initiatives that reinforce Columbia Bank’s healthcare finance reputation
Requirements
What you’ll need- Bachelor’s degree in Business, Finance, or a related field required
- Formal credit training preferred
- Minimum 5 years of healthcare banking experience with direct client relationship responsibilities
- Demonstrated success financing physician groups, ASCs, DSOs, or healthcare real estate, including MOBs and micro-ERs
- Strong background in financial analysis, cash-flow lending, and enterprise-value-based credit structures
- Knowledge of healthcare ownership models, regulatory trends, and practice economics strongly preferred
- Ability to independently manage complex transactions and collaborate with internal partners
- Extensive knowledge of bank products and services with strong cross-sell capability
- Proficient in prospecting, building, and managing client relationships at the senior level
- Proactive and knowledgeable in both external and internal job functions
- Proficient in identifying referral opportunities and leveraging other lines of business to serve clients
- Occasional travel required
Benefits
Comp & perks- Comprehensive healthcare coverage including medical, dental, and vision plans
- 401(k)-retirement savings plan with employer match for qualifying associate contributions
- Employee assistance program
- Life insurance
- Disability insurance
- Tuition assistance
- Mental health resources
- Identity theft protection
- Legal support
- Auto and home insurance
- Pet insurance
- Access to an online discount marketplace
- Paid vacation, sick days, volunteer days, and holidays
- Performance-based incentive compensation may be available