Healthcare Banking Specialist I
New
J
JobgetherFinance
USFull-TimeEntry
SalaryCompetitive annual base salary range of approximately $61,200 to $125,500, depending on experience, skills, education, and location.
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Job Details
- Experience
- Three or more years of sales experience is a plus.
- Required Skills
- Microsoft OfficeRelationship managementFinancial analysis
Requirements
- Bachelor’s degree or equivalent professional experience.
- Demonstrated ability to build and maintain strong customer relationships.
- Knowledge of commercial banking products, treasury management services, and alternative lending solutions.
- Ability to assess customer needs and recommend solutions that support business profitability and growth.
- Strong analytical, problem-solving, and organizational skills.
- Excellent verbal and written communication skills.
- Experience with phone-based customer interactions, negotiations, and presentations.
- Ability to work effectively in a team-based sales environment.
- Proficiency with Microsoft Office applications.
- Experience with CRM platforms and sales tools (preferred).
- Remote customer relationship management experience (preferred).
- Three or more years of sales experience (a plus).
- Experience managing business banking or commercial relationships (a plus).
Responsibilities
- Onboard and manage customer relationships referred through internal partners, identifying opportunities for lending, treasury services, deposits, merchant services, and payroll.
- Serve as a primary point of contact for healthcare business customers, providing ongoing support and proactive financial guidance.
- Analyze customer needs, develop relationship strategies, and recommend solutions aligned with business and personal financial goals.
- Prepare loan documentation, provide written analysis, and coordinate with internal teams throughout the lending process.
- Support loan closing, servicing activities, and portfolio management while maintaining compliance with policies and regulations.
- Partner with credit teams and risk management professionals to evaluate requests and monitor portfolio performance.
- Manage virtual customer interactions, including calls, presentations, follow-ups, and relationship activities.
- Maintain accurate customer records, pipeline tracking, and activity reporting through CRM systems.
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