Senior Middle Market Banker - Healthcare

About This Role

The Sr. Middle Market Banker - Healthcare serves as a trusted business advisor to healthcare clients, providing comprehensive banking solutions to meet their financial objectives. This role involves establishing a network of referral sources to generate new business opportunities and managing a portfolio of healthcare relationships while ensuring an exceptional client experience and appropriate risk management.

Responsibilities

• Develop and expand existing commercial banking relationships
• Prospect actively and successfully bring in new relationships to Northwest
• Engage with various product partners to discuss cross-selling opportunities and referrals
• Meet or exceed budgeted goals
• Actively participate in community and professional networking events
• Develop meaningful "Centers of Influence" relationships
• Establish and maintain an ongoing prospect list, and a set calling and meeting schedule
• Encourage existing clients to provide referrals and maintain personal banking at Northwest
• Manage a commercial loan portfolio of both credit and non-credit clients
• Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers
• Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis
• Ensure non-credit clients have appropriate treasury management and other related commercial services
• Collect on delinquent accounts as required
• Analyze financial statements and related credit material to stay informed of client performance and assess risk
• Complete loan closings in partnership with Portfolio Management & the Loan Closers
• Ensure all credit files include current financial statements, agency reports, etc.
• Participate in continued sales, product and credit training
• Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations

Requirements

• 6-8 years of account relationship management experience
• 6-8 years of experience consistently delivering strong Middle Market sales performance
• Extensive experience in originating and managing middle market banking relationships in healthcare
• Bachelor’s degree in Business, Accounting, Finance, Economics, or Marketing

Qualifications

• Bachelor’s degree in Business, Accounting, Finance, Economics, or Marketing
• 6-8 years of account relationship management experience; 6-8 years of experience consistently delivering strong Middle Market sales performance; Extensive experience in originating and managing middle market banking relationships in healthcare

Skills

* Required skills