Healthcare Relationship Manager

**Healthcare Relationship Manager**:
Wealth Management San Jose, California
**Description**:
**About Us**:
- At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.
- Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.
**About the Role**:
- A Healthcare Relationship Manager develops, advises, manages, and retains Healthcare and Professional Banking client relationships. Wealth management services to these clients include: deposit, cash management, credit, investment management, and trust services.
- Business development of client relationships.
- Engage with bank partners for wealth management and implementation strategies to include investments, trust, financial planning, and other wealth services.
- Manage and review client relationships on an ongoing basis, including loan origination, portfolio management, and audit readiness.
- Engage with and develop internal and external referral partners.
- Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
- Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
- Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
- Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
- Takes personal initiative and is a positive example for others to emulate.
- Embraces our vision to become “Business Bank of Choice”May perform other duties as assigned.
**About**You**:
- Bachelor’s degree, desired.
- 7 years of experience in healthcare and lending, required.
- Proactive.
- Working knowledge of credit structures.
- Focused on client satisfaction.
- Ability to work independently.
- Ability to provide client solutions.
- Extensive knowledge of bank products and services in order to cross-sell.
- Proficient in prospecting, building, and managing client relationships.
- Proactive in external and internal job functions.
- Working knowledge in all job functions.
- Proficient knowledge in other banking services offered by other lines of business to identify and offer qualified referrals.Occasional travel.
**Job**Location**:Ability to work fully onsite at posted location(s):
- San Jose, CA
**Our**Benefits**:
- We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an 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, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
**Our Commitment to**Diversity**:
**To Staffing and Recruiting Agencies**:

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