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Business Banking Healthcare Relationship Manager

Company: N/A

Location: Plymouth, MA

Pay: N/A

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Job Description


As an employee of Citizens Bank you become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens Bank is an established and successful financial services company with national presence and the ability to conduct business globally.  We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering to our customers.

As a Business Banking Healthcare Relationship Manager I, your primary responsibilities will include:

•Primary focus is on exceeding target healthcare production goals with                  loans, deposits, cash management and other products, along with net                  portfolio loan and deposit growth goals.
•Incumbents usually handle moderately to less complex healthcare    
accounts and sensitive client relationships and are trusted to handle                    negotiations and credit assessments on an independent basis. 
•Ability to source, structure and present healthcare lending opportunities.
•Effectively utilize centralized credit support team for both new originations            and portfolio management.
•Develop a targeted COI (center of influence) list and have a detailed plan            to build relationships that lead to referral business to achieve goals.
•Build a collaborative internal relationship with key partners                                    (assigned Relationship Managers, Premier Bankers, cash management              specialists, mortgage specialists, Merchant Services representative, EdFi            specialists,  etc.).
•Introduce top healthcare clients to appropriate bank partners and                        participate in joint calling and prospecting.
•Provide healthcare assistance to RM/BBO teams regarding outside  joint            calling, technical questions related to larger deposit and loan opportunities,          etc.
•Utilize salesforce.com to manage your call/relationship management                    activities on a weekly basis. 
•Required to make a targeted number of “in person” calls to healthcare                  prospects, customers, COI’s and internal partners weekly & monthly. 
•Practice sounds risk management protocols and adhere to internal and                regulatory requirements

This position can sit anywhere within RI, Western MA or the Cape 


•1-3 years of healthcare experience in a Business Banking Relationship                Manager role or related business lending capacity. 
•Bachelors Degree or equivalent combination of education and experience.
•Understanding of core business products and services.
•Proven track record of healthcare sales and outside calling skills. 
•Excellent communication (written & verbal) and interpersonal skills.
•Ability to develop strong customer and colleague relationships.
•Local market knowledge and the ability to develop, retain and expand                  healthcare  relationships with Centers of Influence ie. CPA’s and Attorneys.
•Meaningful community involvement

Hours & Work Schedule
Hours per Week:  40
Work Schedule:  M-F 8-5
Why Work with Us
At Citizens, you’ll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

Equal Employment and Opportunity Employer/Disabled/Veteran
It is the policy of Citizens Bank and Citizens Securities, Inc. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

Equal Opportunity & Affirmative Action Employer Disabled/Veteran

Citizens Bank is a brand name of Citizens Bank, N.A. and each of its respective subsidiaries, and Citizens Bank of Pennsylvania.

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