Healthcare Relationship Manager
Description
About Us:
At Columbia, 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.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
- The Relationship Manager plays a key role in expanding Columbia Bank’s Healthcare Banking platform. You’ll focus on serving the financial needs of physician groups, surgical specialists, micro-ER operators, DSOs, and physician-owned medical office buildings (MOB).
- This role combines healthcare industry fluency with commercial banking expertise. You’ll originate and manage complex credit relationships, advise on ownership transitions and growth capital needs, and partner across business lines to deliver full-relationship solutions—including credit, deposits, and treasury management.
- Business Development: Source, develop, and deepen relationships with healthcare organizations including physician groups, DSOs, and micro-ER operators.
- Credit Structuring: Underwrite and manage a portfolio of cash-flow-based and real estate-secured loans, including practice acquisitions, partner buy-ins, ASC and MOB development, and recapitalizations.
- Advisory Leadership: Provide consultative guidance to clients navigating consolidation, expansion, or liquidity events within the healthcare sector.
- Cross-Functional Collaboration: Work closely with Private Banking, Treasury Management, and Credit Administration to deliver integrated financial solutions. Engage with bank partners for wealth management and implementation strategies to include investments, trust, financial planning, and other wealth services.
- May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
- Market Visibility: Represent Columbia Bank at industry events and build strategic referral networks with healthcare advisors, consultants, and private equity sponsors.
- Portfolio Discipline: Maintain sound credit administration and compliance with bank policies, emphasizing risk-adjusted pricing and performance monitoring. Manage and review client relationships on an ongoing basis, including loan origination, portfolio management, and audit readiness.
- Community Engagement: Promote Columbia’s relationship-first approach while strengthening the bank’s reputation as a leading healthcare finance partner in target markets.
- Actively learns, demonstrates, and fosters the Columbia 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 in Business, Finance, or 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 (e.g., MOBs, micro-ERs).
- Strong background in financial analysis, cash-flow lending, and enterprise-value-based credit structures.
- Ability to manage complex transactions and collaborate with internal partners to deliver full-relationship solutions.
- Knowledge of healthcare ownership models, regulatory trends, and practice economics strongly preferred.
- 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):
This posting is part of an evergreen requisition, we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations:
San Jose, CA
Walnut Creek, CA
Dallas, TX
Las Vegas, NV
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $113,000.00 to $200,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
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:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.