Relationship Account Officer

4 weeks ago

Westerville, United States Disability Solutions Full time
Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us

Job Description:

A member of the Practice Solutions Team this job works closely with the Regional Business Development Officer (RBDO). Once new business relationships have been identified and established by the RBDO, the Relationship Account Officer (RAO) is responsible for soliciting new business from established sources, designing and implementing appropriate sales programs for the client, collecting and preparing the financial package for submission to underwrite for approval, and closing loans. Key responsibilities include providing financial solutions to meet client's business needs and help them build, grow, and expand their practice

Responsibilities:

  • Manages the end-to-end process in Practice Solutions by packaging transactions for underwriting and providing specialized financing solutions to select small business owners
  • Builds and deepens relationships based on the client's financial needs and goals
  • Delivers an exceptional client experience by focusing on helping clients build, grow, and expand their business
  • Interacts with multiple departments to support client in closing of the loans
  • Responsible for managing backlog of prospecting clients


Required Qualifications:

  • Strong decision-making skills and problem-solving skills
  • Excellent oral and written communication skills
  • Proficient with PC applications
  • Self-motivated and results oriented with excellent organizational skills


Desired Qualifications:

  • Proven experience working in a fast-paced environment as part of a larger team
  • Proven experience developing rapport with clients, colleagues and other business partners
  • Demonstrated ability to analyze issues and develop solutions


Shift:
1st shift (United States of America)

Hours Per Week:
40

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