Relationship Account Officer - Practice Solutions

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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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