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Relationship Account Officer - Practice Solutions

AT Bank of America
Bank of America

Relationship Account Officer - Practice Solutions

Worthington, OH

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. 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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40

Client-provided location(s): Westerville, OH, USA; Chandler, AZ, USA
Job ID: BankOfAmerica-JR-25023792
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • FSA
    • HSA
    • On-Site Gym
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
  • Vacation and Time Off

    • Leave of Absence
    • Personal/Sick Days
    • Paid Holidays
    • Paid Vacation
    • Sabbatical
  • Financial and Retirement

    • Performance Bonus
    • Company Equity
    • 401(K) With Company Matching
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Tuition Reimbursement
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program