Practice Solutions Relationship Officer
Core
Facilitates growth initiatives for the Bank through business development in the Practice Solutions Industry Vertical, focusing on new client acquisition and enhancing relationships with existing clients.
Role type
Senior IC commercial sales relationship officer
Builds
Client relationships and revenue in the Practice Solutions vertical
Domain
Banking / Commercial Sales
Deliverable
client delivery
Required skills
new client acquisition, relationship management, pre-sales support, product implementation coordination, cross-functional collaboration, data gathering, sales administration
Preferred skills
industry forum participation, subject matter expertise on market trends, team training coordination
Technologies
internal banking systems, client files
Responsibilities
Facilitate growth initiatives for the Bank through business development in the Practice Solutions Industry Vertical; Maintain outstanding record of significant revenue generation through new client acquisition and enhanced relationships; Provide support for pre-sales sales activities such as presentations, bids/proposals, and requests for information; Retain and expand existing relationships to achieve portfolio retention, sales, service, and profitability objectives; Coordinate cash management, Credit Card, and other product implementation and financial transaction set-up; Act as daily sales contact for clients on sales related questions; Gather data to advance sale process and complete all required documentation; Track implementation requests to keep the process on track with timelines; Compile pre-call and post call information packages by accessing internal systems and bank personnel; Provide research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.
Seniority
Mid-Senior, hands-on IC
