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
Banking products and services (cash management, credit cards) for Practice Solutions industry clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
business development, client relationship management, pre-sales support, product implementation coordination, data gathering, sales administration, problem solving, communication
Preferred skills
industry forum participation, subject matter expertise on market trends, cross-functional collaboration
Technologies
internal banking systems, client files
Responsibilities
Facilitate growth initiatives for the Bank through business development in the Practice Solutions Industry Vertical; Maintain outstanding revenue generation through new client acquisition and enhanced relationships; Provide support for pre-sales sales activities such as presentations and bids; Retain and expand existing relationships to achieve portfolio objectives; Coordinate cash management, Credit Card, and other product implementation; Act as daily sales contact for clients on sales related questions; Gather data to advance sale process and complete required documentation.
Seniority
Mid-Senior, hands-on IC
