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
Required skills
Business development, Client relationship management, Pre-sales support, Credit knowledge, Financial product implementation, Data gathering, Cross-functional collaboration, Sales administration
Preferred skills
Industry forum participation, Subject matter expertise on market trends, Team training coordination
Technologies
Internal banking systems, CRM tools
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 and bids, Retain and expand existing relationships to achieve portfolio objectives, Establish and enhance the Bank's brand by participating in business and community activities, Participate in industry forums and conferences to keep apprised of industry trends, Coordinate cash management, Credit Card, and other product implementation, Work closely with other areas of the banking including Premier and Wealth to make referrals, Act as daily sales contact for clients on sales related questions, Gather data to advance sale process and complete required documentation, Track implementation requests to keep the process on track with timelines, Compile pre-call and post call information packages, Provide research and data gathering to sales team to facilitate solutions to client needs, Assist with sales and service administration and processing, Maintain current client information on Bank system/files to ensure accuracy
