Relationship Banking & Small Business Finance Advisor

Bank of America; Chandler (AZ); Sur place; USD 60 000 - 95 000; Plein temps

Résumé du poste

Bank of America is seeking a Relationship Account Officer to collaborate with the Regional Business Development Officer in sourcing and growing small business clients. You will design and implement tailored financing programs, assemble financial packages, and coordinate with underwriting to close loans.

You will build lasting client relationships, identify opportunities, and deliver financial solutions that help clients grow their practice while coordinating with multiple internal teams to

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.

Responsabilités

• 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.

Connaissances

Account Management

Business Acumen

Credit Documentation Requirements

Pipeline Management

Analytical Thinking

Business Development

Client Management

Client Solutions Advisory

Market Analysis

Record Keeping

Formation

High School Diploma / GED

Description du poste

Bank of America is seeking a Relationship Account Officer to collaborate with the Regional Business Development Officer in sourcing and growing small business clients. You will design and implement tailored financing programs, assemble financial packages, and coordinate with underwriting to close loans.

You will build lasting client relationships, identify opportunities, and deliver financial solutions that help clients grow their practice while coordinating with multiple internal teams to