Relationship Account Officer – Practice Solutions

Bank of America

. Work closely with the Regional Business Development Officer .

Posted 10/1/2026full-timeWesterville • Ohio • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong decision-making and problem-solving abilities while effectively managing client relationships and delivering tailored financial solutions. Proficient in preparing financial packages and collaborating with multiple departments to ensure successful loan closures.

Highest-signal resume keywords

Decision-Making SkillsProblem-Solving SkillsClient Relationship ManagementFinancial Package PreparationSales Program Design

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Excellent Oral Communication SkillsExcellent Written Communication SkillsSelf-MotivatedResults OrientedExcellent Organizational Skills

Tools & Technologies

PC Applications

Certifications & Qualifications

High School DiplomaGEDSecondary School Equivalent

Industry Keywords

Business DevelopmentLoan ClosingUnderwritingFinancial SolutionsClient Experience

About the role

Key responsibilities & impact

Work closely with the Regional Business Development Officer
Solicit new business from established sources
Design and implement appropriate sales programs for clients
Collect and prepare financial packages for underwriting approval
Close loans
Package transactions for underwriting and provide specialized financing solutions to select small business owners
Build and deepen client relationships based on financial needs and goals
Deliver an exceptional client experience focused on helping clients build, grow, and expand their business
Interact with multiple departments to support clients in closing loans
Manage the backlog of prospecting clients

Requirements

What you’ll need

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
High School Diploma / GED / Secondary School or equivalent
40 hours per week
1st shift (United States of America)

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
In-office culture supporting collaboration, engagement, and career development