Practice Finance Client Manager

Description

Summary :

The Practice Finance Client Manager on-boards new Practice Finance customers and manages cross-sell opportunities and provides introduction and coordinates follow up with internal partners.

Establishes long-term customer relationships to ensure quality control and provides an exceptional customer experience. Partners and supports a team of Practice Finance Business Development Officers to achieve team results.

Assists with onboarding customers with sales from $0-25MM. Has a significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team.

Continually reviews onboarding process to ensure alignment with Simply the Best customer experience. Provides client service utilizing a relationship plan / model.

Assists (2-3) Practice Finance Business Development Officers with initial onboarding and partner introductions. Coordinates the due diligence and document-gathering necessary to get loans documented and closed.

Assists Practice Finance Business Development Officers with forecasting and pipeline management.

Duties & Responsibilities :

• Works with customers and third parties and partners to collect conditions necessary to close loan.
• Communicates with customers 2x per week minimum to help them understand where we are in the process with their loan closing.
• Has oversight of Account opening / TM service implementation which is completed by partners on the dedicated business banking relationship team.
• Manage and clear collateral exceptions resulting from their loan closings.
• Process referral fee payments for their Practice Finance COI BDO Partners.
• MAX support and administrative support for Practice Finance COI BDO Partners.
• Performs other duties as assigned.

Basic Qualifications :

• Bachelor's degree or the equivalent of an additional 2 years of sales in a financial services or credit environment
• Minimum of 3 years of sales support experience in a financial services or credit environment

Preferred Qualifications :

• Business Banking sales and product knowledge
• Consultative selling and profiling experience
• Proven organizational skills
• Excellent customer service and interpersonal skills
• Exceptional written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor
• General knowledge of Business Banking sales and product knowledge
• Proven track record of working well in a team environment
• Strong organizational skills with attention to detail
• Ability to multi-task
• PC and internet proficiency

Exempt Status : (Yes not eligible for overtime pay) ( No eligible for overtime pay)

Workplace Type : Hybrid

Hybrid

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