Business Development, Accounting & Tax
Business Development, Accounting & Tax
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$ 125000 - 425000
1 Vacancy
Job Description
About Us
Live Oak Bank is a digital bank that serves small business owners across the country. Our groundbreaking spin on service and technology has fueled our mission to be Americas Small Business Bank. Our products help customers buy build and expand their business and our high-yield savings and CD products help them grow their hard-earned money. At Live Oak we never lose sight of the well-being of our people. We believe our employees are the heart of our company. Our commitment to our customers and culture is intertwined and we seek those who embody and embrace what it takes to empower the American dream.
How this Role Impacts Live Oak and its People
The Business Development Accounting & Tax role (a Senior Loan Officer position at Live Oak Bank) plays a pivotal role in expanding our portfolio of Accounting & Tax firms. This positions primary focus will be bringing new opportunities to the Bank for lending and/or deposit relationships with Accounting & Tax firms. This position is crucial in building and nurturing relationships with brokers centers of influence Accounting & Tax prospects and establishing strategic partnerships. By driving these initiatives the Business Development Accounting & Tax role directly contributes to the growth and success of our clients and the bank.
What Youll Do at Live Oak
Broker and Partnership Development:
- Identify cultivate and manage relationships with loan brokers and other intermediaries to expand the reach of the Accounting & Tax portfolio.
- Develop strategic partnerships to enhance loan origination channels and drive business growth.
- Educate the industry via various strategic relationships and prospect firms directly on the benefits and features of the Live Oak Banks loan and deposit offerings to meet their evolving financial needs.
Pipeline Management:
- Develop and maintain a robust pipeline of prospective clients through proactive outreach networking and relationship management.
- Utilize CRM tools to track leads monitor progress and ensure timely follow-up and conversion.
Market Research and Strategy:
- Conduct thorough market research to identify trends assess competitive landscapes and uncover new business opportunities.
- Analyze market shifts and competitor activities to inform strategic decisions and maintain a competitive edge.
Team Collaboration and Leadership:
- Work closely with internal stakeholders including underwriting marketing and product development teams to ensure alignment and support for business development initiatives.
- Provide mentorship and guidance to junior team members fostering a culture of continuous learning and development.
How Youll Do it
Strategic Relationship Building:
- Leverage exceptional communication and interpersonal skills to establish and maintain strong relationships with brokers partners and clients.
- Employ consultative sales techniques to understand client needs and offer tailored financial solutions.
Analytical and Strategic Thinking:
- Apply analytical skills to interpret market data identify trends and develop strategies that capitalize on emerging opportunities.
- Demonstrate strategic thinking in planning and executing business development initiatives that align with organizational goals.
Collaboration and Leadership:
- Foster a collaborative environment by working effectively with cross-functional teams to drive business objectives.
- Exhibit leadership qualities by mentoring team members and contributing to a high-performance culture.
Required and Preferred Experience
Required:
- Bachelors degreein business Finance Marketing or a related field.
- 5 yearsof experience in business development sales or financial services with a focus on loan products or small business financing.
- Proven track record of building and managing partnerships that drive business growth.
- Strong analytical skills with the ability to interpret market data and trends.
- Excellent communication negotiation and relationship-buildingskills.
Preferred:
- Familiarity with loan brokers and intermediaries in the Accounting & Tax industry.
- Advanced degree (e.g. MBA) or relevant certifications in finance or business development.
Skills:
- Business Development and Sales Strategy
- Partnership and Relationship Management
- Market Research and Analysis
- Consultative Selling
- Pipeline Development and Management
- Cross-Selling Techniques
- Leadership and Mentorship
- Financial Acumen
Our Values
Dedication:Possess a deep commitment to Live Oak Banks mission and core values exemplified through a strong work ethic adaptability and pride in your work.
Ownership:Take initiative to deliver positive results by proactively and creatively solving problems while maintaining a high degree of quality.
Respect:Treat everyone courtesy politeness and kindness.
Innovation:Embrace fresh ideas and fearlessly contribute new solutions to emerging or existing problems.
Teamwork: Foster collaboration accountability and trust with others and understand that together we do more
For a detailed overview of our employee benefits please visit: Oak Bank is an Affirmative Action and Equal Opportunity Employer Minorities/Women/Veterans/Disabled. We consider applicants for employment without regard to race color religion sex sexual orientation gender identity national origin age genetic information veteran status or disability. Equal access to programs service and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources at.
The base pay range for this position is $125000.00 - $425000.00 per year. Compensation may also include annual bonuses and long-term incentives subject to various metrics and company policy. A candidates salary is determined by several factors including travel relevant work experience or skills and expertise.Please note that we provide at least the minimum requirement of paid sick leave to our employees who reside in states that require employer-paid sick leave including but not limited to Arizona California Colorado District of Columbia Maine Maryland Massachusetts Michigan Nevada New Jersey New Mexico New York Oregon Rhode Island Vermont and Washington.
Employment Type
Full-Time
