Operating in a lead capacity this position will manage a team of Account Executives and Account Support Administrators and will provide client services to the National Political Banking sector.
Essential Job Functions:
- Supervise and manage the Political Banking Account Executive and Account Support Administrator team.
- Maintain constant and consistent communication with the National Director of Political Banking.
- Work closely with the National Director of Political Banking and the Political Banking Commercial Bankers on service issues sales strategy and overall management of the client portfolio.
- Provide onboarding support mentoring and training for new hires.
- Ensure continuity of operations when members of the Political Banking Account Executive and Account Support Administrator team are on leave.
- Roll out and maintain processes standards and best practices in accordance with the National Director of Political Banking.
- Implement and ensure that the Political Banking Account Executive team is demonstrating best-in-class customer service standards.
- Coordinate all proposed new processes (based on new client opportunities/ requests) through the National Director of Political Banking.
- Act as day-to-day relationship manager/primary point of contact for assigned client portfolio liaising with other areas of the Bank to resolve client issues.
- Consult with clients to make appropriate recommendations on product services and fee structures.
- Deepen relationships by taking a consultative approach to client needs both from a product and service perspective.
- Ensure respective Political Banking Account Executives and Account Support Administrators are well informed of client issues requests and opportunities for growth.
- Provide training to the Political Banking Commercial Bankers Account Executives and Account Support Administrators on banking best practices and available technological efficiencies.
- Actively participate in sales process as requested by Political Banking Account Executives and Commercial Bankers offering sales support product expertise product demonstrations and pro forma analyses.
- Maintain accurate client records through a central repository of shared drives or databases.
- Complete and oversee the process of annual account reviews.
- Complete and oversee the timely completion of audit requests.
- Review and decision of daily overdraft and other account reports; escalate issues to National Director of Political Banking as needed.
- Maintain compliance with all Bank policies procedures and regulations.
- Demonstrate a superior level of product acumen and attention to detail.
- Timely escalate client concerns or issues to the National Director of Political Banking and to the Political Banking Commercial Bankers.
- Work remotely and be accessible nights and weekends for VIP client and team inquiries.
- Work independently and effectively manage multiple priorities.
- Respond to internal and external clients and employees in a timely fashion.
- Perform other duties as directed.
Knowledge Skills and Experience Requirements:
- Bachelors degree
- 5-7 years of experience in client facing roles
- 3-5 years of experience with managing a team
- Prior knowledge of political banking
- Ability to accurately understand audited financial statements and bank statements
- Ability to work and adapt to a fast paced evolving work environment
- Robust knowledge of Microsoft Office software package (Word Excel Outlook)
- Exceptional verbal written communication and interpersonal skills
- Strong attention to detail and accuracy
Required Experience:
Senior IC
Operating in a lead capacity this position will manage a team of Account Executives and Account Support Administrators and will provide client services to the National Political Banking sector.Essential Job Functions:Supervise and manage the Political Banking Account Executive and Account Support Ad...
Operating in a lead capacity this position will manage a team of Account Executives and Account Support Administrators and will provide client services to the National Political Banking sector.
Essential Job Functions:
- Supervise and manage the Political Banking Account Executive and Account Support Administrator team.
- Maintain constant and consistent communication with the National Director of Political Banking.
- Work closely with the National Director of Political Banking and the Political Banking Commercial Bankers on service issues sales strategy and overall management of the client portfolio.
- Provide onboarding support mentoring and training for new hires.
- Ensure continuity of operations when members of the Political Banking Account Executive and Account Support Administrator team are on leave.
- Roll out and maintain processes standards and best practices in accordance with the National Director of Political Banking.
- Implement and ensure that the Political Banking Account Executive team is demonstrating best-in-class customer service standards.
- Coordinate all proposed new processes (based on new client opportunities/ requests) through the National Director of Political Banking.
- Act as day-to-day relationship manager/primary point of contact for assigned client portfolio liaising with other areas of the Bank to resolve client issues.
- Consult with clients to make appropriate recommendations on product services and fee structures.
- Deepen relationships by taking a consultative approach to client needs both from a product and service perspective.
- Ensure respective Political Banking Account Executives and Account Support Administrators are well informed of client issues requests and opportunities for growth.
- Provide training to the Political Banking Commercial Bankers Account Executives and Account Support Administrators on banking best practices and available technological efficiencies.
- Actively participate in sales process as requested by Political Banking Account Executives and Commercial Bankers offering sales support product expertise product demonstrations and pro forma analyses.
- Maintain accurate client records through a central repository of shared drives or databases.
- Complete and oversee the process of annual account reviews.
- Complete and oversee the timely completion of audit requests.
- Review and decision of daily overdraft and other account reports; escalate issues to National Director of Political Banking as needed.
- Maintain compliance with all Bank policies procedures and regulations.
- Demonstrate a superior level of product acumen and attention to detail.
- Timely escalate client concerns or issues to the National Director of Political Banking and to the Political Banking Commercial Bankers.
- Work remotely and be accessible nights and weekends for VIP client and team inquiries.
- Work independently and effectively manage multiple priorities.
- Respond to internal and external clients and employees in a timely fashion.
- Perform other duties as directed.
Knowledge Skills and Experience Requirements:
- Bachelors degree
- 5-7 years of experience in client facing roles
- 3-5 years of experience with managing a team
- Prior knowledge of political banking
- Ability to accurately understand audited financial statements and bank statements
- Ability to work and adapt to a fast paced evolving work environment
- Robust knowledge of Microsoft Office software package (Word Excel Outlook)
- Exceptional verbal written communication and interpersonal skills
- Strong attention to detail and accuracy
Required Experience:
Senior IC
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