Account Executive I
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Job Location:
San Francisco, CA - USA
Yearly Salary:
$ 70000 - 90000
Posted on:
8 hours ago
Vacancies:
1 Vacancy
Job Summary
Essential Job Functions:
1. Act as day-to-day relationship manager for assigned client portfolio.
2. Ensure respective Commercial Bankers are well informed of client issues request and opportunities for growth.
3. Serve as primary point of contact for assigned clients; liaising with other areas of the bank to resolve client issues.
4. Consult with clients to make appropriate recommendations on product services and fee structures.
5. Participate in sales process as requested by Commercial Bankers offering sales support product expertise product demonstrations and pro forma analyses.
6. Deepen relationships by taking a consultative approach to client needs both from a product and service perspective.
7. Provide guidance and assistance to other members of the team including Account Support Administrators
8. Maintain accurate client records through a central repository of shared drives or databases.
9. Complete monthly or annual audit reviews as required for select products and services.
10. Review and decision of daily overdraft and other account reports; escalate issues to management as needed.
11. Maintain compliance with all bank policies procedures and regulations.
12. For new clients provide and implement flawless account transition services from the incumbent bank to Amalgamated Bank including account opening cash management service enrollment and online banking training.
13. Demonstrate a superior level of product acumen and attention to detail.
14. Timely escalation to management and Commercial Bankers of client concerns or issues.
15. Work remotely and be accessible nights and weekends for VIP client inquiries.
16. Work independently and effectively manage multiple priorities.
17. Respond to internal and external clients in a timely fashion.
18. Perform other duties as directed.
Knowledge Skills and Experience Requirements:
1. Bachelors degree or equivalent experience
2. Two to three years of experience in client facing roles
3. Ability to accurately understand and audit financial statements
4. Ability to work and adapt to a fast paced evolving work environment
5. Robust knowledge of Microsoft Office software package (Word Excel Outlook)
6. Exceptional verbal written communication and interpersonal skills
7. Strong attention to detail and accuracy
Required Experience:
IC
Key Skills
- Business Development
- Customer Service
- Revenue Growth
- ABC Analysis
- Account Management
- Communication
- CRM
- Excel
- Salesforce
- PMP
- Customer Relationships
- Business Relationships
- Sales Goals
- Sales Process
- CPA
About Company
Build your financial future at a bank that aligns your finances with your values and helps you create meaningful change for a better world.
