Account Executive Jobs
An Account Executive in the banking industry serves as the primary point of contact between the financial institution and its clients. They monitor and manage existing accounts, generate new sales opportunities, and deliver product presentations. Other responsibilities may include strategic planning, managing large-scale transactions, and solving client issues. Account Executives are responsible for achieving sales quotas, enhancing the banking experience for customers, and fostering loyal relationships between the bank and its clientele.
To succeed as an Account Executive, vital skills include exceptional communication, customer service, and sales abilities, as well as a deep understanding of the financial industry. They should have excellent negotiation and problem-solving skills, and be adept at managing multiple clients and responsibilities simultaneously. Some certifications, like Certified Financial Services Security Professional (CFSSP) or Chartered Financial Analyst (CFA) can enhance an Account Executive's credentials. Prior to becoming an Account Executive, a person might have roles such as Sales Representative, Account Manager, or Loan Officer within the banking or financial services sector.
As applicable, experience with syndications, asset-based lending, capital structure finance, leveraged lending, trade finance and/or other specialty lending....
Executive(s) to define account priorities and achieve the annual plan Partner with Visa Direct cross-border commercialization team to develop the go-to-market strategy and ensure we have the right...
policies and lending practices....
6 years of account relationship management experience 5-6 years of experience consistently delivering strong sales performance Banking experience Comprehensive knowledge and understanding of C & I lending...
Principal Commercial Banking Relationship Manager - Executive Director
- Melville, NY
- 2 days ago
- Melville, NY
- 2 days ago
the following: work experience, training, military experience, education Desired Qualifications: Comprehensive knowledge and understanding of core banking products and services, such as commercial lending...
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people...
relevant systems Strategically support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks Partner with Commercial Lending...
Executive Director - Senior Lead Corporate Banking Relationship Manager, Banks
- NC
- 4 days ago
- NC
- 4 days ago
role, you will: Work as an advisor to more experienced leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for large corporate banking or specialized lending...
About this role: Wells Fargo's Specialized Industries - Healthcare team is seeking a Principal Commercial Banking Relationship Manger. In this role, you will: Develop, retain, grow highly complex...
BUSINESS BANKING CLIENT MANAGER-ROCKFORD, IL Are you ready to be part of something more? As one of UMB's leading lines of business, the Business Banking division is focused on clients with...
Executive Director - Senior Lead Corporate Banking Relationship Manager, Banks
- Charlotte, NC
- 6 days ago
- Charlotte, NC
- 6 days ago
role, you will: Work as an advisor to more experienced leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for large corporate banking or specialized lending...
Corporate Banking Relationship Manager, Executive Director
- New York, NY
- 6 days ago
- New York, NY
- 6 days ago
Corporate Banking Relationship Manager, Executive DirectorNew York, United States of AmericaUSA Job Family Description: Identifies and pursues new sales prospects within existing or untapped...
All About All Heart Home Care: All Heart Home Health is a dedicated provider of quality care, committed to enhancing the lives of our clients. With a focus on compassion and professionalism, we...
If you thrive in knowing you can close on multiple types of opportunities in different aspects of commercial and consumer lending and can prioritize goals to fit both your personal and professional...
Description Summary: The Regional Banking Relationship Manager III is responsible for acquiring new business relationships to Huntington and the continued development and deepening of the...
Remote WorkAccount Executive Online Courses and Training Opportunities
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Salary for Account Executive Jobs Nationwide
Required or preferred licenses and certifications for Account Executive positions.
Highest Education Level
Account Executives offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Account Executive position
- Consulting
- Market Planning
- Employee Retention
- Corporate Communications
- Client Relationships
- Digital Content
- Management Consulting
- Value Proposition Development
- Lending
- Loan Documentation
- BSA
- Commercial Banking
- Automated Clearing House
- Commercial Lending
- Private Banking
- Loan Processing
- OFAC
- Credit Underwriting
- Mortgage Processing
- Treasury
- Treasury Management
- Credit Analysis
- Foreign Exchange
- Cash Flow Analysis
- Loan Servicing
- Financial Services
- Capital Markets
- Underwriting
- Investment Banking
- Financial Statements
- Investment Management
- Portfolio Management
- Resolution
- Real Estate
- Customer Satisfaction
- Referrals
- Relationship Management
- Finance
- Strategy Development
- Closing
- Accounting
- Business Development
- Customer Relations
- Retail
- Written Communication
- Negotiation
- Documentation
- Mentoring
- Interpersonal Skills
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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