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.
- Patton Logistics, Inc.
- Brentwood, TN
- 5 days ago
- Patton Logistics, Inc.
- Brentwood, TN
- 5 days ago
As part of the Patton Logistics family of companies, The Business Development Manager is a key driver for the overall success of our entity, Route Consultant Purchasing Alliance (RCPA)! This role...
Sr. Private Banking Relationship Manager - Downtown Houston TX
- Houston, TX
- 20 hours ago
- Houston, TX
- 20 hours ago
Proven success in private banking, lending, or other directly related experience in financial services. Strong knowledge of banking products, credit structuring, and relationship management....
Commercial Banking Relationship Manager III- Dealer Floorplan
- Newark, NJ
- 20 hours ago
- Newark, NJ
- 20 hours ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the banks high net worth private banking clients. Optimizes client relationships by positioning...
Senior Lead Commercial Banking Relationship Manager
- Des Moines, IA
- 1 day ago
- Des Moines, IA
- 1 day ago
Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management Completion of formal credit training program Commercial banking account...
**The Team:** Were seeking a dynamic Enterprise **Account Executive** to join our North America Enterprise Sales Team....
Commercial Banking Relationship Manager III- Dealer Floorplan
- Cherry Hill, NJ
- 2 days ago
- Cherry Hill, NJ
- 2 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Complies with bank policies and Federal/State regulations dealing with Commercial Lending. As necessary works with more experienced Banking Officers in handling more complex relationships....
Work Location: Regina, Saskatchewan, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: $62,300 - $93,500 CAD TD is committed to providing fair and equitable...
Executive Director, Corporate Banking Relationship Manager MNCs
- Atlanta, GA
- 4 days ago
- Atlanta, GA
- 4 days ago
provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending...
Account & Relationship Manager (Banking/Outbound Sales) Hybrid R0047805
- Dallas, TX
- 5 days ago
- Dallas, TX
- 5 days ago
As an Account & Relationship Manager (Banking/Outbound Sales/Account Executive), you will play a crucial role in building and maintaining effective long-term relationships with a portfolio of banking...
current in relevant systems Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks Partner with Commercial Lending...
Executive Director, Corporate Banking Relationship Manager MNC's
- Atlanta, GA
- 7 days ago
- Atlanta, GA
- 7 days ago
About this role: Wells Fargo is seeking an experienced Relationship Manager to help lead Multi-National Corporations (MNC) Subsidiary Coverage within Corporate & Investment Banking. Learn more...
Financial Services Account Manager, North American FSI, Insurance
- Irvine, CA
- 7 days ago
- Irvine, CA
- 7 days ago
Would you like to be part of a team focused on increasing adoption of Amazon Web Services by developing FSI customers in the insurance industry? Do you have the business savvy and the technical...
and other credit related products Coordinate transactions with our credit, treasury management, foreign exchange, investment banking, capital markets, and asset-based lending groups Perform financial...
Account 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
- Customer Relationship Management
- Employee Retention
- Prospecting
- Presentation
- Flexibility
- Client Relationships
- Technology sales
- Compensation and Benefits
- Relationship Management
- Lending
- Loan Documentation
- Credit Underwriting
- Commercial Banking
- BSA
- Commercial Lending
- Loan Processing
- Private Banking
- Treasury
- Mortgage Processing
- Foreign Exchange
- Credit Analysis
- Financial Services
- Treasury Management
- Loan Servicing
- Underwriting
- Capital Markets
- Financial Statements
- Portfolio Management
- Financial Planning
- Goal Oriented
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Strategy Development
- Finance
- Decision Making
- Accounting
- Business Development
- Customer Relations
- Written Communication
- Negotiation
- Mentoring
- Documentation
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Problem Solving
- Sales
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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