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.
Special Assets/Portfolio Manager - BANKING (temporary position)
- Houston, TX
- 15 hours ago
- Houston, TX
- 15 hours ago
100% IN OFFICE ROLE IN HOUSTON, TX - CANDIDATES MUST LIVE IN HOUSTON. PLEASE DO NOT APPLY IF YOU DO NOT CURRENTLY LIVE IN HOUSTON!***** *****MUST NOT BE CURRENTLY EMPLOYED AND AVAILABLE TO START A...
Follow us on LinkedIn RESPONSIBILITIES: The Account Executive is responsible for fostering relationships with our Financial Institution (FI) partners....
Follow us on LinkedIn ( RESPONSIBILITIES: The Account Executive is responsible for fostering relationships with our Financial Institution (FI) partners. + Manage and prioritize soft leads from financial...
Commercial Banking Relationship Manager - Middle Market
- Seattle, WA
- 16 hours ago
- Seattle, WA
- 16 hours ago
Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our...
client needs and matching the bank's capabilities to meet these needs * Work with Management on loan structure, pricing, and other product/services for clients * Maintain a thorough knowledge of bank's lending...
Follow us on LinkedIn RESPONSIBILITIES: The Account Executive is responsible for fostering relationships with our Financial Institution (FI) partners....
Remote WorkCorporate Banking Relationship Manager (Miami)
- Miami Lakes, FL
- 2 days ago
- Miami Lakes, FL
- 2 days ago
Prepares lending activity reports for department management....
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...
Senior Lead Commercial Banking Relationship Manager IRE
- Louisville, KY
- 2 days ago
- Louisville, KY
- 2 days ago
in-market network with demonstrated knowledge of the Nashville metro area and the primary MSAs within Kentucky & Tennessee Ability to structure and execute complex financial transactions including lending...
Approve loans and other banking transactions within lending authority....
Basic Qualifications: Bachelor's degree or equivalent (10 year of education and Business Banking/ Commercial lending experience) 10+ years of Business Banking/Commercial Banking experience Preferred...
Remote WorkExperience with lending, credit, treasury management, sales, financial analysis. 12+ years....
Corporate Banking Relationship Manager** The Corporate Banking Relationship Manager will develop and manage relationships with high value business clients. This senior banker will self-source and...
About Working at Commerce Building a career here is more than just steps on a ladder. Its about helping people find financial safety and success, helping businesses thrive, and making sure people...
Familiarity with federal and state laws and regulations related to commercial lending and appraisal guidelines....
Account Executive Online Courses and Training Opportunities
Title Synonyms
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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
- Personal Banker
- Employee Retention
- Presentation
- Flexibility
- Goal Oriented
- Client Relationships
- Closing Skills
- Compensation and Benefits
- Lending
- BSA
- Loan Documentation
- Commercial Banking
- Commercial Lending
- Loan Processing
- Credit Underwriting
- Private Banking
- Cross Selling
- Treasury
- Treasury Management
- Credit Analysis
- Financial Services
- Branch Management
- Loan Servicing
- Cash Flow Analysis
- Investment Banking
- Underwriting
- Capital Markets
- Financial Statements
- Payment Processing
- Portfolio Management
- Real Estate
- Customer Satisfaction
- Referrals
- Relationship Management
- Finance
- Closing
- Customer Relations
- Accounting
- Business Development
- Negotiation
- Written Communication
- Mentoring
- Documentation
- Bachelor's Degree
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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