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.
Client Relationship Manager-Banking & Financial Services Overview Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the...
Government Banking Relationship Manager III (New England Territory)
- Burlington, VT
- moments ago
- Burlington, VT
- moments ago
Work Location: Portland, Maine, United States of America Hours: 40 Pay Details: $110,760 - $178,880 USD TD is committed to providing fair and equitable compensation opportunities to all...
Technical Account Manager - Bank of America Account Team
- Berkeley Heights, NJ
- 3 hours ago
- Berkeley Heights, NJ
- 3 hours ago
Calling all innovators find your future at Fiserv. Were Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial...
Corporate Banking Relationship Manager III
- Coral Gables, FL
- 3 hours ago
- Coral Gables, FL
- 3 hours ago
Approve loans and other banking transactions within lending authority....
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...
Summary The Regional Banking Client Manager is responsible for the onboarding of new business banking customers and managing the on-going relationship to ensure quality control and a Simply the...
Remote WorkPrepares lending activity reports for department management....
Client Relationship Manager-Banking & Financial Services Overview Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the...
Regional Banking Relationship Manager Senior
- Mount Prospect, IL
- 14 hours ago
- Mount Prospect, IL
- 14 hours ago
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 Workpolicies and lending practices....
Description Summary The Regional Banking Client Manager is responsible for the onboarding of new business banking customers and managing the on-going relationship to ensure quality control and a...
Remote WorkAt U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Convert lending and advisory relationships to wealth management relationships....
The Regional Banking Relationship Manager III is responsible for acquiring new business relationships to Huntington and the continued development and deepening of the relationships with existing...
Remote Workthe following: work experience, training, military experience, education Desired Qualifications: Comprehensive knowledge and understanding of core banking products and services, such as commercial lending...
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
- Employee Retention
- Corporate Communications
- Product Support
- Digital Content
- Lending
- Loan Documentation
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Commercial Lending
- Automated Clearing House
- Private Banking
- Loan Processing
- OFAC
- Credit Underwriting
- Treasury
- Wealth Management
- Loan Servicing
- Credit Analysis
- Treasury Management
- Foreign Exchange
- Cash Flow Analysis
- Wire Transfers
- Financial Services
- Corporate Finance
- Anti-Money Laundering
- Capital Markets
- Underwriting
- Investment Banking
- Financial Statements
- Investment Management
- Portfolio Management
- Resolution
- Real Estate
- Referrals
- Customer Satisfaction
- Relationship Management
- General Office Duties
- Strategy Development
- Finance
- Business Development
- Accounting
- Customer Relations
- Prioritizing
- Negotiation
- Written Communication
- Mentoring
- Documentation
- Sales
- Regulations
- Policy Development
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Microsoft Word
- Staff Supervision
- Organization
- Customer Service
- Computer Skills
- Leadership
- Communication Skills
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