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
- 12 days ago
- Patton Logistics, Inc.
- Brentwood, TN
- 12 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...
Principal Commercial Banking Relationship Manager
- Scottsdale, AZ
- moments ago
- Scottsdale, AZ
- moments ago
systems Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks Partner with Commercial Lending...
Foreign Subsidiary Banking Relationship Manager, ICG
- Los Angeles, CA
- moments ago
- Los Angeles, CA
- moments ago
Basic Qualifications Master's degree, or equivalent work experience 10 or more years of commercial lending experience Preferred Skills/Experience Bilingual in Japanese is preferred Ability to travel...
Job Summary Veteran Preference Company Details Company First American Title Insurance Company Industry Consumer Lending Job Information Location Seattle, WA Website Job Type Full Time Employee Experience...
Remote WorkCommercial Banking Relationship Manager - San Francisco & Surrounding Areas CA
- San Francisco, CA
- 1 day ago
- San Francisco, CA
- 1 day ago
Qualifications: Requires a Bachelor's and 2+ years' experience with commercial or credit associated lending, credit, underwriting, or other directly related experience....
Lead Commercial Banking Relationship Manager
- Indianapolis, IN
- 2 days ago
- Indianapolis, IN
- 2 days ago
current in relevant systems Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks Partner with Commercial Lending...
Principal Corporate Banking Relationship Manager / Managing Director
- New York, NY
- 2 days ago
- New York, NY
- 2 days ago
About this role: The role of the Principal Corporate Banking Relationship Manager/ Managing Director will originate, evaluate and structure new financing opportunities to generate profitable CRE lending...
Who We Are Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth...
Remote WorkThe Team: We're seeking a dynamic Enterprise Account Executive to join our North America Enterprise Sales Team....
current in relevant systems Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks Partner with Commercial Lending...
Description About Us: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting...
Principal Commercial Banking Relationship Manager - Government
- Irving, TX
- 6 days ago
- Irving, TX
- 6 days ago
systems Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks Partner with Commercial Lending...
Qualifications More than 10 years of Commercial Lending experience. Has formal credit training by national or large regional bank....
relevant systems Strategically support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks Partner with Commercial Lending...
About this role: Wells Fargo is seeking a Relationship Manager (RM) in ABL and Factoring who is responsible for managing a portfolio of commercial clients who utilize asset-based lending and factoring...
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
- Customer Relationship Management
- Personal Banker
- Employee Retention
- Prospecting
- Presentation
- Client Relationships
- Total Rewards
- Relationship Management
- Lending
- Loan Documentation
- Credit Underwriting
- Commercial Banking
- BSA
- Commercial Lending
- Loan Processing
- Private Banking
- Cross Selling
- Treasury
- Mortgage Processing
- Foreign Exchange
- Credit Analysis
- Financial Services
- Treasury Management
- Loan Servicing
- Capital Markets
- Investment Banking
- Underwriting
- Financial Statements
- Portfolio Management
- Product Management
- Financial Analysis
- Real Estate
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Closing
- Strategy Development
- Finance
- Decision Making
- Accounting
- Business Development
- Customer Relations
- Written Communication
- Negotiation
- Mentoring
- Documentation
- Reporting
- Policy Development
- Bachelor's Degree
- Regulations
- Microsoft Excel
- Sales
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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