Account Executive Jobs in Phoenix, AZ
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.
Commercial Banking Relationship Manager
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 8 hours ago
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 8 hours ago
Working knowledge of AG commercial loans, credit analysis and lending 7 years of Commercial Banking experience or equivalent, required....
Corporate Banking Relationship Manager - Phoenix (AZ)
- Phoenix, AZ
- 90+ days ago
- Phoenix, AZ
- 90+ days ago
Qualifications: A four-year college degree in business, accounting, or finance is strongly preferred with 8+ years of direct commercial lending in C&I, or other complex commercial lending....
Demographic Data for Phoenix, AZ
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Title Synonyms
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Salary for Account Executive Jobs in Phoenix, AZ
Required or preferred licenses and certifications for Account Executive positions.
Highest Education Level
Account Executives in Phoenix, AZ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Account Executive position
- Market Planning
- Employee Retention
- Corporate Communications
- Client Relationships
- Digital Content
- Management Consulting
- 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
- Balance Sheets
- Underwriting
- Investment Banking
- Financial Statements
- Investment Management
- Portfolio Management
- Resolution
- Real Estate
- Customer Satisfaction
- Referrals
- Relationship Management
- Finance
- Strategy Development
- Closing
- Business Development
- Accounting
- 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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