Account Executive Jobs in San Diego, CA
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.
Sign up to be notified as soon as new job listings are posted.
Demographic Data for San Diego, CA
Moving to San Diego, CA? Find some basic demographic data about San Diego, CA below.
Account Executive Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
Salary for Account Executive Jobs in San Diego, CA
Required or preferred licenses and certifications for Account Executive positions.
Highest Education Level
Account Executives in San Diego, CA 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
- Client Relationships
- Technology sales
- Compensation and Benefits
- Lending
- BSA
- Loan Documentation
- Credit Underwriting
- Commercial Banking
- Commercial Lending
- Loan Processing
- Private Banking
- Cross Selling
- Treasury
- Foreign Exchange
- Credit Analysis
- Financial Services
- Treasury Management
- Loan Servicing
- Cash Flow Analysis
- Underwriting
- Capital Markets
- Financial Statements
- Financial Planning
- Portfolio Management
- Goal Oriented
- Real Estate
- Referrals
- Customer Satisfaction
- Relationship Management
- Strategy Development
- Finance
- Accounting
- Customer Relations
- Business Development
- Written Communication
- Negotiation
- Mentoring
- Documentation
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Account Executive Related Career Advice Articles
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »