Account Executive Jobs in California
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.
Financial Services Account Manager, North American FSI, Insurance
- Irvine, CA
- 1 day ago
- Irvine, CA
- 1 day ago
Would you like to be part of a team focused on increasing adoption of Amazon Web Services by developing FSI customers in the insurance industry? Do you have the business savvy and the technical...
Lead Commercial Banking Relationship Manager
- San Francisco, CA
- 2 days ago
- San Francisco, CA
- 2 days ago
relevant systems Strategically support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks Partner with Commercial Lending...
Retail Global Corporate Banking - Relationship Manager - Payments - Vice President
- Palo Alto, CA
- 6 days ago
- Palo Alto, CA
- 6 days ago
executive management experience Experience managing complex clients Demonstrated ability to grow and expand relationships with Fortune 500 caliber clients Experience and comfort level working with...
Experience with syndications, asset-based lending, capital structure finance, leveraged lending, enterprise value lending, and trade finance....
Commercial Banking Relationship Manager - San Francisco, CA
- San Francisco, CA
- 60+ days ago
- San Francisco, CA
- 60+ days ago
Qualifications: Requires a Bachelor's and 8+ years experience with commercial or credit associated lending, credit, underwriting, or other directly related experience....
Public Sector Banking Relationship Manager
- Los Angeles, CA
- 90+ days ago
- Los Angeles, CA
- 90+ days ago
Maintains and grows existing and new Public Sector deposit and lending relationships while providing superior customer service. 2....
Demographic Data for California
Moving to California? Find some basic demographic data about California below.
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Title Synonyms
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Salary for Account Executive Jobs in California
Required or preferred licenses and certifications for Account Executive positions.
Highest Education Level
Account Executives in California 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
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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