Account Executive Jobs in Texas
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.
Special Assets/Portfolio Manager - BANKING (temporary position)
- Houston, TX
- 18 hours ago
- Houston, TX
- 18 hours ago
100% IN OFFICE ROLE IN HOUSTON, TX - CANDIDATES MUST LIVE IN HOUSTON. PLEASE DO NOT APPLY IF YOU DO NOT CURRENTLY LIVE IN HOUSTON!***** *****MUST NOT BE CURRENTLY EMPLOYED AND AVAILABLE TO START A...
Follow us on LinkedIn RESPONSIBILITIES: The Account Executive is responsible for fostering relationships with our Financial Institution (FI) partners....
Dell Financial Services Account Manager 1 - Small Business
- Round Rock, TX
- 9 days ago
- Round Rock, TX
- 9 days ago
Executives and teams Take the first step towards your dream career Every Dell Technologies team member brings something unique to the table....
Sr. Private Banking Relationship Manager - Downtown Houston TX
- Houston, TX
- 14 days ago
- Houston, TX
- 14 days ago
. + Proven success in private banking, lending, or other directly related experience in financial services. + Strong knowledge of banking products, credit structuring, and relationship 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...
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...
Qualifications: Requires a Bachelor's and 7+ years experience with lending, sales, banking products and services, or other directly related experience....
In addition, minimum five years management experience preferably in managing lenders....
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...
Demographic Data for Texas
Moving to Texas? Find some basic demographic data about Texas 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 Texas
Required or preferred licenses and certifications for Account Executive positions.
Highest Education Level
Account Executives in Texas 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
- Goal Oriented
- Client Relationships
- Closing Skills
- Compensation and Benefits
- Lending
- BSA
- Loan Documentation
- Commercial Banking
- Commercial Lending
- Loan Processing
- Credit Underwriting
- Private Banking
- Cross Selling
- Treasury
- Treasury Management
- Credit Analysis
- Financial Services
- Branch Management
- Loan Servicing
- Cash Flow Analysis
- Investment Banking
- Underwriting
- Capital Markets
- Financial Statements
- Payment Processing
- Portfolio Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Finance
- Closing
- Customer Relations
- Accounting
- Business Development
- Negotiation
- Written Communication
- Mentoring
- Documentation
- Bachelor's Degree
- Regulations
- Reporting
- 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 »