Account Manager Jobs
An Account Manager in the banking industry is essentially responsible for managing relationships with specific customers for the bank. They are in charge of a portfolio of clients and their duties include growing and retaining existing accounts by presenting new solutions and services to clients. They work closely with various business departments to maintain and increase client satisfaction. They also monitor the profit, loss, and liabilities of every client and ensure timely payment of loans and other financial obligations. Account Managers often set targets and then plan and initiate ways to meet those targets as well.
Key skills for this position include excellent communication and negotiation skills, proficiency in sales, customer service, and account management. They should also be able to multitask, prioritize, and manage time effectively. Relevant certifications such as Certified Financial Services Auditor (CFSA), Certified Bank Auditor (CBA), or Certified Fraud Examiner (CFE) are often preferred. Prior roles that could lead to a position as an Account Manager could be customer service representative, sales representative, or credit analyst in the banking industry.

- Patton Logistics, Inc.
- Brentwood, TN
- 9 days ago
- Patton Logistics, Inc.
- Brentwood, TN
- 9 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...
Leverage Team Support: Partner with your virtual team, including business development representatives, pre-sales, customer success, marketing managers, and partner managers, to drive success....
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
- 3 days ago
- Irving, TX
- 3 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...
Commercial Banking Relationship Manager III- Dealer Floorplan
- Newark, NJ
- 5 days ago
- Newark, NJ
- 5 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the banks high net worth private banking clients. Optimizes client relationships by positioning...
Commercial Banking Relationship Manager III- Dealer Floorplan
- Cherry Hill, NJ
- 6 days ago
- Cherry Hill, NJ
- 6 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Complies with bank policies and Federal/State regulations dealing with Commercial Lending. As necessary works with more experienced Banking Officers in handling more complex relationships....
Assist Relationship/ Account Managers (RM/AM) in identifying and negotiating deposit and current account activity pricing opportunities Prepare and present competitive, fulsome and professional proposals...
Executive Director, Corporate Banking Relationship Manager MNCs
- Atlanta, GA
- 9 days ago
- Atlanta, GA
- 9 days ago
provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending...
Executive Director, Corporate Banking Relationship Manager - MNC's
- Charlotte, NC
- 9 days ago
- Charlotte, NC
- 9 days ago
About this role: Wells Fargo is seeking an experienced Relationship Manager to help lead Multi-National Corporations (MNC) Subsidiary Coverage within Corporate & Investment Banking. Learn more...
Account Manager Online Courses and Training Opportunities
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Salary for Account Manager Jobs Nationwide
Required or preferred licenses and certifications for Account Manager positions.
Highest Education Level
Account Managers offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Account Manager 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
- Financial Planning
- Portfolio 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
- Sales
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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