Account Executive Jobs
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.
Executive Director - Senior Lead Corporate Banking Relationship Manager, Banks
- Charlotte, NC
- 1 hour ago
- Charlotte, NC
- 1 hour ago
role, you will: Work as an advisor to more experienced leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for large corporate banking or specialized lending...
Corporate Banking Relationship Manager, Executive Director
- New York, NY
- 1 hour ago
- New York, NY
- 1 hour ago
Corporate Banking Relationship Manager, Executive DirectorNew York, United States of AmericaUSA Job Family Description: Identifies and pursues new sales prospects within existing or untapped...
All About All Heart Home Care: All Heart Home Health is a dedicated provider of quality care, committed to enhancing the lives of our clients. With a focus on compassion and professionalism, we...
If you thrive in knowing you can close on multiple types of opportunities in different aspects of commercial and consumer lending and can prioritize goals to fit both your personal and professional...
the following: work experience, training, military experience, education Desired qualifications: Comprehensive knowledge and understanding of core banking products and services, such as commercial lending...
Under the direction of the Manager, this role serves as the primary contact between Bank of Hawaii and their assigned clients and is responsible for the overall client relationship with the bank....
Description Summary: The Regional Banking Relationship Manager III is responsible for acquiring new business relationships to Huntington and the continued development and deepening of the...
Remote WorkWorks closely with Retail and Lending on the Banks utilization of SalesForce....
Early-Stage Technology Banker - Lead Commercial Banking Relationship Manager
- Boston, MA
- 2 days ago
- Boston, MA
- 2 days ago
current in relevant systems Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks Partner with Commercial Lending...
Majors in business, finance or economics helpful. 2-4+years in Commercial/Business Lending experience with proven relationship management skills....
Experience with lending, credit, treasury management, sales, financial analysis. 12+ years....
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...
the following: work experience, training, military experience, education Desired qualifications: Comprehensive knowledge and understanding of core banking products and services, such as commercial lending...
policies and lending practices....
policies and lending practices....
Account Executive Online Courses and Training Opportunities
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Salary for Account Executive Jobs Nationwide
Required or preferred licenses and certifications for Account Executive positions.
Highest Education Level
Account Executives offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Account Executive position
- Employee Retention
- Goal Oriented
- Client Relationships
- Lending
- Loan Documentation
- Commercial Banking
- BSA
- Commercial Lending
- Private Banking
- Loan Processing
- OFAC
- Credit Underwriting
- Mortgage Processing
- Treasury
- Treasury Management
- Credit Analysis
- Foreign Exchange
- Cash Flow Analysis
- Wealth Management
- Loan Servicing
- Financial Services
- Anti-Money Laundering
- Capital Markets
- Balance Sheets
- Underwriting
- Investment Banking
- Financial Statements
- Investment Management
- Financial Planning
- Portfolio Management
- Resolution
- Real Estate
- Customer Satisfaction
- Referrals
- Relationship Management
- Finance
- Strategy Development
- Business Development
- Accounting
- Customer Relations
- Written Communication
- Negotiation
- Documentation
- Mentoring
- Bachelor's Degree
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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