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.
Commercial Banking Relationship Manager - Birmingham, AL
- Birmingham, AL
- 2 hours ago
- Birmingham, AL
- 2 hours ago
policies and lending practices....
Corporate Banking Relationship Manager EverBank - Olympia, WA 98507 Posted: 3/12/2025 - Expires: 5/11/2025 Job ID: 286547942 Apply Now I have already applied Save Job Print Email Share Job...
Nice to have: Experience with Asset Based Lending and Cash Flow lending, Owner occupied real estate loans (within C&I) experience is a plus....
Community Banking Relationship Manager - Lewiston
- Lewiston, ID
- 14 hours ago
- Lewiston, ID
- 14 hours ago
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...
companies within the industry including manufacturers, wholesalers, retailers, distributors, importers, and service companies providing them with wide variety of products and services to meet the lending...
Originate, structure, and execute transactions related to investment banking, traditional corporate lending and/or other credit related and cross-sell products....
Corporate Banking Relationship Manager - Diverse Segments CIB
- Charlotte, NC
- 4 days ago
- Charlotte, NC
- 4 days ago
Originate, structure, and execute transactions related to investment banking, traditional corporate lending and/or other credit related and cross-sell products....
Senior Commercial Banking Relationship Manager
- Conshohocken, PA
- 4 days ago
- Conshohocken, PA
- 4 days ago
the following: work experience, training, military experience, education Desired Qualifications: Comprehensive knowledge and understanding of core banking products and services, such as commercial lending...
investment management products and trust services Prepare and deliver client presentations Manage a portfolio of more than $10,000,000 and more than 100 relationships Make decisions within assigned lending...
Corporate Banking Relationship Manager - AssociateNew York, United States of America Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence,...
Familiarity with banking systems is crucial, particularly with transitioning to the recently implemented Abrigo software; while experience with Abrigo is not mandatory, having similar Loan Origination...
GardaWorld IS NOW HIRING Role : Security Portfolio Manager Location : Mitchellville, MD (Remote) Compensation: $79,040.00 / Year Benefits: Health, vision, dental, 401k, auto allowance $750/month...
Vice President, USA Corporate Banking Relationship Manager
- New York, NY
- 6 days ago
- New York, NY
- 6 days ago
Vice President, USA Corporate Banking Relationship Manager in New York , New York Perform client management, transaction execution and portfolio management in structured lending, markets related transactions...
Managing Director - Commercial Middle Market Banking Relationship Manager
- New York, NY
- 6 days ago
- New York, NY
- 6 days ago
Knowledge of banking regulations, lending policies, procedures and techniques and well demonstrated understanding of loan risk factors a plus....
Responsibilities Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert....
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 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
- Corporate Communications
- Product Support
- Commercial Sales
- Digital Content
- Management Consulting
- Consumer Lending
- Loan Documentation
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Commercial Lending
- Loan Processing
- Automated Clearing House
- Private Banking
- OFAC
- Credit Underwriting
- Treasury
- Loan Servicing
- Credit Analysis
- Treasury Management
- Foreign Exchange
- Cash Flow Analysis
- Financial Services
- Anti-Money Laundering
- Capital Markets
- Underwriting
- Investment Banking
- Financial Statements
- Investment Management
- Portfolio Management
- Resolution
- Real Estate
- Referrals
- Customer Satisfaction
- Relationship Management
- General Office Duties
- Strategy Development
- Finance
- Business Development
- Accounting
- Customer Relations
- Prioritizing
- Negotiation
- Written Communication
- Mentoring
- Documentation
- Sales
- Regulations
- Multitasking
- Policy Development
- Microsoft Excel
- Problem Solving
- Microsoft Word
- Staff Supervision
- Organization
- Customer Service
- Computer Skills
- 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 »