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.
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...
Commercial Banking Relationship Manager - Los Angeles, CA
- Los Angeles, CA
- 3 days ago
- Los Angeles, CA
- 3 days ago
policies and lending practices....
Director, NA Visa Direct Cross Border Bank Account Manager
- San Francisco, CA
- 15 days ago
- San Francisco, CA
- 15 days ago
Executive(s) to define account priorities and achieve the annual planPartner with Visa Direct cross-border commercialization team to develop the go-to-market strategy and ensure we have the right value...
Private Banking Relationship Manager - Palm Desert, CA
- Palm Desert, CA
- 18 days ago
- Palm Desert, CA
- 18 days ago
Qualifications: Requires a Bachelor's and 6+ years' experience with lending, sales, banking products and services, or other directly related experience....
Basic Qualifications Master's degree in finance, accounting or other related field 10 or more years of commercial lending experience Preferred Skills/Experience Considerable knowledge and experience...
Commercial Banking Relationship Manager - San Francisco, CA
- San Francisco, CA
- 45+ days ago
- San Francisco, CA
- 45+ days ago
Qualifications: Requires a bachelor's degree and 8+ years' experience with commercial lending, credit, underwriting, or other directly related experience....
VP/Director - Commercial Banking Relationship Manager
- Palo Alto, CA
- 45+ days ago
- Palo Alto, CA
- 45+ days ago
Application Deadline: 03/27/2025 Address: 95 S. Market St. Job Family Group: Commercial Sales & Service We are seeking a Vice President or Director level Senior Relationship manager in our...
VP/Director - Commercial Banking Relationship Manager
- San Jose, CA
- 45+ days ago
- San Jose, CA
- 45+ days ago
Application Deadline: 03/27/2025 Address: 95 S. Market St. Job Family Group: Commercial Sales & Service We are seeking a Vice President or Director level Senior Relationship manager in our...
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
- 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
- Bachelor's Degree
- Sales
- Regulations
- Multitasking
- Policy Development
- Microsoft Excel
- Problem Solving
- Microsoft Word
- Staff Supervision
- Organization
- Customer Service
- Computer Skills
- Leadership
- Communication Skills
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