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.
As applicable, experience with syndications, asset-based lending, capital structure finance, leveraged lending, trade finance and/or other specialty lending....
Senior Lead Commercial Banking Relationship Manager
- San Diego, CA
- 3 days ago
- San Diego, CA
- 3 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...
the following: work experience, training, military experience, education Desired qualifications: Comprehensive knowledge and understanding of core banking products and services, such as commercial lending...
Basic Qualifications - Master's degree in finance, accounting or other related field - 10 or more years of commercial lending experience - Three or more years of management experience Preferred Skills...
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...
Maintains and grows existing and new Public Sector deposit and lending relationships while providing superior customer service. 2....
Director, NA Visa Direct Cross Border Bank Account Manager
- San Francisco, CA
- 45+ days ago
- San Francisco, CA
- 45+ 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...
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
- 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
- Underwriting
- Investment Banking
- Financial Statements
- Investment Management
- Financial Planning
- Portfolio Management
- Resolution
- Real Estate
- Customer Satisfaction
- Referrals
- Relationship Management
- Finance
- Strategy Development
- General Office Duties
- Business Development
- Accounting
- Customer Relations
- Decision Making
- Written Communication
- Negotiation
- Documentation
- Mentoring
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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