Account Executive Jobs in Melville, NY
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.
Commerical Banking Relationship Manager - Jericho, NY
- Jericho, NY (7 miles from Melville, NY)
- 24 days ago
- Jericho, NY (7 miles from Melville, NY)
- 24 days ago
policies and lending practices....
Demographic Data for Melville, NY
Moving to Melville, NY? Find some basic demographic data about Melville, NY below.
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Title Synonyms
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Salary for Account Executive Jobs in Melville, NY
Required or preferred licenses and certifications for Account Executive positions.
Highest Education Level
Account Executives in Melville, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Account Executive position
- Market Planning
- Employee Retention
- Prioritizing
- Corporate Communications
- Client Relationships
- Business Strategy
- Go-to-Market Strategy
- Digital Content
- Management Consulting
- Value Proposition Development
- Lending
- Loan Documentation
- BSA
- Commercial Banking
- Automated Clearing House
- Commercial Lending
- Credit Underwriting
- Loan Processing
- Private Banking
- OFAC
- Mortgage Processing
- Treasury
- Treasury Management
- Credit Analysis
- Foreign Exchange
- Cash Flow Analysis
- Financial Services
- Loan Servicing
- Capital Markets
- Underwriting
- Financial Statements
- Portfolio Management
- Client Services
- Resolution
- Real Estate
- Customer Satisfaction
- Referrals
- Finance
- Relationship Management
- Strategy Development
- Closing
- Business Development
- Accounting
- Customer Relations
- Retail
- Written Communication
- Negotiation
- Documentation
- Mentoring
- Interpersonal Skills
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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