Account Executive Jobs in Dallas, TX
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.
Expect more. Connect more. Be more at Diebold Nixdorf. Our teams automate, digitize, and transform the way more than 75 million peoplearound the globebank and shop in thishyper-connected,...
Remote WorkRelationship Manager II, you will ensure the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients, while cross-sell lending...
Demographic Data for Dallas, TX
Moving to Dallas, TX? Find some basic demographic data about Dallas, TX below.
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Title Synonyms
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Salary for Account Executive Jobs in Dallas, TX
Required or preferred licenses and certifications for Account Executive positions.
Highest Education Level
Account Executives in Dallas, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Account Executive position
- Market Planning
- Corporate Communications
- Client Relationships
- Digital Content
- Management Consulting
- Value Proposition Development
- Lending
- Loan Documentation
- BSA
- Commercial Banking
- Automated Clearing House
- Commercial Lending
- Loan Processing
- Private Banking
- OFAC
- Cross Selling
- Credit Underwriting
- Mortgage Processing
- Treasury
- Treasury Management
- Credit Analysis
- Foreign Exchange
- Cash Flow Analysis
- Financial Services
- Anti-Money Laundering
- Loan Servicing
- Capital Markets
- Underwriting
- Investment Banking
- Financial Statements
- Portfolio Management
- Resolution
- Real Estate
- Customer Satisfaction
- Referrals
- Finance
- Relationship Management
- Strategy Development
- Closing
- Business Development
- Accounting
- Customer Relations
- Retail
- Written Communication
- Prioritizing
- 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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