Account Executive Jobs in Texas
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.
Responsibilities Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert....
Executive(s) to define account priorities and achieve the annual plan Partner with Visa Direct cross-border commercialization team to develop the go-to-market strategy and ensure we have the right...
Corporate Banking Relationship Manager-- Insurance time type Full time posted on Posted 4 Days Ago job requisition id JR103241 Texas Capital is built to help businesses and their leaders. Our...
Blood Banking Account Specialist II - San Antonio, TX
- Austin, TX
- 30+ days ago
- Austin, TX
- 30+ days ago
Would you like to join an international team working to improve the future of healthcare? Do you want to enhance the lives of millions of people? Grifols is a global healthcare company that since...
Blood Banking Account Specialist II - San Antonio, TX
- San Antonio, TX
- 30+ days ago
- San Antonio, TX
- 30+ days ago
Would you like to join an international team working to improve the future of healthcare? Do you want to enhance the lives of millions of people? Grifols is a global healthcare company that since...
Senior Private Banking Relationship Manager - Houston TX
- Houston, TX
- 30+ days ago
- Houston, TX
- 30+ days ago
Qualifications: Requires a Bachelor's and some 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...
Demographic Data for Texas
Moving to Texas? Find some basic demographic data about Texas below.
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Salary for Account Executive Jobs in Texas
Required or preferred licenses and certifications for Account Executive positions.
Highest Education Level
Account Executives in Texas 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
- 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
- Balance Sheets
- 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
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