Account Manager Jobs
An Account Manager in the banking industry is essentially responsible for managing relationships with specific customers for the bank. They are in charge of a portfolio of clients and their duties include growing and retaining existing accounts by presenting new solutions and services to clients. They work closely with various business departments to maintain and increase client satisfaction. They also monitor the profit, loss, and liabilities of every client and ensure timely payment of loans and other financial obligations. Account Managers often set targets and then plan and initiate ways to meet those targets as well.
Key skills for this position include excellent communication and negotiation skills, proficiency in sales, customer service, and account management. They should also be able to multitask, prioritize, and manage time effectively. Relevant certifications such as Certified Financial Services Auditor (CFSA), Certified Bank Auditor (CBA), or Certified Fraud Examiner (CFE) are often preferred. Prior roles that could lead to a position as an Account Manager could be customer service representative, sales representative, or credit analyst in the banking industry.
Executive Director - Senior Lead Corporate Banking Relationship Manager, Banks
- Charlotte, NC
- 1 hour ago
- Charlotte, NC
- 1 hour ago
role, you will: Work as an advisor to more experienced leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for large corporate banking or specialized lending...
Corporate Banking Relationship Manager, Executive Director
- New York, NY
- 1 hour ago
- New York, NY
- 1 hour ago
Corporate Banking Relationship Manager, Executive DirectorNew York, United States of AmericaUSA Job Family Description: Identifies and pursues new sales prospects within existing or untapped...
We are currently interviewing for an experienced in-house Financial Account Manager to oversee the financial health of our various brands....
If you thrive in knowing you can close on multiple types of opportunities in different aspects of commercial and consumer lending and can prioritize goals to fit both your personal and professional...
the following: work experience, training, military experience, education Desired qualifications: Comprehensive knowledge and understanding of core banking products and services, such as commercial lending...
Under the direction of the Manager, this role serves as the primary contact between Bank of Hawaii and their assigned clients and is responsible for the overall client relationship with the bank....
Description Summary: The Regional Banking Relationship Manager III is responsible for acquiring new business relationships to Huntington and the continued development and deepening of the...
Remote WorkWorks closely with Retail and Lending on the Banks utilization of SalesForce....
Early-Stage Technology Banker - Lead Commercial Banking Relationship Manager
- Boston, MA
- 2 days ago
- Boston, MA
- 2 days ago
current in relevant systems Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks Partner with Commercial Lending...
Majors in business, finance or economics helpful. 2-4+years in Commercial/Business Lending experience with proven relationship management skills....
Experience with lending, credit, treasury management, sales, financial analysis. 12+ years....
Client Relationship Manager-Banking & Financial Services Overview Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the...
the following: work experience, training, military experience, education Desired qualifications: Comprehensive knowledge and understanding of core banking products and services, such as commercial lending...
policies and lending practices....
policies and lending practices....
Account Manager Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
Salary for Account Manager Jobs Nationwide
Required or preferred licenses and certifications for Account Manager positions.
Highest Education Level
Account Managers offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Account Manager 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
- Balance Sheets
- Underwriting
- Investment Banking
- Financial Statements
- Investment Management
- Financial Planning
- Portfolio Management
- Resolution
- Real Estate
- Customer Satisfaction
- Referrals
- Relationship Management
- Finance
- Strategy Development
- Business Development
- Accounting
- Customer Relations
- Written Communication
- Negotiation
- Documentation
- Mentoring
- Bachelor's Degree
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Account Manager Related Career Advice Articles
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »