Account Manager Jobs in California
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.
companies within the industry including manufacturers, wholesalers, retailers, distributors, importers, and service companies providing them with wide variety of products and services to meet the lending...
Commercial Banking Relationship Manager - Los Angeles, CA
- Los Angeles, CA
- 3 days ago
- Los Angeles, CA
- 3 days ago
policies and lending practices....
Director, NA Visa Direct Cross Border Bank Account Manager
- San Francisco, CA
- 15 days ago
- San Francisco, CA
- 15 days ago
We are seeking an experienced Bank Account Manager who can develop and drive critical growth initiatives, both regionally and globally, in a complex, matrixed environment....
Private Banking Relationship Manager - Palm Desert, CA
- Palm Desert, CA
- 18 days ago
- Palm Desert, CA
- 18 days ago
Qualifications: Requires a Bachelor's and 6+ years' 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...
Commercial Banking Relationship Manager - San Francisco, CA
- San Francisco, CA
- 45+ days ago
- San Francisco, CA
- 45+ days ago
Qualifications: Requires a bachelor's degree and 8+ years' experience with commercial lending, credit, underwriting, or other directly related experience....
VP/Director - Commercial Banking Relationship Manager
- Palo Alto, CA
- 45+ days ago
- Palo Alto, CA
- 45+ days ago
Application Deadline: 03/27/2025 Address: 95 S. Market St. Job Family Group: Commercial Sales & Service We are seeking a Vice President or Director level Senior Relationship manager in our...
VP/Director - Commercial Banking Relationship Manager
- San Jose, CA
- 45+ days ago
- San Jose, CA
- 45+ days ago
Application Deadline: 03/27/2025 Address: 95 S. Market St. Job Family Group: Commercial Sales & Service We are seeking a Vice President or Director level Senior Relationship manager in our...
Maintains and grows existing and new Public Sector deposit and lending relationships while providing superior customer service. 2....
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 Manager Jobs in California
Required or preferred licenses and certifications for Account Manager positions.
Highest Education Level
Account Managers in California offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Account Manager position
- Employee Retention
- Corporate Communications
- Product Support
- Commercial Sales
- Digital Content
- Management Consulting
- 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
- 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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