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.
As applicable, experience with syndications, asset-based lending, capital structure finance, leveraged lending, trade finance and/or other specialty lending....
the following: work experience, training, military experience, education Desired qualifications: Comprehensive knowledge and understanding of core banking products and services, such as commercial lending...
the following: work experience, training, military experience, education Desired qualifications: Comprehensive knowledge and understanding of core banking products and services, such as commercial lending...
Basic Qualifications - Master's degree in finance, accounting or other related field - 10 or more years of commercial lending experience - Three or more years of management experience Preferred Skills...
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...
Maintains and grows existing and new Public Sector deposit and lending relationships while providing superior customer service. 2....
Director, NA Visa Direct Cross Border Bank Account Manager
- San Francisco, CA
- 45+ days ago
- San Francisco, CA
- 45+ 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....
Demographic Data for California
Moving to California? Find some basic demographic data about California below.
Account Manager Online Courses and Training Opportunities
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
- 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
- Corporate Finance
- 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
- General Office Duties
- Business Development
- Accounting
- Customer Relations
- Written Communication
- Negotiation
- Documentation
- Mentoring
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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