Account Manager Jobs in New York
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.
Corporate Banking Relationship Manager, Executive Director
- New York, NY
- 13 hours ago
- New York, NY
- 13 hours 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...
Experience with lending, credit, treasury management, sales, financial analysis. 12+ years....
policies and lending practices....
Finance, Economics, or Marketing 5-6 years of account relationship management experience Experience consistently delivering strong sales performance Comprehensive knowledge and understanding of C & I lending...
Prepares lending activity reports for department management....
Corporate Advisory and Banking Relationship Manager
- New York, NY
- 30+ days ago
- New York, NY
- 30+ days ago
Convert lending and advisory relationships to wealth management relationships....
Managing Director - Commercial Middle Market Banking Relationship Manager
- New York, NY
- 30+ days ago
- New York, NY
- 30+ days ago
Knowledge of banking regulations, lending policies, procedures and techniques and well demonstrated understanding of loan risk factors a plus....
Commercial Banking Relationship Manager - Ithaca, NY
- Ithaca, NY
- 30+ days ago
- Ithaca, NY
- 30+ days ago
Promote the Company's CRA requirements and policy; adhere to FDICIA and compliance procedures as they apply to the Company's lending activities....
Senior Lead Technology Banking Relationship Manager
- New York, NY
- 45+ days ago
- New York, NY
- 45+ days ago
and other credit related products Coordinate transactions with our credit, treasury management, foreign exchange, investment banking, capital markets, and asset-based lending groups Perform financial...
Demographic Data for New York
Moving to New York? Find some basic demographic data about New York below.
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 in New York
Required or preferred licenses and certifications for Account Manager positions.
Highest Education Level
Account Managers in New York 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
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 »