Account Manager Jobs in Green Bay, WI
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.
Overview The Private Banking Relationship Manager (PBRM) is responsible for proactive business development while managing an existing portfolio of private banking clients. Position is accountable...
Demographic Data for Green Bay, WI
Moving to Green Bay, WI? Find some basic demographic data about Green Bay, WI below.
Account Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Account Manager Jobs in Green Bay, WI
Required or preferred licenses and certifications for Account Manager positions.
Highest Education Level
Account Managers in Green Bay, WI 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
- General Office Duties
- Business Development
- Accounting
- Customer Relations
- Decision Making
- Written Communication
- Negotiation
- Documentation
- Mentoring
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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