Account Manager Jobs in Wisconsin
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.
Lead Commercial Banking Relationship Manager - Emerging Middle Markets
- Madison, WI
- 30+ days ago
- Madison, WI
- 30+ 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...
Senior Lead Commercial Banking Relationship Manager
- Madison, WI
- 30+ days ago
- Madison, WI
- 30+ days ago
relevant systems Strategically support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks Partner with Commercial Lending...
Director - Commercial Banking Relationship Manager
- Milwaukee, WI
- 30+ days ago
- Milwaukee, WI
- 30+ days ago
Application Deadline: 03/27/2025 Address: 790 N Water Street Job Family Group: Commercial Sales & Service We are seeking a Director level Senior Relationship manager in our Diversified Industries...
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 Wisconsin
Moving to Wisconsin? Find some basic demographic data about Wisconsin below.
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Title Synonyms
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Salary for Account Manager Jobs in Wisconsin
Required or preferred licenses and certifications for Account Manager positions.
Highest Education Level
Account Managers in Wisconsin 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
- 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
- Balance Sheets
- 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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