Primesoft Homepage

Account Executive I

Type:

Perm position

Location:

Hybrid/Washington, DC, US

Requirement ID:

1677

Setup:

Apply to:

Diane Katz

diane.katz@primesoftinc.com

561-573-1581

Purpose of Position

One of our Financial Clients seeks an Account Executive to provide outstanding client service and support within the Commercial Banking division.

Essential Job Functions

Act as day-to-day relationship manager for assigned client portfolio
Ensure respective Commercial Bankers are well informed of client issues, request and opportunities for growth
Serve as primary point of contact for assigned clients; liaising with other areas of the bank to resolve client issues
Consult with clients to make appropriate recommendations on product, services and fee structures
Participate in sales process as requested by Commercial Bankers offering sales support, product expertise, product demonstrations and pro forma analyses
Deepen relationships by taking a consultative approach to client needs both from a product and service perspective
Maintain accurate client records through a central repository of shared drives or databases
Complete monthly or annual audit reviews as required for select products and services
Review and decision of daily overdraft and other account reports; escalate issues to management as needed
Maintain compliance with all bank policies, procedures and regulations
For new clients, provide and implement flawless account transition services from the incumbent bank to Amalgamated Bank including account opening, cash management service enrollment, and online banking training
Demonstrate a superior level of product acumen and attention to detail
Timely escalation to management and Commercial Bankers of client concerns or issues
Work remotely and be accessible nights and weekends for VIP client inquiries
Work independently and effectively manage multiple priorities
Respond to internal and external clients in a timely fashion
Perform other duties as directed

Knowledge, Skills and Experience Requirements

Bachelor's degree or equivalent experience
Minimum 2+ years of experience in client facing roles
Ability to accurately understand and audit financial statements
Ability to work and adapt to a fast paced, evolving work environment
Strong attention to detail and accuracy
Robust knowledge of Microsoft Office software package (Word, Excel, Outlook)
Exceptional verbal, written communication and interpersonal skills

Account Executive I

Purpose of Position

Essential Job Functions

Knowledge, Skills and Experience Requirements

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