Client Account Executive Specialist

Farmington, Connecticut
Mar 02, 2017
May 01, 2017
Banking, Insurance
Employer Type
Direct Employer
Employment Type
Full Time

Non-Officer/Non-Exempt Position

Position Summary:

The Client Account Executive Specialist role is responsible to manage a deposit portfolio for small and middle market businesses who primarily work in the insurance industry and are located throughout 50 states. Account Executives are responsible for strategically developing, qualifying, and closing opportunities with assigned accounts. This role also requires a wide range of support for deposit operations and is responsible for working with internal and external customers via phone and email.

The position requires attention to detail, high standard of excellence, solid communication and organizational skills with a strong ability to multi-task.  The ability to work well independently and within a team environment is essential to this role.

Essential Functions & Responsibilities:

  • Primary responsibilities include providing comprehensive cash management solutions, cross-sell bank products, onboarding new clients
  • Demonstrating ability to listen and respond, being flexible, and thinking in terms of developing a solution to an emerging customer problem
  • Increase profitability and build customer loyalty by proactively identifying new opportunities and delivering innovative solutions that continue to add value within the assigned client portfolio
  • Develop account relationships with contacts at multiple levels within customer organizations
  • Achieve weekly, monthly and annual activity goals, while supporting bank-wide goals
  • Ability to work independently while making sound business decisions with a well-developed sense of urgency and follow through from call handle time to after call follow up
  • Partner with internal operations teams to create solutions based on customer needs, including appropriate pricing strategies, solution implementation and future customer growth potential
  • Assist with customers’ online banking and remote deposit inquiries and troubleshoot as needed
  • Demonstrate good working knowledge of banking products and services
  • Ensure that all bank’s policies and procedures, code of conduct and regulatory guidelines are adhered to at all time
  • Operational responsibilities include, but are not limited to; processing wire transfers, ACH, foreign drafts, deposits/payments and overdrafts. Reactivation of dormant accounts, processing returned deposited items, maintenance verification, and inputting new customer and file maintenance information for deposit accounts on the bank systems. Account reconciliation for overnight sweep accounts, preparing necessary agreements and forms that adhere to compliance requirements related to depository accounts and services.

Qualifications Required:

  • Bachelors Degree in Business Administration or related field
  • Minimum two years banking and or sales experience
  • Proficient in using Excel, Word, Outlook and other applicable software
  • Excellent verbal and written communication skills
  • Attention to detail and strong analytical ability
  • Ability to build strong customer relationships
  • Passion for sales, and a drive and work ethic to succeed
  • Ability to work independently and in a group environment
  • Enthusiastic, persistent and confident approach
  • Strong ability to persuade, motivate and influence others

Success factors/job competencies:

  • Ability to work well independently and with others
  • High degree of accuracy and attention to detail
  • Strong communication skills, written and verbal
  • Organizational and time management skills
  • Strong knowledge of bank services and products