Client Executive - State National
Core
Develop, maintain, and manage a portfolio of strategic client relationships for financial institutions, serving as a trusted advisor to executive stakeholders.
Role type
Senior Client Executive (Account Management)
Builds
Strategic client programs and retention strategies for financial institution lending portfolios
Domain
Financial Services / Insurance / Lending
Deliverable
client delivery
Required skills
Strategic account management, executive stakeholder engagement, program implementation, financial analysis, business development support, CRM proficiency, negotiation, cross-functional liaison
Preferred skills
Credit union lending knowledge, collection processes, Collateral Protection Insurance, Property & Casualty Insurance, financial institution operations
Responsibilities
Manage designated client portfolio for service excellence and profitable growth; Conduct data-driven reviews of client profitability and recommend program adjustments; Facilitate full onboarding and implementation of new accounts; Support sales teams in pursuing new business opportunities; Act as liaison between clients and internal departments to resolve issues.
Seniority
Senior, hands-on IC