Account Manager III (US)
Core
Internal sales role responsible for growing profit of the portfolio by deepening existing customer relationships and cross-selling products.
Role type
Senior Account Manager (Commercial Banking)
Builds
Commercial loan portfolio revenue and retention
Domain
Banking / Commercial Lending
Required skills
commercial credit decision process, credit analysis, financial analysis, accounting, commercial legal/regulatory knowledge, customer relationship management, supervisory skills, site visit auditing, loan administration
Preferred skills
technical guidance, training and mentoring, cross-selling, referral base building
Technologies
office equipment, management reports, review memos
Responsibilities
Administers and monitors largest portfolio of most complex commercial loans; Manages loan relationships within the portfolio; Build revenue to exceed growth goals for the portfolio through cross selling products to existing clients; Ensures accuracy within maintenance of Customer records, including credit administration and risk management; Prepares in-depth management reports summarizing portfolio activity; Provides technical guidance and assists staff with most complex aspects of work; Provides training and mentoring for new and less experienced staff; Contributes and provides input to loan decision processes based on evaluation of credit risk; Performs regular site visits to audit accounts and ensure adherence to loan agreements.
Seniority
Senior, hands-on IC