Sr Account Manager, Banking
Core
Acts as initial contact for complex client inquiries and assists bankers with internal administration, business development, and credit underwriting for wealth management clients.
Role type
Senior Account Manager (Banking)
Builds
Complex banking solutions including treasury management and credit facilities for new and existing wealth management clients.
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Knowledge of banking products and services, knowledge of internal banking functions, analytical skills, problem solving, organizational skills
Preferred skills
5+ years experience in financial servicing or accounting fields with client servicing background
Responsibilities
Create and implement complex banking solutions, assist with credit underwriting and due diligence, coordinate transaction processing and account administration, develop action plans for client servicing, communicate account status and loan information, identify service efficiency enhancements.
Seniority
Senior, hands-on IC