Account Manager
Core
Manage end-to-end relationships for a portfolio of financial institution customers, serving as the central liaison for account management, opening, and maintenance within the Federal Reserve System.
Role type
Senior Account Manager (Financial Services)
Builds
Master accounts and Federal Reserve financial services for second district customers
Domain
Banking / Financial Services / Federal Reserve Operations
Deliverable
client delivery
Required skills
Customer relationship management, stakeholder collaboration, policy guidance, process ownership, analytical reporting, project management, risk management understanding, technical proficiency (Excel, Tableau, Salesforce)
Preferred skills
BSA/AML and OFAC Compliance background, project management methodologies
Technologies
Word, Visio, PowerPoint, Excel, Access, SharePoint Online, Tableau, SalesForce, Launchpad Pro
Responsibilities
Manage end-to-end relationships for a portfolio of customers; Collaborate with internal and external stakeholders to execute business initiatives; Provide guidance on Federal Reserve account and financial services policies; Own end-to-end processes for account opening and maintenance; Prepare written reports synthesizing analyses; Lead bi-weekly stakeholders' meetings on account access reviews; Provide peer reviews and resolve complex account-related problems; Support quarterly Board Database reporting and ad-hoc querying; Administer the Account Request Tool (ART); Engage stakeholders for Compliance Testing/Risk/Audit review; Manage projects within the role.
Seniority
Senior, hands-on IC
