Account Manager, Banking
Core
Coordinate account administration, transaction processing, and client servicing for banking clients while assisting bankers with business development and client presentations.
Role type
Account Manager (Banking Operations & Client Servicing)
Builds
Daily transaction execution, client reports, and support for loan underwriting and account renewals.
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Banking products knowledge, transaction processing, credit underwriting support, compliance monitoring, report generation, client communication, loan documentation review
Preferred skills
Financial servicing/accounting background, business development support, process improvement
Technologies
Client online tools, business applications for relationship management
Responsibilities
Execute daily client transaction activity and processing; coordinate deposit operations and account openings; assist bankers with business development and client presentations; monitor loan documents and compliance requirements; generate formal reports and track account status; resolve client inquiries and service requests.
Seniority
Mid-level, hands-on IC
