Senior Account Manager, Banking
Core
Acts as initial contact for complex client inquiries, assists in creating banking solutions (including treasury management), and coordinates daily transaction activity and credit underwriting processes for wealth management clients.
Role type
Senior Account Manager (Banking)
Builds
Complex banking solutions and treasury management services for new and existing wealth management clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Knowledge of banking products and services, analytical skills, problem solving, organizational skills, credit underwriting knowledge, loan agreement monitoring
Preferred skills
Experience in financial servicing or accounting fields
Technologies
None stated
Responsibilities
Act as initial contact for complex client inquiries, assist with creating and implementing complex banking solutions, coordinate daily client transaction activity and processing, act as liaison with National Credit Center for credit underwriting, oversee development of client servicing action plans, identify service efficiency enhancements, communicate regularly with clients regarding account status and loans, develop working knowledge of loan agreements and financial statements
Seniority
Senior, 5+ years experience