Account Executive Assistant
Core
Provide analytical, administrative, and risk management support to an Account Executive by overseeing a portfolio of clients, managing credit applications, and maintaining credit data integrity.
Role type
Account Executive Assistant (Commercial Banking)
Builds
Client relationships and credit facilities within the Commercial and Corporate Banking division
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
credit risk assessment, client relationship management, sales pipeline management, compliance adherence, transaction monitoring, reporting, lead generation
Preferred skills
net profit growth strategy, service level agreement tracking, personal development planning
Technologies
banking systems, credit application systems
Responsibilities
Manage the credit application process and maintain credit data integrity; Monitor process turnaround times and resolve client issues; Manage existing clients and grow the portfolio through lead generation; Administer and complete daily activities efficiently; Check transactions daily to ensure timely closure of new business applications; Provide regular reports on service delivery against SLAs and customer targets.