Account Manager

Gulf Coast Bank & Trust•Minnetonka, MN

About The Position

The Account Manager manages all aspects of an assigned portfolio transferred from a Business Development Representative and serves as a resource to Sales. The role facilitates communication among Sales, Operations, Accounting, Titling, and customers, including initial and follow-up communications, closing procedures, customer service, and customer experience management. The Account Manager also develops relationships with clients and other referral sources to support referrals and generate new business.

Requirements

Bachelor’s degree or equivalent experience in an administrative, financial, or organizational area.
Adaptability, including flexibility, openness to new ideas, and the ability to respond effectively to pressure and workplace changes.
Dependability, including meeting commitments and attendance requirements, working independently, accepting accountability, and staying focused under pressure.
Initiative, including independently addressing problems, seeking responsibilities and learning opportunities, and generating ideas.
Productivity skills, including managing workload, priorities, deadlines, procedures, time, and information flow.
Attention to detail and accuracy, commitment to quality standards and continuous improvement, and ownership of quality issues.
Communication skills, including clear speaking, listening, seeking clarification, responding to questions, presenting numerical data, and interpreting written information.
Teamwork skills, including contributing to projects, exchanging ideas, helping prevent and resolve conflict, working effectively across departments, and building positive working relationships.
Ability to travel if required to perform essential job functions.
Ability to work under stress and meet deadlines.
Ability to read and interpret documents if required to perform essential job functions.
Ability to sit for prolonged periods at a desk and work on a computer.
Ability to lift, move, or carry approximately 15 pounds if required to perform essential job functions, subject to the accommodation language in the posting.

Responsibilities

Provide courteous, timely, and effective customer service to internal and external customers.
Maintain a positive customer experience by resolving concerns, auditing insurance, correcting charges, assisting with payoffs, and addressing other problems; serve as the main point of contact for current customers.
Manage customer and vendor relationships and communicate in a timely manner to support future business.
Manage an assigned portfolio by maintaining current knowledge of clients’ business operations, deal structures, and platforms, including customers, referrals, vendors, referral sources, and brokers.
Ensure all terms comply with the approved program structure; communicate changes across departments, ensure they are properly executed, and document them thoroughly.
Coordinate with co-workers, Underwriting, Sales, Accounting, Operations, Collections, and management to ensure effective portfolio management.
Work with the Operations Team to ensure daily procedures and workflow are consistent.
Communicate consistently and thoroughly with clients, keeping them informed of activity and providing the information needed to run their businesses.
Assist management and co-workers as needed, and cross-train or back up other positions within the division as needed.
Perform other duties as requested or assigned.