Account Manager

KLC Financial•Minnetonka, MN

About The Position

The Account Manager manages all aspects of an assigned portfolio transferred from a Business Development Representative. Serving as a resource to Sales and a key communication link among Sales, Operations, Accounting, Titling, and customers, the Account Manager handles initial and follow-up communications, closing procedures, customer service, and customer experience management. The role also develops client and referral-source relationships to support referrals and new business. The Account Manager is the main point of contact for current customers and manages an assigned portfolio that includes approximately 25 top-priority accounts and more than 100 accounts in total. The position requires current knowledge of clients’ business operations, deal structures, and platforms, as well as ongoing coordination with internal departments to ensure portfolio activity is handled effectively and consistently. The position may involve travel if required to perform essential job functions, working under stress and meeting deadlines, prolonged sitting and computer use, and lifting or carrying approximately 15 pounds if required. The employer states it will accommodate an employee who cannot meet the lifting requirement when doing so would not cause undue hardship. Gulf Coast Bank & Trust Company and its subsidiaries are committed to equal employment opportunities and a diverse and inclusive workforce.

Requirements

Bachelor’s degree or equivalent administrative, financial, or organizational experience.
Adaptability: respond positively to workplace changes, remain flexible and open to new ideas, and handle pressure effectively.
Dependability: meet commitments, work independently, accept accountability, remain focused under pressure, and meet attendance requirements.
Initiative: tackle problems, take independent action, seek responsibilities and learning opportunities, act on opportunities, generate ideas, and pursue self-development.
Productivity: manage workload, priorities, deadlines, procedures, policies, time, and information flow; take on additional responsibilities as needed.
Quality focus: attend to detail and accuracy, uphold quality standards, pursue continuous improvement, take ownership of quality issues, and communicate issues to management.
Communication: speak clearly and concisely, listen and seek clarification, respond to questions, present numerical data effectively, and read and interpret written information.
Teamwork: contribute to projects, exchange ideas and opinions, help prevent and resolve conflict, work effectively across departments, and build 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 a document if required to perform essential job functions.
Ability to sit for prolonged periods and work on a computer if required.
Ability to lift, move, or carry approximately 15 pounds if required, subject to the stated accommodation provision.

Responsibilities

Provide courteous, timely, and effective service to internal and external customers.
Maintain a positive customer experience by resolving concerns, auditing insurance, correcting charges, assisting with payoffs, and addressing other issues.
Serve as the main point of contact for current customers and manage customer and vendor relationships to support future business.
Manage the assigned portfolio by maintaining complete and current knowledge of client operations, deal structures, platforms, customers, referrals, vendors, referral sources, and brokers.
Ensure portfolio terms comply with the approved program structure.
Communicate changes across departments and ensure they are properly executed and documented.
Coordinate with co-workers, Underwriting, Sales, Accounting, Operations, Collections, and management to manage the portfolio effectively.
Work with the Operations Team to ensure daily procedures and workflows are consistent.
Communicate consistently and thoroughly with clients, keeping them apprised of activity and providing information needed to run their businesses.
Assist management and co-workers as needed.
Cross-train and provide backup for other positions within the division as needed.
Perform other duties requested or assigned from time to time.
Develop relationships with clients and other sources to generate prospect referrals and new business.