Acts as a consultant and advisor. Advocates change and can create an understandable vision for the company's future to others. Resourceful and uses innovative approaches to solve problems. Creates value by providing direction, feedback and vision. Grows, mentors, motivates and develops organizational talent. • Manage the day-to-day business needs of all bank partner/account relationships within an assigned portfolio, through all communication channels, written, verbal and face to face. • Management of assigned portfolio includes regular status reporting and ongoing maintenance of portfolio. • Make recommendations to assigned Account Executive (AE) regarding improvement opportunities to existing bank partner leads to increase closing %. • Works with internal departments to ensure a high level of support for the client. Examples include resolving software, hardware, and deployment problems. • Planning and implementing a focused, high value bank strategy for increasing leads. Monitoring progress by assessing, reporting and articulating results to key internal groups. • Teaming with credit and risk management, product and technical groups to ensure customer service goals are met while resolving complex customer inquiries in a timely manner.
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Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees