Senior Account Executive

Heritage Bank of Commerce•San Jose, CA

41d•$45,375 - $75,625

About The Position

The Sr. Account Executive is primarily responsible for portfolio review and reporting for all clients within their team. Supervises Account Executives on their team to ensure all portfolio client issues are addressed and that clients are receiving excellent customer service. Responsible for the development and training of team members.

Requirements

Associate's degree (A. A.) or equivalent from two-year college or technical school; or two to four years related experience and/or training; or equivalent combination of education and experience.
Effective communication skills in presenting information in one-on-one and small group situations to clients and other employees of the organization
Proven time management and problem-solving skills with the ability to organize, prioritize, and handle multiple tasks.
The employee is responsible for ensuring compliance with all aspects of job related laws and regulations and must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials.
Job related laws and regulations include, but are not limited to the following: Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure.
Applicants must be currently authorized to work in the United States for any employer.

Responsibilities

Monitors the activity of team members to ensure excellent customer service and that all portfolio client issues are addressed.
Develops and trains new team members.
Approves client funding disbursements within credit authority for the portfolio clients.
Processes daily client funding requests.
Performs daily collections, verification and accounts receivable functions.
Approves and recommends account debtor credit limits.
Monitors, tracks and follows up on client problems requiring direct resolution.
Maintains an excellent working relationship with clients.
Manages the customer related accounting activities.
Identifies non-earning assets and/or collateral for potential write-offs.
Participates in group mailings and verifications.
Identifies and attempts to cure defaults by either requesting an increase or addition to collateral or by developing and negotiating a repayment plan.
Takes direction as needed from Portfolio Manager.
All other duties and responsibilities as assigned.