Senior Account Manager, Banking
About The Position
The Senior Account Manager, Banking serves as an initial point of contact for complex client and partner inquiries about banking products and services. The role supports bankers in developing and implementing complex banking solutions, including treasury management, for new and existing wealth management clients. It also assists with account administration, business development, client presentations, and due diligence for credit opportunities. The position coordinates client transactions and servicing with internal teams, including transaction processing, deposit activity, credit documentation, inquiry resolution, account maintenance, and servicing events. It develops and coordinates client service plans, supports complex wealth management relationships, communicates regularly with clients, and identifies service efficiencies and process improvements. The role requires knowledge of banking products and internal banking functions, as well as analytical, problem-solving, and organizational skills.
Requirements
- At least 5 years of experience, or equivalent, in financial servicing or accounting fields, with a client servicing background.
- Knowledge of banking products and services.
- Knowledge of internal banking functions.
- Analytical, problem-solving, and organizational skills.
- Must be authorized to work in the United States without current or future employment-based visa sponsorship.
Responsibilities
- Act as the initial contact for complex client or partner inquiries about banking products and services.
- Assist with creating and implementing complex banking solutions, including treasury management, for new and existing wealth management clients.
- Assist bankers with account administration, business development, client presentations, and due diligence at the start of credit opportunities.
- Gather financial statements, industry research, basic feasibility analysis, and other credit information needed to assess loans.
- Liaise with the National Credit Center at the beginning of and throughout the credit underwriting process.
- Coordinate with CSST on daily client transaction activity and processing, including fees, payments, and borrowing.
- Resolve inquiries and obtain documentation needed for credit underwriting, monitoring, and credit file maintenance.
- Request and ensure systems information is up to date, execute client servicing events, and communicate with clients and internal and external partners.
- Coordinate with CSST on deposit-related transaction processing, including account opening, exception clearing, and overdrafts.
- Oversee the development of client servicing action plans and coordinate execution and follow-up across teams and disciplines.
- Serve as a resource for the relationship servicing team on highly complex wealth management relationships.
- Understand the needs behind client service requests and communicate them to service partners; obtain information needed to facilitate service changes.
- Identify service efficiency enhancements, process improvements, and opportunities to improve service delivery.
- Communicate with clients about account setup or status, past-due loans, document requests, and other information.
- Develop and maintain working knowledge of loan agreements, financial statements, and other documents required to monitor client relationships.
Benefits
- Retirement benefits, including a 401(k) and pension.
- Health and welfare benefits, including medical, dental, vision, spending accounts, and disability coverage.
- Paid time off.
- Parental and caregiver leave.
- Life and accident insurance.
- Other voluntary and well-being benefits.
- A discretionary bonus program that may include an equity component.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
