Sr Account Manager, Banking
About The Position
The Sr Account Manager, Banking serves as an initial contact for complex client or partner inquiries about banking products and services and supports the creation and implementation of banking solutions, including treasury management, for new and existing wealth management clients. The role assists bankers with account administration, business development, client presentations, and credit-opportunity due diligence, including gathering financial statements, industry research, feasibility information, and other materials for loan assessment. It liaises with the National Credit Center during credit underwriting. The position coordinates daily client transaction activity and processing with the CSST team, including fees, payments, borrowing, deposit transactions, and account-opening matters. It resolves inquiries, secures and maintains credit documentation, keeps system information current, and coordinates client-servicing events with internal and external partners. It also develops and follows through on service action plans, supports complex wealth management relationships, identifies service improvements, and regularly communicates account status, loan, and documentation information to clients.
Requirements
- Knowledge of banking products and services.
- Knowledge of internal banking functions.
- Analytical, problem-solving, and organizational skills.
- Applicants must be authorized to work in the United States without current or future employment-based visa sponsorship.
Nice To Haves
- At least 5 years of experience, or equivalent, in financial servicing or accounting fields with a client-servicing background.
Responsibilities
- Serve as the initial contact for complex client or partner inquiries about banking products and services.
- Assist in 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 for credit opportunities.
- Gather financial statements, industry research, basic feasibility analysis, and other information needed to assess loans.
- Act as liaison with the National Credit Center at the inception of and throughout the credit underwriting process.
- Coordinate daily client transaction activity and processing with CSST, including fees, payments, and borrowing.
- Resolve inquiries and obtain documentation required for credit underwriting, monitoring, and credit file maintenance.
- Request and ensure systems information is up to date, and coordinate execution of client-servicing events with clients and internal and external partners.
- Coordinate deposit-related transaction processing with CSST, including account opening, exception clearing, and overdrafts.
- Oversee development of client-servicing action plans and coordinate execution and follow-up with team members across 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 service-delivery improvements.
- Communicate regularly 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 documentation used 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.
- 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
