Sr Account Manager

Description:

More specific activities of the role include:

Acts as initial contact for complex client or partner inquiries for banking products and services. Assists with creating and implementing complex banking solutions (including treasury management) for new and existing WM clients.

Assists bankers with internal administration of accounts, business development and client presentations including due diligence at the onset of a credit opportunity which includes gathering financial statements, industry research, basic feasibility analysis and other credit information required to assess loan. Acts as liaison with National Credit Center at inception and throughout Credit underwriting process.

Coordinates with CSST to execute daily client transaction activity and transaction processing including fees, payments and borrowing; handles inquiry resolution; obtains appropriate documentation necessary for credit underwriting, monitoring and credit file maintenance; requests and ensures systems information is up-to-date; execution of client servicing events, communicating with clients and other internal and external partners.

Coordinates with the CSST team on deposit related transaction processing including account opening, exception clearing, overdrafts, etc.

Oversees development of appropriate action plans for client servicing and coordinates with other team members across disciplines to ensure execution and follow-up.

Acts as resource for the relationship servicing team for highly complex WM relationships.

Develops clear understanding of clients need behind service requests and communicates to service partners. Obtains appropriate information from partners and clients to facilitate service changes.

Identifies service efficiency enhancements, process improvements, and service delivery.

Communicates with clients regularly to inform them of account set-up or status, past due loans, document requests or other information.

Develops and maintains working knowledge of loan agreements, financial statements and other documentation required to monitor client relationships.

Qualifications

5+ years’ experience, or equivalent, in financial servicing/accounting fields with client servicing background.

Knowledge of banking products and services is required.

Knowledge of internal banking functions. Analytical, problem solving and organizational skills required.