Director of Account Management leading and mentoring a team for customer renewals and expansions at a fast - growing cybersecurity company. Focus on strategic customer relationships and revenue retention.
About the role
- Associate Relationship Manager for Wells Fargo's Commercial Banking Program. Developing client relationships and financial solutions for the Middle Market Group.
Responsibilities
- Perform a variety of job assignments to develop key skills and gain a working knowledge of the organization
- Participate in developing, retaining, and growing low to moderately complex client relationships through the art of relationship management by understanding the needs and priorities of clients and financial decision makers
- Participate in the structuring, modification, and renewal of low to moderately complexity cash flow, real estate loans, and other industry-specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute complex transactions
- Review, understand, and participate in offering the full suite of solutions offered by Wells Fargo to commercial clients to meet low to moderately complex risk needs
- Present recommendations for resolving low to moderately complex situations and exercise independent judgement while developing expertise in the relevant policies, procedures, and compliance requirements within the Commercial Banking Relationship Management group
- Collaborate and consult with peers, colleagues, and managers to resolve client issues
- Participate in relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines
Requirements
- 2+ years of Commercial Banking Relationship Management or Credit Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Bachelor's degree in finance, accounting or related business degree
- Completion of Commercial Banking Financial Analyst Program
- Commercial account relationship management experience
- Intermediate knowledge and understanding of core banking products: deposits, commercial credit, and treasury
- Basic understanding of financial accounting
- Foundational ability to interpret financial statements, summarize findings and structure credit transactions
- Experience with underwriting moderately complex credit and debt structure
- Intermediate Microsoft Office skills
Benefits
- Relocation assistance may be available for this program
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Supplier Relationship Manager handling intra - group supplier relationships for Bupa. Onboarding and managing suppliers within the compliance framework for optimal performance.
Account Manager for Biologics, generating sales in hospitals and wound care centers. Educating clients on product benefits and maintaining strong customer relationships.
Account Manager in Social and Health sector, managing customer relationships and software solutions. Responsible for new project initiation and customer support in West Germany.
Senior Account Manager responsible for selling IT solutions at VRG GmbH. Engaging clients, driving sales strategies, and managing customer relationships across various locations in Germany.
Account Manager for ERP software aimed at social institutions. Connecting sales talent with positive impact in social welfare organizations.
Account Management Ops Analyst facilitating onboarding and maintenance of accounts at Bank of America. Providing operational support for internal business partners and external clients in the Wealth Management sector.
Experienced sales representative targeting Worcester/Bristol Counties in MA for disaster restoration services. Responsible for client engagement and on - site assessments during emergencies.
Key Account Manager responsible for driving vaccines performance within ESI institutions in India. Engaging with prescribers and managing budget allocations to secure and expand product access.
Senior Account Manager managing both online and offline projects at Dentsu, ensuring timely delivery and quality assurance for client relationships.