Business Banking Account Management Leader overseeing team of Account Managers. Ensuring exceptional service delivery and collaboration across Business Banking operations with an emphasis on portfolio growth.
Responsibilities
Lead, coach, and develop a team of Business Banking Account Managers, ensuring high performance, professional growth, and strong employee engagement.
Oversee account management activities for Business Banking portfolios, ensuring consistent and proactive client support.
Achieve portfolio growth targets.
Analyze and report on teams performance to quantitative and qualitative goals, including attrition, retention, cross-sell and referrals to Bank Partner.
Collaborate with Business Banking and Business Banking Payments leaders to strengthen collaboration and enhance client experience.
Act as a key liaison between account management and senior management and senior leadership.
Foster a culture of accountability, teamwork, and client-first service within the account management team.
Drive process improvements, identify opportunities for efficiency, and ensure consistent execution of best practices.
Requirements
Bachelor's degree in business, finance, or related field preferred.
7+ years of experience in account management, business banking, or related financial services.
3+ years of experience in a people leadership role, preferably in banking or financial services.
Strong understanding of Business Banking sales process, partner engagement, and client portfolio management.
Ability to collaborate and influence effectively at all levels, including senior leaders.
Proven success in building and leading high-performing teams.
Strong communication skills with an executive presence.
Willingness and ability to travel at least 50% of the time.
Benefits
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Job title
Business Banking Client Account Management Director
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