Account Manager II managing client accounts and relationships at NFP, a leading risk management and benefits consulting firm. Involves project management, client interaction, and compliance support.
About the role
- Sales Training Program focused on developing Relationship Managers in Business Banking. Includes significant project work and exposure to senior management throughout a six-month journey.
Responsibilities
- Participate in classroom sessions, web-based, and on-the-job practical training
- Learn about credit culture and commercial underwriting process
- Develop relationship management skills and call planning execution
- Support commercial customer meetings and adhere to compliance controls
Requirements
- Bachelor's Degree in accounting, finance, economics or related business field
- One year of sales-related experience with a demonstrated sales aptitude or a combined minimum of 5 years higher education and/or work experience
- Previous banking and sales experience highly recommended
- Demonstrated analytical and quantitative skills, with prior knowledge of accounting principles
- Ability and willingness to travel (25%) overnight extensively during program
- Proficient with MS Office software
Benefits
- Health insurance
- 401(k) matching
- Paid volunteer time
- Flexible working hours
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