Account Executive III

1 week ago

Boynton Beach, United States Seacoast Bank Full time
Job DescriptionJob Description

JOB SUMMARY:

Responsible for managing a group of clients to include the relationship and risk exposure of those clients. Position will consult daily with senior A/E’s on client issues as they arise and work to resolve those issues accordingly

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Manage all phases of assigned client relationship, including daily purchases/funding, setting of individual customer funding limits, implementation of pricing/fee enhancements and ensuring client reporting compliance.
  • Consults with client’s senior management on client issues as they arise and works to resolve those issues accordingly.
  • Perform analysis on client’s financial and collateral performance and prepare write-ups on financial performance as required.
  • Coordinate with contracted 3rd party and Operations/Portfolio Manager on field examination work for assigned portfolio.
  • Participate in regular conference calls and meetings with SBF Executive and Senior Management, including monthly portfolio review meetings and problem loan meetings as required.
  • Prepare weekly and monthly Portfolio Reports for SBF Sr. Management.
  • Visit client sites to tour facilities, discuss overall business, address specific credit issues and cross sell additional Seacoast Bank products and services.
  • Member of SBF Senior Management Team and participates in development of SBF Processes and Procedures.
  • Utilize industry specific software (Factorsoft), Microsoft Office and Seacoast Bank on-line banking portals in order to perform daily tasks.
  • Manage / Supervise less experienced Account Executives, including training in all areas of the positions.
  • Primary Backup for Operations/Portfolio Mangager.
  • Adheres to Seacoast Bank’s Code of Conduct.
  • Perform other duties as assigned.

EDUCATION and/or EXPERIENCE:

  • Associate’s degree required; Bachelor’s degree from a four year college or university in Business or Accounting/Finance preferred. Requirement may be waived if applicant has direct Factoring or Asset Based Lending experience.
  • 8-10 years: 5 plus years experience as an Account Executive in a commercial financial services firm/investment banking organization; or equivalent combination of education and experience. Previous experience in Factoring and/or Asset Based Lending a plus.

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

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