Account Executive I
1 day ago
The Account Executive plays a critical role in building and maintaining strong relationships with clients, delivering competitive loan product offerings, and driving business growth.
Key Responsibilities:- Perform quoting, underwriting, and price negotiation to ensure competitive pricing and accurate underwriting.
- Develop and maintain strong relationships with clients, providing timely delivery of quotes, contracts, and other information as requested.
- Make outbound calls to improve sales, follow up on and solicit business opportunities, and track relationship-level sales data via CRM software.
- Report lost quote opportunities and marketing intelligence for the territory.
- Work with the Loan Processing Department to review loan documents, ensure completeness, accuracy, and compliance with regulatory and operational requirements.
- Associate's degree or equivalent education and related training.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
- Excellent written and verbal communication skills.
- Excellent organizational skills.
- Strong math aptitude.
- Ability to travel, occasionally overnight.
- Associate's degree in finance or business-related field.
- Commercial insurance and financial services experience.
- Proven internal sales performance and relationship management via account or territory management.
Eligible teammates receive a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive paid time off, including vacation and sick leave, and paid holidays.
Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.
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