Account Management Professional

3 weeks ago


Kansas City, Missouri, United States Commerce Bank Full time
About This Role

The Account Management Professional will be responsible for developing long-term relationships with small business clients, driving customer satisfaction, and leading the team to provide exceptional service. This role requires a strong understanding of client account management and consultative sales strategies, as well as the ability to drive results and balance management of organizational risk and meeting goals of the business.

Key Responsibilities

- Maintain focus on strategic initiatives to achieve portfolio growth, client satisfaction targets, client and account manager retention targets, and overall goal setting
- Ensure full usage of CRM for call activity tracking, dashboard management, strategic account plan completions, and guiding customer contact strategies for account managers
- Review credit requests, including loan structuring, negotiating/pricing collateral, ensuring adequate loan documentation, and analyzing industry/credit risk for business opportunities
- Assist in joint calling efforts with Account Managers and Specialists
- Collaborate with internal stakeholders such as product management teams, marketing, operations, and risk management to ensure seamless service delivery
- Ensure the team adheres to all regulatory requirements, policies, and procedures related to small business banking
- Continuously improve account management processes to enhance efficiency and customer satisfaction
- Foster a collaborative team environment to encourage continuous improvement and customer-centric approaches
- Lead, mentor, and motivate team members to implement the department strategy and manage department workflow with guidance on departmental projects/issues, and provide coaching and development opportunities appropriate to each direct report's individual needs
- Perform all necessary management functions, including hiring, evaluations, annual increase allocations, and disciplinary action as required
- Communicate decisions, priorities, and relevant information to team members effectively
- Support budget management, planning, and expenditure

Requirements

- Strong knowledge of client account management and consultative sales strategies, including knowledge of best practices
- Strong critical thinking skills with the ability to apply discretion and sound judgment to efficiently and effectively solve problems
- Ability to drive results and balance management of organizational risk and meeting goals of the business
- Strong leadership skills with the ability to motivate team members and foster a positive team environment that gives way to collaboration and unified goals
- Outstanding interpersonal and relationship-building skills with the ability to effectively communicate with all levels of the company, clearly expressing ideas and concepts both verbally and in writing
- Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
- Advanced level proficiency with Microsoft Word, Excel, Teams, and Outlook

What We Offer

At Commerce Bank, we offer a comprehensive benefits package, including employer-sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. We also offer career development, education assistance, and voluntary supplemental benefits. If you are a motivated and results-driven professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.

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