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Senior Account Manager
1 month ago
Seacoast Bank is seeking a highly skilled and experienced Account Executive III to manage a group of clients, including daily purchases, funding, and risk exposure. The ideal candidate will have a strong background in commercial financial services, factoring, and asset-based lending.
Key Responsibilities:
- Manage client relationships, including daily purchases, funding, and risk exposure.
- Consult with senior management on client issues and work to resolve them accordingly.
- Perform financial analysis and prepare reports on client performance.
- Coordinate with 3rd party vendors and Operations/Portfolio Manager on field examination work.
- Participate in regular conference calls and meetings with SBF Executive and Senior Management.
- Prepare weekly and monthly portfolio reports for SBF Senior Management.
- Visit client sites to discuss business, address credit issues, and cross-sell products and services.
- Member of SBF Senior Management Team and participate in process development.
- Utilize industry-specific software, Microsoft Office, and Seacoast Bank online banking portals.
- Manage and supervise less experienced Account Executives.
- Primary backup for Operations/Portfolio Manager.
Requirements:
- Associate's degree required; Bachelor's degree preferred in Business or Accounting/Finance.
- 8-10 years of experience as an Account Executive in commercial financial services or investment banking.