Senior Account Manager
3 days ago
Seacoast Bank is seeking a highly skilled and experienced Account Executive III to join our team. As a key member of our commercial financial services team, you will be responsible for managing a group of clients, including their relationship and risk exposure. You will work closely with senior A/E's to resolve client issues and ensure compliance with regulatory requirements.
Key Responsibilities- Manage all phases of assigned client relationships, including daily purchases/funding, setting of individual customer funding limits, and implementation of pricing/fee enhancements.
- Consult with clients' senior management on client issues and work to resolve those issues accordingly.
- Perform analysis on clients' 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 to perform daily tasks.
- Manage/Supervise less experienced Account Executives, including training in all areas of the positions.
- Primary Backup for Operations/Portfolio Manager.
- Adheres to Seacoast Bank's Code of Conduct.
- Associate's degree required; Bachelor's degree from a four-year college or university in Business or Accounting/Finance preferred.
- 8-10 years of experience as an Account Executive in a commercial financial services firm/investment banking organization; or equivalent combination of education and experience.
Seacoast Bank is an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. We are committed to providing a work environment that is free from discrimination and harassment. We are an affirmative action employer and provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, or any other protected characteristic.
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