3 дня назад
Senior Account Manager, Banking
67 500 - 111 500$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Account Manager, Banking (Banking and Client Servicing): Coordinating complex banking account administration, client servicing, transaction processing, and tailored treasury management solutions with an accent on credit documentation, operational issue resolution, and client presentations. Focus on analyzing financial statements, coordinating credit underwriting, and improving service delivery across internal banking teams.
Location: Denver, Colorado; office-based with onsite presence required
Salary: $67,500–$111,500 USD annually
Company
provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.
What you will do
- Act as the primary contact for complex client and partner inquiries about banking products and services.
- Support tailored banking and treasury management solutions, account administration, client presentations, and business development initiatives.
- Conduct initial credit due diligence by gathering financial statements, researching industries, assessing feasibility, and compiling documentation.
- Coordinate with the National Credit Center and internal servicing teams throughout credit underwriting and daily transaction activity.
- Manage payments, fees, borrowing transactions, account openings, exception processing, overdrafts, and credit file maintenance.
- Resolve operational issues, maintain accurate account information, and identify improvements to service delivery and efficiency.
Requirements
- 5+ years of experience in financial services, client servicing, or accounting-related roles.
- Strong knowledge of banking products and services and an understanding of banking functions and credit processes.
- Analytical, problem-solving, organizational, and prioritization skills.
- Strong communication skills for effective interaction with clients and internal partners.
- Ability to work independently and collaboratively while managing multiple priorities.
- Must be authorized to work in the United States without employment-based visa sponsorship.
Culture & Benefits
- Retirement benefits, including a 401(k) and pension.
- Medical, dental, vision, spending accounts, disability, life, and accident insurance.
- Paid time off, parental and caregiver leave, and additional well-being benefits.
- Discretionary bonus program that may include an equity component.
- Flexible and collaborative work culture with opportunities for internal movement and accessible senior leadership.
- Inclusive workplace and community philanthropy initiatives.
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