Title Account Executive I
Job Information

(Respond to: diane.katz@primesoftinc.com)

Account Executive I

Washington, DC, US

Requisition ID: 1677


Our Direct Account, A Financial Institution with offices in the Washington DC area seeks an Account Executive to provide outstanding client service and support within the Commercial Banking division.

Essential Job Functions:

  1. Act as day-to-day relationship manager for assigned client portfolio
  2. Ensure respective Commercial Bankers are well informed of client issues, request and opportunities for growth
  3. Serve as primary point of contact for assigned clients; liaising with other areas of the bank to resolve client issues
  4. Consult with clients to make appropriate recommendations on product, services and fee structures
  5. Participate in sales process as requested by Commercial Bankers offering sales support, product expertise, product demonstrations and pro forma analyses
  6. Deepen relationships by taking a consultative approach to client needs both from a product and service perspective
  7. Maintain accurate client records through a central repository of shared drives or databases
  8. Complete monthly or annual audit reviews as required for select products and services
  9. Review and decision of daily overdraft and other account reports; escalate issues to management as needed
  10. Maintain compliance with all bank policies, procedures and regulations
  11. For new clients, provide and implement flawless account transition services from the incumbent bank to our Client’s Bank including account opening, cash management service enrollment, and online banking training
  12. Demonstrate a superior level of product acumen and attention to detail
  13. Timely escalation to management and Commercial Bankers of client concerns or issues
  14. Work remotely and be accessible nights and weekends for VIP client inquiries
  15. Work independently and effectively manage multiple priorities
  16. Respond to internal and external clients in a timely fashion
  17. Perform other duties as directed


Knowledge, Skills and Experience Requirements:

  1. Bachelor’s degree or equivalent experience
  2. Minimum 2+ years of experience in client facing roles
  3. Ability to accurately understand and audit financial statements
  4. Ability to work and adapt to a fast paced, evolving work environment
  5. Strong attention to detail and accuracy
  6. Robust knowledge of Microsoft Office software package (Word, Excel, Outlook)
  7. Exceptional verbal, written communication and interpersonal skills

Phone Number: 561-573-1581

All positions are FTE roles

All positions require US Citizens or Green Card Holders

No Third Party Participation