Account Manager

Job Summary:
The Account Manager (AM) is responsible for retaining, deepening, and servicing existing client depository relationships by providing a superior operational client support experience with customized tailored banking solutions. The AM will provide high touch service by phone and email to business clients and the key owners and executives with their account needs. The AM will expand their depository portfolio focusing on KEO depository accounts and small to midsize businesses (i.e., manufacturing, wholesalers, service, professional services and selected related businesses) with revenues of between 5MM to 100MM through effective portfolio management and client referrals. This position will directly manage a portfolio of client deposit accounts to drive a high level of satisfaction; as well as executing processes to provide the clients with a standard number of treasury management products to maintain a goal of 100% client retention. AMs will also be accountable for preparing and recommending customized deposit proposals and/or customized deposit rate pricing to Manager of Deposit Services.
Qualifications:

• High School diploma required. College degree preferred.

• Minimum of 7-10 years of opening new accounts, bank operations, portfolio depository management and commercial banking experience.

• Strong knowledge of business-related banking services and products.

• Excellent written and verbal communication skills. Must be a confident presenter and results driven.

• Self-start with a high level of attention to detail and accuracy.

• Strong client relationship management skills and computer proficient.

• Must be a team player, self-starter, flexible, and able to multitask, work independently, and meet deadlines.

• Must present a professional image.