Senior Account Executive job opportunity at Heritage Bank of Commerce.

Home Jobs In United States of America Tag: Job Senior Account Executive position at Heritage Bank of Commerce


DatePosted 30+ Days Ago bot
Heritage Bank of Commerce Senior Account Executive
Experience: General
Pattern: Full time
Country:
apply Apply Now
Salary:
Status:

Job

Copy Link Report
degreeAssociate
loacation San Jose, United States of America
loacation San Jose....United States of America
Auto GPT Summarize Enabled
Pay Range: $45,375.00 - $75,625.00 Job Description: The Sr. Account Executive is primarily responsible for portfolio review and reporting for all clients within their team.  Supervises Account Executives on their team to ensure all portfolio client issues are addressed and that clients are receiving excellent customer service.  Responsible for the development and training of team members.  ESSENTIAL DUTIES AND RESPONSIBILITIES : Monitors the activity of team members to ensure excellent customer service and that all portfolio client issues are addressed.  Develops and trains new team members. Approves client funding disbursements within credit authority for the portfolio clients. Processes daily client funding requests. Performs daily collections, verification and accounts receivable functions. Approves and recommends account debtor credit limits. Monitors, tracks and follows up on client problems requiring direct resolution. Maintains an excellent working relationship with clients. Manages the customer related accounting activities.  Identifies non-earning assets and/or collateral for potential write-offs. Participates in group mailings and verifications. Identifies and attempts to cure defaults by either requesting an increase or addition to collateral or by developing and negotiating a repayment plan. Takes direction as needed from Portfolio Manager. All other duties and responsibilities as assigned. QUALIFICATIONS/PROFESSIONAL EXPERIENCE Associate's degree (A. A.) or equivalent from two-year college or technical school; or two to four years related experience and/or training; or equivalent combination of education and experience. Effective communication skills in presenting information in one-on-one and small group situations to clients and other employees of the organization Proven time management and problem-solving skills with the ability to organize, prioritize, and handle multiple tasks. Compliance Responsibilities: The employee is responsible for ensuring compliance with all aspects of job related laws and regulations and must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials. Job related laws and regulations include, but are not limited to the following:  Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure. Heritage Bank of Commerce is an Equal Opportunity Employer committed to diversity and inclusion. We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state or local laws.

Other Ai Matches

Account Executive Applicants are expected to have a solid experience in handling Job related tasks
AVP/Relationship Manager Applicants are expected to have a solid experience in handling Job related tasks
Factoring Business Development Officer Applicants are expected to have a solid experience in handling Job related tasks
Client Services Representative II Applicants are expected to have a solid experience in handling Job related tasks