Account Manager

• Prospect, network, and build referral partnerships with built in local bank brands
• Run engaging presentations in-person and virtually
• Close deals in a fast-paced, short-cycle sales process
• Upsell and expand relationships with existing clients
• Engage in partner activity by visiting assigned financial institutions (FI) branch locations to maintain and build trusted partnerships
• Foster strong relationships, ensure alignment with branch goals, and serve as a key resource to drive collaboration and success
• Maintain client records, call notes, scheduled interactions, contact information, and other relevant client information in CRM (Atlas)
• Responsible for achieving minimum production requirements, including setting first time appointments, to secure quota
• Continuously build and develop knowledge of current product/service portfolio and industry developments
• Attend weekly team meetings and weekly one-on-one with your leader
• Additional responsibilities may be assigned as needed

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