Account Manager

• Build and maintain strong relationships with business clients; serve as primary point of contact
• Conduct regular check-ins to assess satisfaction and identify support opportunities
• Identify new commercial opportunities; collaborate on client acquisition and cross-selling strategies
• Represent the institution at industry events and networking opportunities
• Analyze client financial statements and business plans to assess creditworthiness
• Guide clients through loan application process and ensure regulatory compliance
• Partner with underwriting teams to facilitate loan approvals and resolve issues
• Advocate for clients by providing feedback on expectations and market trends
• Monitor client accounts to identify risks and collaborate on mitigation strategies
• Maintain accurate records, loan agreements, and prepare reports on client performance and portfolio status

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