SWBC
We don’t just provide financial services, we empower you to focus on the things that matter most to your business.
Account Manager
Location
California
Posted
6 days ago
Salary
$57.1K - $114.3K / year
Bachelor Degree2.5 yrs expEnglish
Job Description
• Builds and maintains strong, long-lasting relationships with large-sized clients, becoming their trusted advisor.
• Identifies growth opportunities within client accounts and develops strategies to maximize revenue and profitability.
• Stays up to date with our products and services to effectively present them to clients and address their inquiries.
• Develops account plans and strategies that align with the company's objectives and client needs.
• Works closely with internal teams, including Sales, Marketing, and Product Development, to ensure seamless client experiences.
• Addresses and resolves client issues or concerns promptly and effectively, ensuring a positive client experience.
• Provides regular reports on account status, revenue forecasts, and market trends to management.
• Strives for the success and satisfaction of clients, ensuring they receive maximum value from our offerings.
• Applies critical thinking skills to analyze client challenges, identify root causes, and develop innovative solutions that align with the company's goals and client objectives.
• Auto or air travel to designated top clients within assigned territory, to also include prospective clients.
Job Requirements
- Bachelor’s degree in business, Marketing, Finance, or a related field is typically required.
- At least 2-3 years of relevant experience in account management, sales, or a related customer-facing role.
- Knowledge of financial services, risk management, or related fields is a plus.
- Strong written and verbal communication skills.
- The ability to analyze issues, identify solutions, and implement them to meet client needs.
- A deep commitment to understanding and meeting client needs, along with a focus on customer satisfaction.
- Excellent interpersonal and relationship-building skills to establish and maintain trust with clients and colleagues.
- Adherence to high ethical standards and a commitment to compliance with industry regulations.
- The ability to work independently and stay motivated to achieve goals and targets.
Benefits
- Competitive overall compensation package
- Work/Life balance
- Employee engagement activities and recognition awards
- Years of Service awards
- Career enhancement and growth opportunities
- Emerging Professionals and Mentor Program
- Continuing education and career certifications
- Variety of healthcare coverage options
- Traditional and Roth 401(k) retirement plans
- Lucrative Wellness Program