Senior Account Executive, Political Banking

Job Description

Job Description

Operating in a lead capacity, this position will manage a team of Account Executives and Account Support Administrators and will provide client services to the National Political Banking sector.

Essential Job Functions:

1. Supervise and manage the Political Banking Account Executive and Account Support Administrator team.
2. Maintain constant and consistent communication with the National Director of Political Banking.
3. Work closely with the National Director of Political Banking and the Political Banking Commercial Bankers on service issues, sales strategy and overall management of the client portfolio.
4. Provide onboarding support, mentoring and training for new hires.
5. Ensure continuity of operations when members of the Political Banking Account Executive and Account Support Administrator team are on leave.
6. Roll out and maintain processes, standards and best practices in accordance with the National Director of Political Banking.
7. Implement and ensure that the Political Banking Account Executive team is demonstrating best-in-class customer service standards.
8. Coordinate all proposed new processes (based on new client opportunities/ requests) through the National Director of Political Banking.
9. Act as day-to-day relationship manager/primary point of contact for assigned client portfolio, liaising with other areas of the Bank to resolve client issues.
10. Consult with clients to make appropriate recommendations on product, services and fee structures.
11. Deepen relationships by taking a consultative approach to client needs both from a product and service perspective.
12. Ensure respective Political Banking Account Executives, and Account Support Administrators are well informed of client issues, requests and opportunities for growth.
13. Provide training to the Political Banking Commercial Bankers, Account Executives and Account Support Administrators on banking best practices and available technological efficiencies.
14. Actively participate in sales process as requested by Political Banking Account Executives and Commercial Bankers offering sales support, product expertise, product demonstrations and pro forma analyses.
15. Maintain accurate client records through a central repository of shared drives or databases.
16. Complete and oversee the process of annual account reviews.
17. Complete and oversee the timely completion of audit requests.
18. Review and decision of daily overdraft and other account reports; escalate issues to National Director of Political Banking as needed.
19. Maintain compliance with all Bank policies, procedures and regulations.
20. Demonstrate a superior level of product acumen and attention to detail.
21. Timely escalate client concerns or issues to the National Director of Political Banking and to the Political Banking Commercial Bankers.
22. Work remotely and be accessible nights and weekends for VIP client and team inquiries.
23. Work independently and effectively manage multiple priorities.
24. Respond to internal and external clients and employees in a timely fashion.
25. Perform other duties as directed.

Knowledge, Skills and Experience Requirements:

1. Bachelor’s degree
2. 5-7 years of experience in client facing roles
3. 3-5 years of experience with managing a team
4. Prior knowledge of political banking
5. Ability to accurately understand audited financial statements and bank statements
6. Ability to work and adapt to a fast paced, evolving work environment
7. Robust knowledge of Microsoft Office software package (Word, Excel, Outlook)
8. Exceptional verbal, written communication and interpersonal skills
9. Strong attention to detail and accuracy