Account Manager, Commercial Banking
$58,425–$93,385 year
HybridTempe, Arizona, United States
Job Summary
Coordinate account administration for commercial banking clients, including recordkeeping, reporting, transaction processing, and inquiry resolution. Obtain required documentation, ensure system information is up to date, and develop action plans for client activities with follow-up. Monitor banking operations and accounting activity to process reports, documents, and tickets while managing client collateral positions and periodic legal documentation. Generate reports for short margin and sensitive client reporting, and communicate regularly with clients and Relationship Managers regarding account status and document requests. Maintain working knowledge of syndicated loan transactions, credit agreements, and financial statements to support client relationships. Hybrid role requiring 60% office presence; salary range $58,425 - $93,385 USD.
Required Qualifications
- Bachelor's degree, or equivalent combination of education and relevant experience
- At least 1 to 2 years of experience supporting clients, account servicing, or transaction processing in a financial services environment
- Experience with Credit Master
- Strong communication, listening, and interpersonal skills with the ability to deliver exceptional client service
- Ability to analyze issues, exercise sound judgment, and resolve problems effectively
- Ability to manage multiple priorities, navigate multiple systems, and work accurately in a fast paced environment
- Strong attention to detail, organization, adaptability, and commitment to quality
- Hybrid role: Candidate will be expected to work in the office 60% of available business days each month and may be asked to maintain flexibility with start and end times as needed based on workload demands
- Work Authorization: Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future
Desired Qualifications
- Bachelor's degree preferred
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