Law Firm & Attorney Account Executive jobs in United States
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Leader Bank · 1 week ago

Law Firm & Attorney Account Executive

Leader Bank is one of the region’s fastest growing community banks and mortgage lenders, seeking a driven Law Firm & Attorney Account Executive to join their Business Banking team. This role focuses on business development and relationship management with law firms, ensuring their banking needs are met while driving new business opportunities.

Financial ServicesVenture Capital
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H1B Sponsor Likelynote

Responsibilities

Originate new business opportunities with law firms
Assist with onboarding new clients, ensuring a smooth and efficient setup process tailored to each client’s needs
Maintain strong day-to-day relationships with existing clients through proactive service and timely support
Collaborate with internal teams across banking, operations, compliance, and credit to deliver seamless client experiences
Develop and execute strategies to target new clients in the market
Attend and represent the bank at industry events, networking functions, and professional gatherings to increase visibility and build connections
Build and maintain a strong pipeline of ecosystem relationships with attorneys and other key influencers
Support marketing and brand awareness initiatives, including campaigns, newsletters, and event follow-ups
Maintain CRM systems and sales tracking tools, ensuring data accuracy and actionable reporting
Prepare client materials, presentations, and proposals as needed. Will be responsible for presenting and running demonstrations for clients independently
Share market intelligence and client feedback to help enhance products, services, and processes

Qualification

Sales experienceBusiness developmentBanking products knowledgeClient relationship managementNetworking skillsCommunication skillsOrganizational skillsInterpersonal skillsSelf-starter

Required

3 - 5 years of experience in sales or business development within banking, law firms, professional services, or similar industry with interest in working within the law firm/attorney segment
Strong written and verbal communication skills, organization and interpersonal skills
Self-starter with the ability to work both independently and collaboratively
Attending events and networking within the Greater Boston/New England market is required

Preferred

Prior exposure working with law firms and attorneys a plus
Experience with banking products and services for professional industries a plus

Benefits

Health insurance coverage
A team member wellness program
Life and disability insurance
A retirement savings plan
Paid holidays
Paid time off
Vacation

Company

Leader Bank

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Leader Bank is a bank personal and business banking solutions in Arlington, Massachusetts.

H1B Sponsorship

Leader Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (2)
2022 (1)
2021 (2)
2020 (4)

Funding

Current Stage
Growth Stage

Leadership Team

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Sushil Tuli
Founder, Chairman & CEO
Company data provided by crunchbase