PointBank · 2 hours ago
Account Executive
Argyle, TX
Full-time
Onsite
Mid LevelPoint Bank is seeking an Account Executive to promote and facilitate the sale of bank products. The role involves managing customer relationships, servicing existing portfolios, and growing the bank's commercial loan portfolio.
Financial Services
Responsibilities
Promote, market, and facilitate the overall sale of products of the bank
Contribute to the bank's growth by the effective sale of bank services to new and existing customers with emphasis on courteous and professional service
Manage and service existing branch deposit portfolio
Manage the day-to-day sales of the branch
Grow the bank's commercial loan portfolio to meet bank goals and objectives
Service customers within existing personal portfolio
Through personal marketing and networking efforts, Account Executive will initiate outside sales calls to target, and solicit and secure new business to grow branch portfolios
Responsible for ensuring all personal and branch sales goals and objectives are met
Input and update status of all leads and working customers into CRM to track progress and performance
Obtain all required documentation from the customer and perform all needed approvals to prepare a smooth customer transition for new accounts, treasury management and any credit related products as necessary in accordance with bank policies, procedures and regulations
Verifies new account documents are complete and accurate according to policy
Maximize bank profitability through appropriate pricing of deposit originations, fee income, and selling of all bank products and services
Ensure that new accounts/relationships are processed and opened in an expeditious manner
Service existing deposit portfolio
Monitor branch deposit reports to ensure goals are being met
Promote a positive image for PointBank and its employees in the community
Represent the bank out in the community at events, including, but not limited to, PointBank Business Breakfasts, chamber of commerce functions, mixers, charity events, golf tournaments, etc
Identify such events where there is the greatest potential to connect with potential customers in the community to develop leads
Follow up on leads with sales calls to potential customers at their place of business
Be fully cross-trained in all Banker and Teller duties to assist branch staff and customers whenever needed
Attend all meetings and complete all training required to ensure regulatory compliance
Comply with all applicable Federal and State regulations and guidance associated with the performance of your job function
Comply with all applicable BSA/AML/OFAC policies and procedures associated with the performance of your job function, including participation in required training and identifications of suspicious activity
Responsible for making suggestions to improve branch/departmental operations and over all bank
Perform other duties and assignments within the bank at Management's request; accept periodic cross-training, work in other branches if needed
Qualification
Required
Manage and service existing branch deposit portfolio
Manage the day-to-day sales of the branch
Grow the bank's commercial loan portfolio to meet bank goals and objectives
Service customers within existing personal portfolio
Initiate outside sales calls to target, and solicit and secure new business to grow branch portfolios
Ensure all personal and branch sales goals and objectives are met
Input and update status of all leads and working customers into CRM to track progress and performance
Obtain all required documentation from the customer and perform all needed approvals to prepare a smooth customer transition for new accounts, treasury management and any credit related products as necessary in accordance with bank policies, procedures and regulations
Verify new account documents are complete and accurate according to policy
Maximize bank profitability through appropriate pricing of deposit originations, fee income, and selling of all bank products and services
Ensure that new accounts/relationships are processed and opened in an expeditious manner
Service existing deposit portfolio
Monitor branch deposit reports to ensure goals are being met
Promote a positive image for PointBank and its employees in the community
Represent the bank out in the community at events, including, but not limited to, PointBank Business Breakfasts, chamber of commerce functions, mixers, charity events, golf tournaments, etc
Identify such events where there is the greatest potential to connect with potential customers in the community to develop leads
Follow up on leads with sales calls to potential customers at their place of business
Be fully cross-trained in all Banker and Teller duties to assist branch staff and customers whenever needed
Attend all meetings and complete all training required to ensure regulatory compliance
Comply with all applicable Federal and State regulations and guidance associated with the performance of your job function
Comply with all applicable BSA/AML/OFAC policies and procedures associated with the performance of your job function, including participation in required training and identifications of suspicious activity
Make suggestions to improve branch/departmental operations and overall bank
Perform other duties and assignments within the bank at Management's request
Accept periodic cross-training, work in other branches if needed
Company
PointBank
PointBank is a bank providing banking, wealth management, and investment services.
Founded in 1884
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase