Account Executive III
Responsible for managing a group of clients to include the relationship and risk exposure of those clients. Position will consult daily with senior A / E's on client issues as they arise and work to resolve those issues accordingly.
Essential Duties And Responsibilities :
- Manage all phases of assigned client relationship, including daily purchases / funding, setting of individual customer funding limits, implementation of pricing / fee enhancements and ensuring client reporting compliance.
- Consults with client's senior management on client issues as they arise and works to resolve those issues accordingly.
- Perform analysis on client's financial and collateral performance and prepare write-ups on financial performance as required.
- Coordinate with contracted third party and Operations / Portfolio Manager on field examination work for assigned portfolio.
- Participate in regular conference calls and meetings with SBF Executive and Senior Management, including monthly portfolio review meetings and problem loan meetings as required.
- Prepare weekly and monthly Portfolio Reports for SBF Sr. Management.
- Visit client sites to tour facilities, discuss overall business, address specific credit issues and cross sell additional Seacoast Bank products and services.
- Member of SBF Senior Management Team and participates in development of SBF Processes and Procedures.
- Utilize industry specific software (Factorsoft), Microsoft Office and Seacoast Bank on-line banking portals in order to perform daily tasks.
- Manage / Supervise less experienced Account Executives, including training in all areas of the positions.
- Primary Backup for Operations / Portfolio Manager.
Adheres to Seacoast Bank's Code of Conduct.
Perform other duties as assigned.
Education and / or Experience :
Associate's degree required; Bachelor's degree from a four year college or university in Business or Accounting / Finance preferred. Requirement may be waived if applicant has direct Factoring or Asset Based Lending experience.8-10 years : 5 plus years experience as an Account Executive in a commercial financial services firm / investment banking organization; or equivalent combination of education and experience. Previous experience in Factoring and / or Asset Based Lending a plus.Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.