Account Executive III

Description

JOB SUMMARY :

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 3

rd

party and Operations / Portfolio Manager on field examination work for assigned portfolio.

EDUCATION and / or EXPERIENCE :

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

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