Account Manager

Juniper Atlantic LLC; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer matching

Tuition reimbursement

Professional development programs

Job summary

Juniper Atlantic LLC, a financial services company in Charlotte, NC, seeks an Account Manager to manage client relationships and grow business in the banking sector.

You will develop client relationships, conduct consultations, sell, and report on activity while collaborating with the sales team. The role requires excellent communication, relationship-building, and a proactive approach.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• 3–5 years of experience in account management or a similar role.
• Strong understanding of the banking industry.
• Excellent communication and interpersonal skills.
• Proven ability to meet and exceed sales targets.
• Familiarity with CRM software.

Responsibilities

• Manage and maintain client relationships.
• Develop and implement sales strategies to grow client accounts.
• Monitor client activity and provide regular reports.
• Collaborate with the sales and marketing teams to drive business performance.
• Attend industry events and networking opportunities.
• Ensure compliance with all relevant regulations and policies.

Skills

Communication

Interpersonal skills

Education

Bachelor's degree in Business/Finance

Tools

CRM software

Job description

Juniper Atlantic LLC, a financial services company, seeks an Account Manager in Charlotte, NC. This full-time position involves managing client relationships and growing business in the banking sector.

The Account Manager will develop and maintain client relationships, meet their needs, and drive business growth. Tasks include client consultations, sales, and relationship management.

You will collaborate with the sales team in a professional setting within the bustling city of Charlotte, North Carolina. This role demands robust communication skills to effectively convey information and ideas, as well as strong relationship-building abilities to establish and maintain positive connections with clients and colleagues. You will be expected to actively listen, provide clear and concise feedback, and adapt your communication style to suit different audiences. Additionally, you will need to demonstrate empathy and understanding, fostering a supportive and inclusive work environment. The role also requires the ability to network effectively, both within the company and externally, to build a strong professional reputation and expand business opportunities.

The annual salary range for this position is between $60,000 and $89,722, providing a competitive compensation package. Employees can expect comprehensive health insurance coverage, including medical, dental, and vision plans, to support their well-being. Additionally, the company offers robust retirement plans, such as a 401(k) with matching contributions, to help employees save for their future. Professional development opportunities are also available, including tuition reimbursement for further education and access to training programs and workshops to enhance skills and advance in their careers.

Candidates should have a bachelor's degree in business, finance, or related field. Experience in account management or sales is required. Strong communication and interpersonal skills are essential.

What You Will Do:

• Manage and maintain client relationships.
• Develop and implement sales strategies to grow client accounts.
• Monitor client activity and provide regular reports.
• Collaborate with the sales and marketing teams to drive business performance.
• Attend industry events and networking opportunities.
• Ensure compliance with all relevant regulations and policies.

What You Bring:

• Bachelor's degree in Business, Finance, or a related field.
• 3-5 years of experience in account management or a similar role.
• Strong understanding of the banking industry.
• Excellent communication and interpersonal skills.
• Proven ability to meet and exceed sales targets.
• Familiarity with CRM software.