Banking Account Executive — Growth & Client Relationships

Appone; Frisco (TX); On-site; USD 50,000 - 80,000; Full time

Job summary

PointBank in Frisco, TX is seeking an Account Executive to drive outside sales and expand our branch portfolio. You will solicit new business, qualify opportunities, and maintain relationships with existing customers.

Responsibilities include managing leads in CRM, meeting sales goals, and promoting bank products and services. The role requires a bachelor’s degree and strong communication skills; it is a full-time, on-site position in Frisco.

Qualifications

• Requires a bachelor's degree in area of specialty or related field.
• Experience in outside sales or banking is preferred.
• Strong customer service and communication skills.

Responsibilities

• Initiate outside sales calls to target and secure new business to grow branch portfolios.
• Input and update status of all leads and working customers into CRM to track progress and performance.
• Grow the bank's commercial loan portfolio to meet bank goals and objectives.
• Serve customers within existing personal and commercial portfolios.

Education

Bachelor's degree in area of specialty

Tools

CRM

Job description

PointBank in Frisco, TX is seeking an Account Executive to drive outside sales and expand our branch portfolio. You will solicit new business, qualify opportunities, and maintain relationships with existing customers.

Responsibilities include managing leads in CRM, meeting sales goals, and promoting bank products and services. The role requires a bachelor’s degree and strong communication skills; it is a full-time, on-site position in Frisco.