Banking Account Growth & Relationships 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 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.