Strategic Account Manager: Client Growth & Ops Liaison

KLC Financial; Minnetonka (MN); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Gulf Coast Bank & Trust Company is seeking an Account Manager to oversee a designated portfolio and act as a right-hand resource to the sales team. You will facilitate communication across Sales, Ops, Accounting, Titling, and Customer teams to support service delivery and growth.

The role focuses on maintaining strong client relationships, managing the onboarding of new accounts, resolving issues, and ensuring adherence to program terms.

Formación

• Bachelor's degree or equivalent experience in administrative/financial fields.
• Adaptability to changing work environments with flexibility and composure under pressure.
• Dependability and accountability, able to meet commitments.
• Initiative and willingness to take on new responsibilities.
• Productivity and time management to meet deadlines.
• Quality focus and attention to detail.
• Strong communication and teamwork across departments.

Responsabilidades

• Provide courteous, timely, and effective customer service to internal and external customers.
• Maintain positive customer experience by resolving concerns and auditing charges.
• Manage relationships to acquire future business and coordinate with vendors/referrals.
• Oversee portfolio knowledge of client operations, deals, platforms.
• Ensure terms comply with program structure and document changes.
• Coordinate with Underwriting, Sales, Accounting, Ops, Collections to manage portfolio.
• Interact with Operations to ensure daily procedures are consistent.
• Communicate with clients to keep them informed of activity and needs.
• Assist management and cross-train teammates as needed.
• Other duties as assigned.

Conocimientos

Adaptability

Dependability

Initiative

Productivity

Quality

Communication

Teamwork

Educación

Bachelor's degree or equivalent experience

Descripción del empleo

Gulf Coast Bank & Trust Company is seeking an Account Manager to oversee a designated portfolio and act as a right-hand resource to the sales team. You will facilitate communication across Sales, Ops, Accounting, Titling, and Customer teams to support service delivery and growth.

The role focuses on maintaining strong client relationships, managing the onboarding of new accounts, resolving issues, and ensuring adherence to program terms.