Account executive lead job description
Updated March 14, 2024
3 min read
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Example account executive lead requirements on a job description
Account executive lead requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in account executive lead job postings.
Sample account executive lead requirements
- Bachelor's degree in Business Administration or related field.
- 5+ years of experience in Account Executive role.
- Proven track record of sales success.
- Excellent knowledge of CRM software.
- Strong financial acumen.
Sample required account executive lead soft skills
- Exceptional interpersonal and communication skills.
- Highly organized and detail-oriented.
- Strong ability to multitask and prioritize tasks.
- Ability to work in a fast-paced environment.
Account executive lead job description example 1
Old National Bank account executive lead job description
Old National Bank is honored to be named one of the World's Most Ethical Companies for the 11th consecutive year!
Old National Bank was established in 1834. Today, we are the largest financial services holding company with dual headquarters in Chicago and Evansville, IN. We provide an array of services to our clients which include Community Banking, Investments, and Wealth Management. At Old National, we believe that by helping our team members balance work life with home life, we create a more productive workforce and a stronger company.
We are currently seeking a Commercial Segment Executive that will manage and coach a team of relationship managers to meet sales goals, while adhering to credit quality and processing standards. In addition to leading the team, the Commercial Segment Executive manages a portfolio and is responsible for achieving personal sales goals. The Commercial Segment Executive leads and influences others by demonstrating Old National's values and leadership principles.
Key Accountabilities
Achieve Sales Targets
+ Communicates sales goals and expectations and manages performance of relationship managers.
+ Leads sales management efforts and activities including weekly sales meetings, business development calls, client relations and coaching of relationship managers.
+ Mentors, develops and coaches relationship managers to deepen lending segment knowledge and expertise.
+ Provides direction to relationship managers regarding proactive sales activities that lead to results.
+ Partners with Treasury Management and Merchant Services, Wealth, Community Banking and others to offer solutions that deepen client relationships.
Portfolio Management - Team and Individual
+ Ensures loan requests meet the requisite level as set forth under current loan standards by evaluating loan requests for proper purpose, structure and pricing.
+ Manages delinquencies and portfolio to ensure that classified credits are recognized timely and referred promptly to Special Assets.
+ Manages a portfolio of clients satisfactorily, ensuring the relationships are maintained in a professional manner and monitoring of the portfolio meets ONB loan standards.
Team Leadership
+ Performs various management responsibilities including staffing, performance management, coaching and recruitment/hiring.
+ Ensures relationship managers receive adequate training so they are fully able to make informed credit risk decisions.
+ Demonstrates partnership with internal client services and credit teams to create an outstanding client experience.
Qualifications and Education Requirements
+ Bachelor's Degree in Accounting, Finance, Economics or Management and/or equivalent work experience. Master's Degree with an emphasis in Accounting or Finance, preferred.
+ Minimum 10 years relevant commercial banking experience with a super community or regional bank strongly preferred.
+ Proven leadership experience, including prior management of relationship managers.
+ Strong communication, negotiation and sales skills.
+ Thorough knowledge of current loan standards, loan review administration and banking/OCC procedures.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Head of Talent Acquisition, SVP, to fill a specific position
External Job Title: CORP BANKING EXEC, MARKET LEAD (DETROIT MARKET)
Old National Bank was established in 1834. Today, we are the largest financial services holding company with dual headquarters in Chicago and Evansville, IN. We provide an array of services to our clients which include Community Banking, Investments, and Wealth Management. At Old National, we believe that by helping our team members balance work life with home life, we create a more productive workforce and a stronger company.
We are currently seeking a Commercial Segment Executive that will manage and coach a team of relationship managers to meet sales goals, while adhering to credit quality and processing standards. In addition to leading the team, the Commercial Segment Executive manages a portfolio and is responsible for achieving personal sales goals. The Commercial Segment Executive leads and influences others by demonstrating Old National's values and leadership principles.
Key Accountabilities
Achieve Sales Targets
+ Communicates sales goals and expectations and manages performance of relationship managers.
+ Leads sales management efforts and activities including weekly sales meetings, business development calls, client relations and coaching of relationship managers.
+ Mentors, develops and coaches relationship managers to deepen lending segment knowledge and expertise.
+ Provides direction to relationship managers regarding proactive sales activities that lead to results.
+ Partners with Treasury Management and Merchant Services, Wealth, Community Banking and others to offer solutions that deepen client relationships.
Portfolio Management - Team and Individual
+ Ensures loan requests meet the requisite level as set forth under current loan standards by evaluating loan requests for proper purpose, structure and pricing.
+ Manages delinquencies and portfolio to ensure that classified credits are recognized timely and referred promptly to Special Assets.
+ Manages a portfolio of clients satisfactorily, ensuring the relationships are maintained in a professional manner and monitoring of the portfolio meets ONB loan standards.
Team Leadership
+ Performs various management responsibilities including staffing, performance management, coaching and recruitment/hiring.
+ Ensures relationship managers receive adequate training so they are fully able to make informed credit risk decisions.
+ Demonstrates partnership with internal client services and credit teams to create an outstanding client experience.
Qualifications and Education Requirements
+ Bachelor's Degree in Accounting, Finance, Economics or Management and/or equivalent work experience. Master's Degree with an emphasis in Accounting or Finance, preferred.
+ Minimum 10 years relevant commercial banking experience with a super community or regional bank strongly preferred.
+ Proven leadership experience, including prior management of relationship managers.
+ Strong communication, negotiation and sales skills.
+ Thorough knowledge of current loan standards, loan review administration and banking/OCC procedures.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Head of Talent Acquisition, SVP, to fill a specific position
External Job Title: CORP BANKING EXEC, MARKET LEAD (DETROIT MARKET)
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Updated March 14, 2024
Updated March 14, 2024