How to hire a branch account executive

How to hire a branch account executive, step by step

Here's a step-by-step branch account executive hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a branch account executive job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new branch account executive
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you post your branch account executive job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find a branch account executive for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   Hiring the perfect branch account executive also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   This list shows salaries for various types of branch account executives.

   Type of Branch Account Executive	Description	Hourly rate
   Branch Account Executive	Securities, commodities, and financial services sales agents connect buyers and sellers in financial markets. They sell securities to individuals, advise companies in search of investors, and conduct trades.	$20-49
   Relationship Banker	A relationship banker is responsible for providing financial advice by applying financial disciplines in the banking industry. Relationship bankers process financial transactions on their clients' bank accounts, generate account statements, and reiterate bank policies to support clients' financial goals and objectives... Show more	$13-23
   Personal Banker	A personal banker is responsible for managing the customers' financial records and assisting them in various banking transactions. Personal bankers' duties also include handling customers' inquiries for financial plans, understanding the banking and financial industry principles, processing applications, verifying account details, and offering bank products based on the customers' needs... Show more	$13-23

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Service
   • Insurance Products
   • Administrative Tasks
   • Credit Worthiness
   • Real Estate Loans
   • Past Due Accounts
   • Loan Payments
   • Customer Accounts
   • Collection Calls
   • Trusting Relationships
   • Insurance Claims
   • Payment Processing
   • Loan Closings
   • Customer Satisfaction

   Check all skills

   Responsibilities:

   • Manage all aspects of tactical implementations, including creative and technical development, measurement, reporting and ROI analysis.
   • Utilize SalesForce automation to effectively generate accurate sales forecasting, develop territory planning strategy, and produce detail client reporting.
   • Focuse on portfolio growth, relationship management, product promotion and office management.

3. Make a budget

   Including a salary range in your branch account executive job description is a great way to entice the best and brightest candidates. A branch account executive salary can vary based on several factors:

   • Location. For example, branch account executives' average salary in alabama is 57% less than in new york.
   • Seniority. Entry-level branch account executives earn 59% less than senior-level branch account executives.
   • Certifications. A branch account executive with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in a branch account executive's salary.

   Average branch account executive salary

   $66,124yearly

   $31.79 hourly rate

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   Entry-level branch account executive salary

   $42,000 yearly salary

   Updated December 16, 2025

4. Writing a branch account executive job description

   A good branch account executive job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a branch account executive job description:

   Branch account executive job description example

   At Verint, we believe customer engagement is at the core of global brands. Our mission is to help organizations discover opportunities scarcely imagined by connecting work, data, and experiences enterprise wide. We hire innovators with the passion, creativity, and drive to answer constantly shifting market challenges and deliver impactful results for our customers. Our commitment to attracting and retaining a talented, diverse, and engaged team creates a collaborative environment that openly celebrates all cultures and affords personal and professional growth opportunities. Learn more at www.Verint.com. Verint Workforce Management for Branch helps financial institutions meet their business objectives and branch strategy to improve efficiencies, enhance customer experience, and drive sales and revenue growth. Our purpose-built solutions assist banking leaders in staffing and scheduling branch resources to achieve sales, reallocate staff based on customer demand, and leverage market opportunity.
   
   The Account Executive, Branch Workforce Solutions is responsible for identifying, crafting, negotiating, and closing Workforce Management for Branch Software as a Service ("SaaS") deals as well as deals involving related strategic consulting services. The Account Executive will also seek opportunities to sell additional branch solutions from the Verint Cloud Platform and will actively seek out new sales leads and business opportunities through networking and business referrals to identify necessary decision makers and drive complex deals to completion in a matrixed
   Responsibilities include:
   
   + Sell Verint's branch workforce solutions and become a trusted advisor to the Head of Retail Banking, Head of Branch Distribution Strategy, Head of Branch Workforce Planning, and other buying influencers.
   
   + Manage complex sales cycles from prospecting to close.
   
   + Drive net new revenue growth through new logo acquisition and expansion of current accounts.
   
   + Continually build a pipeline of new business, upsell, and cross-sell opportunities.
   
   + Develop and execute strategic plans for your territory and create reliable forecasts including weekly and monthly sales forecasts, the status of the sales pipeline and results of prospecting activities.
   
   + Execute the Company's sales strategies and achieve established sales quota in the assigned territory by identifying business opportunities through territory management, target account prospecting, and profiling.
   
   + Responsible for understanding the customers' branch strategy and business needs.
   
   + Maintain a comprehensive and on-going knowledge of Verint WFM for Branch and related products and technology, as well as banking industry trends.
   
   Minimum Requirements:
   
   + Bachelor's Degree or equivalent work experience.
   
   + Five years of quota-carrying experience selling SaaS, B2B applications, or other enterprise software experience to financial services institutions
   
   + Proven track record of exceeding quota attainment.
   
   + Must be able to effectively prospect and identify business opportunities, conduct needs analysis and present and close solutions sales to targeted accounts in a team selling environment.
   
   + Effective and professional presentation and communication skills, both written and verbal are required.
   
   + Ability to penetrate and establish relationships with customer's senior level executives.
   
   + Ability to partner with multiple sales channels both internally (product experts, Sales consultants) and externally (channel partners).
   
   + Travel approximately 50-75%.
   
   + Successful completion of a background screening process including, but not limited to, employment verifications, criminal search, OFAC, SS Verification, as well as credit and drug screening, where applicable and in accordance with federal and local regulations.
   
   + The ability to obtain the necessary credit line required to travel.
   
   Preferred Requirements:
   
   + Preferred knowledge of retail banking, branch operations, and/or workforce management is a plus.
   
   #LI-BM1

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5. Post your job

   There are a few common ways to find branch account executives for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   Post your job online:

   • Post your branch account executive job on Zippia to find and recruit branch account executive candidates who meet your exact specifications.
   • Use field-specific websites such as salesjobs, salesheads, allretailjobs.com, sales trax.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit branch account executives, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new branch account executive

   Once you've selected the best branch account executive candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the agreement with a contract.

   You should also follow up with applicants who don't get the job with an email letting them know that you've filled the position.

   After that, you can create an onboarding schedule for a new branch account executive. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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