Branch account executive job description
Updated March 14, 2024
3 min read
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Example branch account executive requirements on a job description
Branch account executive requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in branch account executive job postings.
Sample branch account executive requirements
- Bachelor's Degree in Business, Finance, or related field.
- Minimum of 2 years of sales experience.
- Demonstrated ability to exceed sales goals.
- Strong understanding of financial products.
- Proficiency in Microsoft Office, CRM, and other related software.
Sample required branch account executive soft skills
- Excellent customer service and communication skills.
- Ability to prioritize and multitask in a fast-paced environment.
- Strong problem-solving and organizational skills.
- Self-motivated and able to work independently.
- A results-oriented mindset.
Branch account executive job description example 1
Verint branch account executive job description
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
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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Updated March 14, 2024
Updated March 14, 2024