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Branch account executive skills for your resume and career

Updated January 8, 2025

3 min read

Below we've compiled a list of the most critical branch account executive skills. We ranked the top skills for branch account executives based on the percentage of resumes they appeared on. For example, 18.4% of branch account executive resumes contained customer service as a skill. Continue reading to find out what skills a branch account executive needs to be successful in the workplace.

15 branch account executive skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how branch account executives use customer service:

Ensured excellent customer service and company guidelines by evaluating credit criteria for approval or denial of applications.
Support and develop existing territory base by upgrading leases and providing exceptional customer service.

2. Insurance Products

Here's how branch account executives use insurance products:

Sell personal loans and insurance products, making recommendations of credit worthiness and recommending solutions to difficult delinquent accounts.
Performed key responsibilities including: selling personal & small business loans along with excellent insurance products to protect our valued clients.

3. Administrative Tasks

Here's how branch account executives use administrative tasks:

Performed administrative tasks such as cash drawer management daily.
Executed administrative tasks, and managed basic branch operations.

4. Credit Worthiness

Here's how branch account executives use credit worthiness:

Performed analysis of credit worthiness and made recommendations that would provide customers guidance and solutions to difficult delinquent accounts.
Assessed and made recommendations of credit worthiness including finding and recommending solutions to difficult and/or delinquent accounts.

5. Real Estate Loans

Here's how branch account executives use real estate loans:

Exceeded monthly targets selling personal and real estate loans, as well as insurance.
Solicited the sale of personal loans, real estate loans, and auto-secured loans.

6. Past Due Accounts

A credit card account in a bank or any other financial association that is past due in payment is called a past due account. Past due account holders are required to recompense their scheduled payments to the bank or their creditor. The more credit account holders are due, the more they are compelled by their lender to make the payment.

Here's how branch account executives use past due accounts:

Performed collection procedures on past due accounts by contacting customer and developing a plan to resolve and reinstate default accounts.
Manage and control of delinquency levels of current month, potential 30 to 60 days past due accounts.

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7. Loan Payments

Here's how branch account executives use loan payments:

Collect and post customers loan payments.
Processed loan payments and maintained/balanced cash drawer.

8. Customer Accounts

Here's how branch account executives use customer accounts:

Handle general questions concerning customer accounts, while recommending and implementing solutions to difficult delinquent accounts.
Answered phones, typed/prepared various documents, opened/distributed mail, and maintained customer accounts.

9. Collection Calls

Collection calls involve reaching out to clients with unpaid balances to collect payments and verify transactions.

Here's how branch account executives use collection calls:

Perform collection calls to assist delinquent customers by negotiating payment arrangements.
Account managed 100 accounts handling inquiries, collection calls when delinquent, and realized opportunities for sales upgrades.

10. Trusting Relationships

Here's how branch account executives use trusting relationships:

Maintain trusting relationships with longtime customers.
Engage daily interaction with customers via phone or in person to build strong trusting relationships with new and existing customers.

11. Insurance Claims

Here's how branch account executives use insurance claims:

Processed credit investigations and skip traced to locate past due customers* Processed and filed insurance claims for customers on all loans
Processed insurance claims, ran a cash drawer, and completed everyday office tasks.

12. Payment Processing

Here's how branch account executives use payment processing:

Assisted customers with all financial transactions, from payment processing to deposits.
Perform such retail financial operations as payment processing, cash drawer management and daily receipt/dispersible summary reports.

13. Loan Closings

Here's how branch account executives use loan closings:

Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, etc.
Sell loans and insurance, schedule loan closings process loan applications, ensure paperwork is complete and correct.

14. Customer Satisfaction

Here's how branch account executives use customer satisfaction:

Assisted in training and coaching team members to meet sales goals, which increased Standard of Performance and increased customer satisfaction.
Recognized for achieving customer satisfaction score of 90%; top 20% of Branch Account Executives, 2003.

15. Loan Applications

A loan application is a form of request presented by a person to a financial institution for the approval of a loan. This application form carries detailed information regarding the petitioner's identification information, financial competence, and sources of income that indicate whether he can return the loan back or not.

Here's how branch account executives use loan applications:

Processed personal loan applications while investigating and reviewing credit bureau reports to make an informed decision for loan enhancements to recommend.
Processed both residential mortgages and personal loan applications for this leading worldwide financial service provider.

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List of branch account executive skills to add to your resume

The most important skills for a branch account executive resume and required skills for a branch account executive to have include:

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

Loan Applications
Auto Loans
Credit Reports
Bank Deposits
Outbound Calls
Payment Arrangements
Loan Products
Branch Management
Cold Calls
Account Maintenance
Mortgage Loans
NMLS
Life Insurance
Customer Complaints

Business Development
Loan Agreements
Insurance Sales
Credit Analysis
Corporate Financial Statements
Property Evaluations
Cash Drawers
Notary
Credit Applications
Customer Payments
Credit Checks
Consumer Loans

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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