Account Manager

Tasks

The Account Manager's responsibilities include:

• Handling account administration, documentation procedures, and day-to-day operations, as well as projects related to account administration
• Independently interact with customers in all aspects of account management
• Supporting the Relationship Manager (RM) and the team in communicating with internal and external stakeholders
• Organization and follow-up of customer meetings, including logistics and document preparation
• Supporting the RM with investigations and troubleshooting, as well as maintaining internal relationships

Requirements

The requirements for the Account Manager are:

• Relevant professional experience as an Assistant Relationship Manager or 3 years of experience as an ARM, along with a job-related college degree (e.g., bachelor's degree, CFA, or similar)
• Successful completion of the internal ARM training program
• Proven track record in serving bank customers with complex needs (onboarding new customers, maintaining and expanding existing relationships)

Professional Skills

The required professional skills are:

• Strong attention to detail, with a focus on accuracy and high standards in documentation
• Excellent MS Office skills

Personnel and social skills

The required interpersonal and social skills are:

• Ability to work independently
• Excellent adaptability to different situations (ability to work with RM and customers from diverse backgrounds)
• A positive "can-do" attitude and an open-minded approach to challenges
• Taking on additional responsibilities as needed
• Striving for Excellence (Finding Ways to Do Things Smarter, Faster, and Better)

Risk management and controls

The Account Manager must:

• Fully comply with compliance requirements, legal guidelines, internal rules, regulations, and policies
• Serve as the first line of defense against risks by raising concerns, independently investigating issues, and escalating matters when there is uncertainty
• Demonstrate appropriate values and behaviors, including honesty, integrity, diligence, fairness, and competence