Branch Account Manager

Velocity Flex

  • Montebello, California
  • 30+ days ago

    Highlights

    This position is responsible for managing the company’s portfolio of accounts, including Banking, ATM, and Retail customers, reporting to the Senior Vice President of Branch Accounts. Work closely with operation teams to achieve superior proposals—present proposals and programs to potential new clients.

    Numbers & Facts

    LocationMontebello, California

    Description

    Job Overview:

    This position is responsible for managing the company’s portfolio of accounts, including Banking, ATM, and Retail customers, reporting to the Senior Vice President of Branch Accounts.

     

    Accountabilities:

    • Act as the liaison between the clients and branches.
    • Proactively meet and consult with clients to ensure superior service levels are met.
    • Bilingual English/Spanish preferred
    • Respond to RFPs and other new business opportunities within assigned territory. Work closely with operation teams to achieve superior proposals—present proposals and programs to potential new clients.

     

    Primary Requirements:

    • Bachelor’s degree, desired, with a Business Management/ Administration focus.
    • Minimum 5 years of sales and account management experience.
    • Working knowledge and understanding of enterprise finance platforms.
    • Understanding of branch operations.
    • P&L experience.
    • Ability to travel within the designated territory, up to 50% and/or as needed for client meetings, is required.

     

    Benefits:

    • Vacation and Sick Time (PTO) as well as Paid Holidays
    • Health & Dental Insurance
    • Vision Insurance
    • 401(k) Plan
    • Basic Life Insurance Plan
    • Voluntary Life Insurance Plan
    • Flexible Spending and Health Savings Account
    • Dependent Care Account
    • Industry-leading Training and Development

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