Account Manager Senior

Account Manager Senior

The Account Manager Senior is responsible for coordinating projects and processes relating to an array of banking commercial products. Working independently with limited supervision, this job manages projects and prospects associated with commercial operations and optimizes data input processes, quality control, client statement preparations and error identification. This job elevates reporting issues to managers and maintains the accuracy of the company's commercial loan management system.

Key Responsibilities and Duties

• Manages processing of commercial banking operations such as loans, letters of credit and banking guarantees.
• Reviews and approves data input from loan applications and related documentation into a commercial loan management system to ensure quality, accuracy and completeness of data entered.
• Prepares statements for clients and conducts reconciliation and investigation when needed.
• Reviews and provides information on existing loans to clients as requested.
• Oversees execution of best practices for resolving out-of-balance transactions.
• Identifies and escalates erroneous transactions and reports issues to management for issue resolution.
• Coaches and reviews work of lower-level colleagues to ensure high quality delivery of services and products.

Educational Requirements

• University (Degree) Preferred

Minimum Qualifications

• 3+ years of experience in commercial banking operations, loan servicing, or commercial account management, with responsibility for processing and maintaining commercial banking products.
• Experience reviewing and validating loan documentation and data entry, ensuring accuracy, completeness, and adherence to established procedures.
• Strong reconciliation, problem-solving, and transaction research skills, including identifying discrepancies, resolving issues, and escalating exceptions when necessary.

Preferred Qualifications

• 5+ years of commercial banking experience supporting products such as commercial loans, letters of credit, banking guarantees, or treasury management services.
• Experience mentoring, coaching, or reviewing the work of team members, along with advanced knowledge of commercial loan management systems and banking operations best practices.

Role Specific Work Experience

• 3+ Years Required; 5+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

7IC

Qualifications

Posting end date: 10/31/2026