Account Executive
Heritage Bank of Commerce
San Jose, CA
Business Development, Sales / Marketing
$20.51 - $34.00
Job Description
The Account Executive will serve as the main customer phone contact, and as such will take action to ensure maximum customer satisfaction, resolve client problems, and monitor client collateral for BVF.
Essential Duties And Responsibilities
- Assist with client requests and provide an exceptional customer experience:
- Maintain an excellent working relationship with clients
- Monitor, track, and follow up on client problems requiring direct resolution
- Process requests, reports, and additional items:
- Process daily client funding requests
- Perform daily collections, verification and accounts receivable functions
- Approves and recommends account debtor credit limits
- Manage customer related accounting activities
- Identify non-earning assets and/or collateral for potential write-offs
- Identify and attempt to cure defaults
- Participate in group mailings and verifications
- Performs all other duties and special projects as assigned
- Associate’s degree or equivalent work experience
- Effective communication skills in presenting information in one-on-one and small group situations to customers and other employees of the organization
- Proven time management and problem solving skills with the ability to organize, prioritize, and handle multiple tasks
The employee is responsible for ensuring compliance with all aspects of job related laws and regulations and must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials.
Job related laws and regulations include, but are not limited to the following: Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure.
Heritage Bank of Commerce is an Equal Opportunity Employer committed to diversity and inclusion. We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state or local laws.
About the company
Company website•Banking
The Future Needs a Heritage
Heritage Bank of Commerce, founded in 1994, is a community business bank headquartered in San Jose. For over 30 years, HBC has provided a consultative relationship banking approach with clients, offering valuable services to help them achieve their long-term business goals. The Bank combines the classic values of relationship-based, customer-focused community banking, with a forward-looking, strategic approach. Our solution-driven team of experienced, dedicated and innovative bankers, partner with you to find a custom solution that fits your business needs. Our large spectrum of credit and loan products spans from factoring to open lines of credits, cash management solutions to support and leverage your business cash flow, as well as a dedicated HOA Specialty Banking department servicing the HOA community with the latest in banking technology.
Bank Focused on People Working with People
With over 800 Non-profit organizations spanning a wide variety of industries, we know the intricacy of banking for non-profits. At HBC, we take a strong consultative approach empowering you to make meaningful business decisions that will allow you to have a strong impact in your community.
As a conservative five plus billion dollar, publicly traded, 5-Star Bauer Financial rated, FDIC insured bank we check all the traditional boxes for a financial institution. But community banking is much more. HBC is involved on a deeper level with industry, business and community leaders, and is able to leverage this network successfully for our client’s business goals. As part of our mission to give back, our relationship managers are required to be active in their community. They serve on boards, are deeply involved with their local business organizations and chambers, and are taking active roles in shaping their business areas.
Member FDIC | Equal Housing Lender | NMLS ID# 486849