Pay Range: $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
QUALIFICATIONS/PROFESSIONAL EXPERIENCE
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
COMPLIANCE RESPONSIBILITIES
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 • SEC regulations related to corporate governance and disclosure
HERITAGE BANK OF COMMERCE EMPLOYMENT POLICY
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.