Account Executive

Account Executive America's Christian Credit Union Glendora, CA Job Details Full-time $87,870.00 - $131,805.04 a year 1 day ago Benefits Health savings account Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Professional development assistance Life insurance Qualifications Treasury management Commercial banking expertise Managing customer accounts Branding Community engagement Pricing Financial sales Customer relationship building Non-profit experience Territory sales Identifying new business opportunities Competitive analysis Regulatory compliance Commercial lending Promoting bank products Mid-level Financial analysis Business development Managing clients in a finance role Territory management Customer relationship management Prospecting Business development within finance Sales pipeline management Business planning Portfolio management Outbound calling Achieving sales targets 4 years Account management Banking regulatory compliance Full Job Description Company Overview America's Christian Credit Union (ACCU) is a leading credit union dedicated to providing financial solutions that empower individuals and ministries to achieve their financial goals while expanding God's Kingdom. Our mission is to reinvest every dollar entrusted to us into building churches, funding ministries, and serving our members. Summary We are seeking a motivated Account Executive to join our dynamic team in Glendora, CA. In this role, you will play a crucial part in driving our mission forward by developing relationships with clients and promoting our financial services. Your contributions will directly impact our ability to support ministries and serve our community. Responsibilities New Business Development & Portfolio Management Develops and maintains the credit union's relationships with contacts/customers to maintain and expand business. Maintains a regular calling program on members and prospects as to generate high quality new deposit and loan business in order to achieve or exceed specific production goals. Meets with existing members and prospects through personal calling efforts and other contacts to discuss business needs and recommend ways in which the credit union can help provide business solutions. Assists in planning the portfolio growth through the development of a business plan in alignment with departmental budget and consistent with overall Credit Union asset/liability management objectives. Responsible for expanding prospect and COI base by consistently networking in the community and/or assigned territory. Responsible for the sale and administration of all banking services to include deposits, loans, treasury services, etc. to Not-For Profit and For Profit businesses. Maintains up-to-date knowledge of competitors products and pricing in the market served. Responsible for recommending structuring, pricing and exception-free pre-flights for all credit presentations. Reviews demand deposit profitability analysis and outlines strategies to bring unprofitable accounts back to profitable status. Works with credit members to procure updated financial information on an ongoing basis. Communicates lending decisions to member/prospect. Serves as a representative in various civic and community functions to further enhance its image and develop additional business. Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends. Adapts to changes in sales practices and broader market and industry conditions as needed. Consistently meet or exceed monthly deposit and lending goals. Qualifications At least 4+ years' experience in for-profit and not-for-profit commercial lending, acquiring core banking deposits, business development, and portfolio management. Proven experience in sales or business development, preferably in the financial services sector. Preferred 5+ years of Business Banking experience. Formal Credit Training.

Skills Business Development Client Experience Branding Client Management Client Solutions Advisory Relationship Building Account Management Financial Analysis Leadership Development Loan Structuring Referral Identification Credit Documentation Requirements Pipeline Management Referral Management Regulatory Compliance Risk Management Pay Scale:

Our pay ranges are built to allow for candidates with various levels of skills and experience to be considered, as well as to allow room for growth and tenure achieved in this role over time. Typically, new-hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience, as well as internal equity. Call-To-Action If you are passionate about making a difference through your work and want to be part of a mission-driven organization, we invite you to apply today! Join us in empowering individuals and ministries while expanding God's Kingdom.

Job Type:

Full-time Pay:

$87,870.00 - $131,805.04 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Professional development assistance Vision insurance

Work Location:

Hybrid remote in Glendora, CA 91740