Account Executive - Heritage Bank of Commerce : Job Details

Job Code: HBC 24-78

Job Summary:

The Account Executive will serve as the main customer phone contact, ensuring maximum customer satisfaction, resolving client problems, and monitoring client collateral for BVF.

Pay Range:

Base Compensation is dependent upon role, experience, and skill set: Min- $20.51/hr Max- $34.18/hr

Primary 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
  • Approve and recommend 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
• Perform all other duties and special projects as assigned

Qualifications:

• 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; 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.