BVF Account Executive
Citizens Business Bank · San Jose, CA · 4 days ago
Business DevelopmentFull-time
Essential Duties And Responsibilities
- Complies with, and stays abreast of, all policies and procedures, federal and state laws applicable to the job.
- Processes daily client funding requests.
- Performs daily collections, verification and accounts receivable functions.
- Approves and recommends account debtor credit limits.
- Maintains an excellent working relationship with clients.
- Manages the customer-related accounting activities.
- Identifies non-earning assets and/or collateral for potential write-offs.
- Participates in group mailings and verifications.
- Identifies and attempts to cure defaults by either requesting an increase or addition to collateral or by developing and negotiating a repayment plan.
- Provides, presents, and promotes the Citizens Experience to all external and internal customers.
Qualifications
- Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.
- Ability to read and comprehend simple instructions, short correspondence, and memos.
- Ability to write simple correspondence.
- Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
- Ability to apply concepts of basic algebra and geometry.
Other Skills And Abilities
- Proficiency with basic accounting concepts.
- Ability to defuse highly stressful situations over the phone and excellent customer service and problem-solving skills.
- Good organizational and time management skills are required.
Physical Demands
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- The work environment is usually moderate.