Jobs · Business Development · California

BVF Account Executive

Citizens Business Bank · San Jose, CA · 2 mo 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.

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