Mid-Market Account Manager
About the role
As a Mid-Market Account Manager at SWBC, you will play a pivotal role in maintaining and expanding relationships with mid-sized clients (those with revenue of $25,000 or less). You will understand their unique needs, identify growth opportunities, and ensure their satisfaction with our products and services. Your primary objective will be to drive account growth and financial profitability while providing exceptional customer service.
This role offers a compelling opportunity to cultivate robust connections with both internal colleagues and esteemed partners. It provides the chance to engage your critical thinking abilities, tackle complex problems, and deliver impactful risk management solutions to financial institutions, benefiting their employees and borrowers.
Responsibilities
- Builds and maintains strong, long-lasting relationships with mid-sized clients, becoming their trusted advisor.
- Identifies growth opportunities within client accounts and develops strategies to maximize revenue and profitability.
- Stays up to date with our products and services to effectively present them to clients and address their inquiries.
- Develops account plans and strategies that align with the company's objectives and client needs.
- Works closely with internal teams, including Sales, Marketing, and Product Development, to ensure seamless client experiences.
- Addresses and resolves client issues or concerns promptly and effectively, ensuring a positive client experience.
- Provides regular reports on account status, revenue forecasts, and market trends to management.
- Strives for the success and satisfaction of clients, ensuring they receive maximum value from our offerings.
- Applies critical thinking skills to analyze client challenges, identify root causes, and develop innovative solutions that align with the company's goals and client objectives.
- Travels to designated top clients within assigned territory, including prospective clients, via auto or air.
Requirements
- Bachelor’s degree in Business, Marketing, Finance, or a related field is typically required.
- At least 2-3 years of relevant experience in account management, sales, or a related customer-facing role.
- Knowledge of financial services, risk management, or related fields is a plus.
- Strong written and verbal communication skills.
- Ability to analyze issues, identify solutions, and implement them to meet client needs.
- Deep commitment to understanding and meeting client needs, with a focus on customer satisfaction.
- Excellent interpersonal and relationship-building skills to establish and maintain trust with clients and colleagues.
- Adherence to high ethical standards and a commitment to compliance with industry regulations.
- Ability to work independently and stay motivated to achieve goals and targets.
Benefits
- Competitive overall compensation package
- Work/Life balance
- Employee engagement activities and recognition awards
- Years of Service awards
- Career enhancement and growth opportunities
- Leadership Academy and Mentor Program
- Continuing education and career certifications
- Variety of healthcare coverage options
- Traditional and Roth 401(k) retirement plans
- Lucrative Wellness Program
Based upon employee eligibility.