Account Manager (Remote - California Based)

Overview As a Large-Market Account Manager at SWBC, you will play a pivotal role in maintaining and expanding our relationships with large-sized clients. Large-sized clients are defined as those with an annual revenue exceeding $25,000. You will be responsible for understanding their unique needs, identifying growth opportunities, and ensuring their satisfaction with our products and services. Your primary objective will be to drive account growth and financial profitability while providing exceptional customer service.
Why You Will Love This Role This role offers a compelling opportunity to cultivate robust connections with both internal colleagues and our esteemed partners. It provides you with 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.
Essential Duties Builds and maintains strong, long-lasting relationships with large-sized clients, becoming their trusted advisor.
Identifies growth opportunities within client accounts and develop 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.
Auto or air travel to designated top clients within assigned territory, to also include prospective clients.
Minimum Qualifications 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.
The ability to analyze issues, identify solutions, and implement them to meet client needs.
A deep commitment to understanding and meeting client needs, along 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.
The ability to work independently and stay motivated to achieve goals and targets.
Compensation At SWBC, our pay structure is based upon the market data for each role and we have established compensation ranges to ensure that we remain competitive. Any offer of employment is based upon individual experience, market data, and geographic location for each role. This role may be eligible for additional incentive compensation in the form of either commission or performance bonus.
The Base Salary Range For This Position Is
$57,148.00 - $114,296.00
Competitive overall compensation package
Work/Life balance
Employee engagement activities and recognition awards
Years of Service awards
Career enhancement and growth opportunities
Emerging Professionals 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
Additional Information SWBC is a Substance-Free Workplace and requires pre-employment drug testing.
Please note, SWBC does not hire tobacco users as allowed by law.
To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.

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