Account Manager

📌 Core Information

🔹 Job Title: Account Manager

🔹 Company: COMMERCEWEST BANK

🔹 Location: Irvine, California, United States

🔹 Job Type: On-site

🔹 Category: 💼 Account Management

🔹 Date Posted: March 31, 2025

🔹 Experience Level: 5-10 years

🔹 Remote Status: On-site

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Retaining and servicing existing client depository relationships
• Providing tailored banking solutions with high-touch phone and email service
• Expanding depository portfolio focusing on KEO depository accounts
• Achieving 100% client retention by recommending customized deposit proposals

ASSUMPTION: This position primarily involves managing client relationships and ensuring satisfaction with banking services. The goal is to maintain and grow the bank's current client base.

📋 Key Responsibilities

✅ Meet and exceed monthly AM scorecard goals, including deposit retention and growth

✅ On-board new deposit accounts ensuring compliance with regulations

✅ Maintain a portfolio emphasizing client retention and cross-selling

✅ Build relationships with Business Banking Officers to identify new prospects

✅ Cultivate client referrals and manage an active prospects pipeline

✅ Log client interactions in CRM database to track cross-sell opportunities

✅ Serve as a client advocate for resolving issues

✅ Work with corporate staff to enhance client relationships and onboarding processes

✅ Perform teller-related transactions and other operational tasks as assigned

✅ Adhere to the bank’s operational guidelines and compliance policies

✅ Engage in additional duties and special projects as required

ASSUMPTION: The responsibilities focus on client management and support, with additional emphasis on operational tasks and compliance adherence.

🎯 Required Qualifications

Education: High School diploma required; College degree preferred

Experience: 7-10 years in bank operations, portfolio depository management, and commercial banking

Required Skills:

• Client relationship management
• Bank operations knowledge
• Commercial banking expertise

Preferred Skills:

• Advanced communication skills
• Attention to detail and accuracy

ASSUMPTION: Candidates are expected to have a strong foundation in banking operations and customer service, with additional experience in portfolio management.

💰 Compensation & Benefits

Salary Range: $65,000.00 - $75,000.00

Benefits:

• Healthcare coverage
• 401(k) retirement plan
• Paid time off (PTO)

Working Hours: Full-time, 40 hours per week, day shift

ASSUMPTION: Compensation is competitive and typical for account management roles within the banking industry, with standard benefits.

📌 Applicant Insights

🔍 Company Context

Industry: Banking

Company Size: Medium-sized enterprise (51-200 employees), which allows for a more personalized work culture

Founded: 2001

Company Description:

• Focuses on redefining banking for small and mid-sized businesses in Southern California
• Promotes a flexible, tailored banking experience with high-quality service
• Employs experienced professionals to manage client assets and enhance shareholder value

Company Specialties:

• "Bank on the Difference"
• Customized Loan and Deposit Products
• Banking by Appointment

Company Website: http://www.cwbk.com

ASSUMPTION: The company is committed to catering to specific banking needs of businesses, aiming to create a low-stress environment that emphasizes safety and customer satisfaction.

📊 Role Analysis

Career Level: Mid to senior-level, based on experience requirements

Reporting Structure: Reports to the Manager of Deposit Services

Work Arrangement: Full-time, on-site

Growth Opportunities:

• Professional development through client management experience
• Potential to advance to senior account management roles
• Opportunity to specialize in treasury management and banking operations

ASSUMPTION: The role offers career development in banking client services, with potential upward mobility within the company.

🌍 Location & Work Environment

Office Type: Corporate headquarters

Office Location(s): 2445 McCabe Way, Suite 300, Irvine, California 92614, US

Geographic Context:

• Located in a major Californian business hub
• Features a dynamic and strategic environment for banking professionals
• Access to a wide range of local businesses

Work Schedule: Day shift with standard banking hours

ASSUMPTION: Located in a thriving business area, facilitating networking and relationship-building.

💼 Interview & Application Insights

Typical Process:

• Initial application review
• Phone or video interview with HR
• In-person interview with hiring manager

Key Assessment Areas:

• Banking and financial knowledge
• Client relationship skills
• Problem-solving capabilities

Application Tips:

• Highlight relevant banking experience
• Demonstrate knowledge of commercial banking practices
• Prepare examples of client management successes

ATS Keywords: Client Relationship Management, Bank Operations, Portfolio Management

ASSUMPTION: The application process is typical for banking roles, focusing on customer service and operational expertise.

🛠️ Tools & Technologies

• Bank’s Client Relationship Management (CRM) Database
• Treasury management software
• Standard office software (e.g., MS Office)

ASSUMPTION: Familiarity with financial software systems and standard banking tools is essential.

👔 Cultural Fit Considerations

Company Values:

• Client-centered service
• Financial integrity
• Community engagement

Work Style:

• Collaborative team environment
• Flexible, client-oriented approach
• Driven by precision and customer satisfaction

Self-Assessment Questions:

• Do you have a strong background in banking operations?
• Are you experienced in managing multiple client accounts?
• Do you excel in communication and customer service?

ASSUMPTION: Candidates should expect a work culture centered around client satisfaction and teamwork.

⚠️ Potential Challenges

• Managing a high number of client accounts
• Adapting to a fast-paced banking environment
• Ensuring compliance in account management processes
• Balancing client service with operational responsibilities

ASSUMPTION: The position requires adaptability and strong multitasking skills to navigate its demands successfully.

📈 Similar Roles Comparison

• Roles may differ in focus on corporate vs. individual client management
• Differences in the level of sales or cross-selling responsibilities
• Variety in team compositions across similar banking institutions

ASSUMPTION: The position aligns with typical account management roles but may vary based on the bank's specific client service model.

📝 Sample Projects

• Integrated new CRM workflows to enhance client interaction tracking
• Developed targeted strategies for cross-selling treasury management products
• Streamlined account onboarding processes to improve client satisfaction

ASSUMPTION: Successful candidates may engage in projects aimed at improving client relationships and operational efficiency.

❓ Key Questions to Ask During Interview

• What is your strategy for managing high-value client relationships?
• How do you handle compliance issues in client portfolio management?
• What tools do you use to track and enhance customer service levels?
• Can you describe the team structure within the Account Management department?
• What opportunities exist for professional development and career growth?

ASSUMPTION: These questions aim to provide clarity on expectations and opportunities, helping candidates gauge their fit within the organization.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Ensure your resume highlights relevant banking and client management skills
• Include a cover letter detailing your experience in managing client portfolios
• Prepare for an initial screening interview focusing on your banking experience
• Follow up after interviews with a thank-you note reiterating your interest

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.