Account Executive

🔥 0 minutes ago

🌵 Arizona – Remote

🌵 Arizona – Remote

💵 $55k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

👻 Ghost score 0%

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Truist

WebsiteLinkedInAll Job Openings

10,000+ employees

🏦 Banking

💸 Finance

💰 Seed on 2021-02

Banking • Finance

Truist is a large U. S. banking and financial services company focused on serving consumers, businesses, and communities. The company emphasizes traditional banking services alongside data-driven and digital capabilities, and positions itself around a mission of "care"—supporting teammates and customers with community-focused programs, career development, and financial-wellness resources. Truist operates a broad set of roles from branch-level banking to treasury and data science, and presents itself as an employer committed to inclusion, employee growth, and community impact.

📋 Description

• Build solid, long-lasting client relationships through consistent delivery of competitive loan product offerings • Evaluate loan opportunities and underwrite credit risk within approval authority • Deliver executable loan commitments and agreements with competitive rates and loan terms to Agent/Broker clients • Interpret borrower financial statements and review policy binders/endorsements to evaluate policy attributes and loan collateral/exposure • Analyze competing products and make interest-rate pricing recommendations • Serve as a primary client contact for premium finance needs • Coordinate with Sales Teammates, Underwriting, Management, and Loan Processing • Provide competitive loan commitments and underwriting of premium finance loans to retail agents daily • Follow up on quote and renewal opportunities and solicit new and renewal financing opportunities • Review executed loan document packages for compliance with approvals and conditions • Perform quoting, underwriting, price negotiation, and telemarketing for an assigned geographic territory • Make outbound sales calls and track relationship-level sales data in CRM software • Report lost quote opportunities, marketing intelligence, production, new business, and portfolio returns to management • Review loan documents for completeness, accuracy, and regulatory and operational compliance • Request loan funding arrangements and approve loans within assigned authority limits • Track territory performance against goals in an electronic, web-based workflow

🎯 Requirements

• Associate's degree or equivalent education and related training • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products • Excellent written and verbal communication skills • Excellent organizational skills • Strong math aptitude • Ability to travel, occasionally overnight • English language fluency required • Commercial insurance and financial services experience preferred • Proven internal sales performance and relationship management via account or territory management preferred

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • Life insurance • Disability insurance • Accidental death and dismemberment coverage • Tax-preferred savings accounts • 401k plan • At least 10 days of vacation during the first year (prorated) • 10 sick days (prorated) • Paid holidays • Defined benefit pension plan (depending on position and division) • Restricted stock units (depending on position and division) • Deferred compensation plan (depending on position and division)