Account Executive

🔥 20 minutes ago

🇺🇸 United States – Remote

💵 $70k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 terms to Agent/Broker clients • Interpret borrower financial statements and review policy binders/endorsements and their impact on loan collateral and exposure • Analyze competition and competing product offerings • Price interest rates and make recommendations when higher approval authority is needed • 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 • Follow up to secure quote and renewal opportunities • Review executed loan document packages for compliance with approvals and conditions • Solicit new and renewal financing opportunities • Provide management reports on production, lost quotes, new business, and portfolio returns • 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 and territory marketing intelligence • Review loan documents for completeness, accuracy, and regulatory and operational compliance • Request loan funding arrangements and verify loan details before and, in some cases, after processing • Track territory performance against goals in an electronic, web-based, near-paperless 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 • Preferred: Associate's degree in finance or business-related field • Preferred: Commercial insurance and financial services experience • Preferred: Proven internal sales performance and relationship management via account or territory management

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • Life insurance • Disability insurance • Accidental death and dismemberment coverage • Tax-preferred savings accounts • 401(k) plan • At least 10 days of vacation during the first year, prorated as applicable • 10 sick days, prorated as applicable • 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) • Reasonable accommodations for applicants with disabilities