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Account Executive - Corporate Banking Orco Bank SXM

General Purpose:

The Account Executive- Corporate will be part of the customer service and corporate team. In this position the responsibilities include the promotion and sales of all consumer products/related services to the preferred clients of the Bank, this includes the level of personal customer service, administration and other follow-up activities to ensure the timely achievement of both short- and long-term targets based on the Bank’s strategic objectives.

Position Highlights:

  • Provide information and assistance to preferred clients on bank products and services of the Bank in a verbal or written form
  • Provide a high standard of service to preferred clients by offering products, advice, and support to the client’s needs
  • Provide financial advice
  • Responsible for the management and follow-up of clients in an assigned portfolio
  • Identify and pursue new sales by reaching out to new prospective clients
  • Process and access new credit applications, presenting accurate, thoroughly researched proposals and recommendations for sound decision-making
  • Maintain ongoing customer contact by interviewing clients and prospective clients, and conducting site visits to stay informed about the commercial/financial performance of the client and any relevant market developments affecting the client
  • Gather, analyze, and present information relevant to the credit application and formalizing a recommendation for the Credit Committee
  • Perform timely follow-up on all decisions approved and actions required by the Credit Committee
  • Maintain acceptable levels of risk in the portfolio, including follow-up on delinquencies and compliance with loan agreements
  • Keep up to date with social, macro-economic and legislative developments in general to ensure all matters which may have bearing on the Bank and/or its clients are properly investigated and considered in assessing the Bank’s risks and opportunities
  • Verify and sign off on loan documentation and ensure that loan documentation is duly executed. Ensure compliance with conditions precedent and follow up where necessary
  • Visit clients regularly, attend business events, and social events
  • Assist corporate clients with their recurring banking transactions
  • To have the capability to engage in customer acquisition, growth, and retention capabilities.

Requirements:

  • Bachelor’s degree in business, Accounting, Finance, or at least 5 years of experience in Banking Account Management
  • Proven experience as an Account Executive, or in a similar sales or customer service role
  • Understanding of financial statements and principles and some knowledge of Corporate Lending processes
  • Knowledge of market research, sales techniques, and negotiating principles
  • Comprehensive and current knowledge of company offerings and industry trends
  • Excellent written and verbal communication skills in English. Proficiency in French is a plus
  • Excellent presentation skills and ability to build strong relationships
  • To demonstrate an interest in ongoing self-development and professional growth
  • Understanding of business principles and practices

Deadline to apply: May 08, 2026

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