Account Executive I – Business Banking

About the role

The Account Executive I will lead proactive business banking sales and service activities, aiming to retain and grow a portfolio of high‑value business clients. You will identify and deliver tailored financial product solutions that add value and meet the specific needs of each client.

Key responsibilities

• Manage a complex portfolio of business customers, providing financial analysis and advisory services.
• Identify, propose, and implement standard or customized business banking products.
• Prepare and motivate credit applications, ensuring compliance with credit policies.
• Control costs and drive sales performance against targets.
• Maintain strong client relationships and act as the primary point of contact for high‑value accounts.

Required profile

• Minimum 5 years of banking experience, including at least 3 years in business banking.
• Proven ability to manage a diverse portfolio of corporate clients.
• Strong understanding of credit principles, financial modelling, and industry risk profiles.
• Relevant tertiary qualification in Business Management or Finance.

Required skills

• Proficiency with MS Word, MS Excel, and MS Outlook.
• Financial modelling and activity‑based costing.
• Advanced customer relationship management (CRM) techniques.