Sr. Account Manager
Posting Date: 04/30/2025
Location: San Jose (on-site)
Requisition #: HBC 25-23
Department: Bay View Funding
Job Summary:
The Senior Account Manager is primarily responsible for the management, review, and reporting for all clients within their portfolio. Ensures that all portfolio client issues are addressed and that clients are receiving excellent customer service. Will assist with the development and training of team members as needed.
Pay Range:
Base Compensation is dependent upon role, experience, and skill set: Min- $45,375/yr Max- $75,625/yr
Primary Responsibilities:
- Ensures excellent customer service and that all portfolio client issues are addressed.
- May assist with the development and training of new team members as requested.
- Maintains an excellent working relationship with clients.
- Manages the customer-related accounting activities. Identifies non-earning assets and/or collateral for potential write-offs.
- Approves client funding disbursements within credit authority for the portfolio clients.
- Processes daily client funding requests.
- Performs daily collections, verification and accounts receivable functions.
- Approves and recommends account debtor credit limits.
- Monitors, tracks and follows up on client problems requiring direct resolution.
- Participates in group mailings and verifications.
- Identifies and attempts to cure defaults by either requesting an increase or addition to collateral or by developing and negotiating a repayment plan.
- Takes direction as needed from Portfolio Manager and/or Executive Vice President.
- Perform all other duties and special projects as assigned
Qualifications:
- Associate’s degree (A. A.) or equivalent from two-year college or technical school; or at least ten years related experience and/or training; or equivalent combination of education and experience.
- Proficient in Microsoft Office programs
- Effective communication skills in presenting information in one-on-one and small group situations to customers and other employees of the organization
- Displays a customer focused attitude with the ability to engage customers, build personal connections, and exhibit professionalism
- Proven time management and problem solving skills with the ability to organize, prioritize, and handle multiple tasks and make necessary decisions within a fast paced environment
- Demonstrates initiative and the ability to work in an autonomous manner
Compliance Responsibilities:
The employee is responsible for ensuring compliance with all aspects of job related laws and regulations and must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials.
Job related laws and regulations include, but are not limited to the following: Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure.
Heritage Bank of Commerce is an Equal Opportunity Employer committed to diversity and inclusion. We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state or local laws.
