Equipment Finance Premier Account Manager

Overview

The Premier Account Manager serves as a primary point of contact for the Bank's largest Equipment Finance Enterprise accounts. The Premier Account Manager oversees a portfolio of assigned customers; creating long-term, trusting relationships, while working closely with sales, vendors, and various teams across all areas of the Bank to resolve challenges with client-focused solutions, delivering a superior customer experience.

Service & Support - Fosters collaborative partnerships that deliver value for customers, prospects, and colleagues. Listens to understand customer requests and preferences; and takes prompt actions to address immediate needs. Proactively pursues ways to optimize performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance efficiencies.

Account Management - Maintains high portfolio performance by monitoring customers' payment status. Posts cash timely and accurately and ensures invoice expectations meet client needs. Resolves billing, collections, and credit issues. Manages end-of-lease terms, negotiations, buyouts, and equipment returns. Keeps clear and organized records of customers' contract terms and any special handling requirements.

Operations and Administration - Performs duties as assigned to ensure operational efficiency. Complies with all regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of personal interactions, customer transactions, and financial exposures. Completes required training by established deadlines.

• Bachelor's Degree OR High School Diploma or GED and 4 years of experience in Banking, Finance, Operations
• Experience autonomously managing daily responsibilities and deliverables with minimal management oversight
• Advanced customer service and written and verbal communication skills
• Intermediate Microsoft Excel skills
• Advanced attention to detail

• Account management and/or management experience
• Bachelor's in Business Administration
• Experience hosting conversations with C-Suite and Senior level leadership
• Commercial banking industry experience
• Large Financial Institution experience

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at