An account officer is in charge of monitoring a customer’s creditworthiness. Active account officers must have credit decision-making authority, whereas inactive account officers may monitor account balances but not extend credit.
Account Officer Vacancies
The account officer evaluates a customer’s creditworthiness utilizing industry account numbers, credit scores, and payment history information. If the account officer discovers a credit risk, the account officer suggests whether the customer should be accepted for credit and, if so, how much credit the customer should be eligible for. Account officers may be assigned by financial organizations to oversee individual clients or groups of customers.
Job Description:
We are searching for an Account Officer who is detail-oriented and organized, as well as having great written and verbal communication abilities. The ideal applicant would have a good background in accounting and finance and be able to manage a big volume of work autonomously.
Account Officer Duties:
- Maintain positive relationships with clients by actively listening to clients, anticipating client’s goals, and developing solutions
- Develop and manage client relationships and interactions
- Provide professional and client-focused service
- Identify and solve problems and provide creative solutions
- Jointly resolve client problems
- Lead the management of client portfolios
- Review and analyze client finances, including income, expenses, fixed assets, and cash
- Keep abreast of industry news
- Develop strategies and plans for client accounts
- Identify and report client risks and opportunities
Account Officer Responsibilities:
- Manage all account management and relationship activities with new and existing clients
- Work with clients to develop and implement business plans, including assessing their needs and matching them with industry best practices
- Identify, qualify, and prospect for new clients
- Conduct in-depth analyses of clients’ financial circumstances
- Develop and maintain strong working relationships with clients
- Coordinate client implementations throughout the sales process
- Conduct client training, onboarding, and support, including preparing training materials, developing processes, and tracking client status
Requirements And Skills:
- 2+ years proven experience in business development and account management
- Bachelor’s degree, preferably in accounting or finance
- Strong knowledge of client relationship management (CRM) programs and Microsoft Office Suite
We value diversity and inclusion at [Company Name]. We are an equal opportunity company committed to assembling a team with diverse backgrounds, viewpoints, and abilities. We accept applications from people of all races, faiths, nations, genders, and ages.
