Firstrust Savings Bank

Commercial Account Executive - Commercial Mortgage (Apex)

Firstrust Savings Bank • $70K — $95K *
Horsham, PA 19044In-Person
Finance & Insurance
Less than 5 years of experience
1 month ago
Job Overview by Ladders

Qualifications

  • BS or BA preferred in Finance, Business, or related field
  • Minimum 3 years of experience in finance, business, or related industry
  • Self-motivated with strong written, organization, time management, and communication skills
  • Basic proficiency in Word, Excel, and PowerPoint
  • Ability to learn various company software platforms and CRM systems
  • Comfortable interpreting financial data from company reports

Responsibilities

  • Generate sales opportunities using lead lists and individual networks
  • Monitor broker performance with the Director of Sales Administration
  • Collaborate with sales and marketing teams to create promotions
  • Process customer applications according to guidelines
  • Coordinate with brokers and customers for necessary information
  • Ensure seamless customer and vendor experience across departments
  • Provide timely communication to customers and vendors

Benefits

  • Hybrid work model
  • Opportunities for professional development through trade shows and conferences
  • Supportive team environment fostering interdepartmental collaboration
  • Access to company resources for ongoing training and skill development
  • Flexibility in handling administrative tasks related to sales operations
Full Job Description
*Hybrid Position*

The Commercial Account Executive is responsible for achieving volume targets through outbound efforts to expand the company portfolio and broker database. In addition, there is an expectation to maintain and grow existing relationships.

JOB DUTIES AND RESPONSIBILITIES:
  • Generate sales opportunities by leveraging lead lists, individual networks, and organic calling activities.
  • Work with Director of Sales Administration to monitor broker performance on a monthly, quarterly, and annual basis.
  • Collaborate with Director of Sales Administration and Marketing to create promotions suited for brokers and customers based on industry trends.
  • Process customer applications in accordance with company guidelines.
  • Coordinate with brokers and customers to obtain necessary financial and ancillary information when required.
  • Effectively work across departments to ensure a seamless customer and vendor experience.


OTHER JOB DUTIES AND RESPONSIBILITIES:
  • Provide timely and consistent communication to customers and vendors.
  • Monitor and respond to incoming calls and general sales inbox inquiries.
  • Attending industry trade shows, conferences, and meetings.
  • Maintain company database with accurate and relevant information.
  • Completing administrative tasks including but not limited to Faxing, Scanning, Mailing, and Filing.


PHYSICAL AND SENSORY REQUIREMENTS:
  • Prolonged periods sitting at a desk and working on a computer.
  • Traveling to industry tradeshows and company events.


POTENITAL ON-THE-JOB-RISKS:
  • None identified.


EDUCATION, TRAINING AND EXPERIENCE:
  • BS or BA Preferred in Finance, Business, or related field.
  • Minimum of 3 years of experience in finance, business, or related industry.
  • Self-motivated with strong written, organization, time management, and communication skills.
  • Basic ability of operating computer (PC) is necessary including Work, Excel, and PowerPoint.
  • Ability to learn various company software platforms and CRM systems.
  • Comfort level of interpreting financial data from company reports.


About Firstrust Savings Bank

Firstrust Savings Bank is a full-service bank that offers a wide range of financial products and services to individuals and businesses. The bank was founded in 1934 and has since grown to become one of the largest privately held banks in the United States. Firstrust Savings Bank is committed to providing its customers with the highest level of service and expertise, and is dedicated to helping them achieve their financial goals. The bank's team of experienced professionals has a deep understanding of the banking industry, and is able to provide customers with the guidance and support they need to succeed.
Learn more about Firstrust Savings Bank
Size
1,000 employees
Industry
Finance & Insurance
Net Income
$500,000
5 Year Trend
+3%
Revenue
$1 million
NASDAQ
FSBW
* Ladders Estimates

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