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Senior Account Manager - Trust

Posted on Aug 13, 2019 by First Group

Santa Ana, CA 92704
Design & Creative
Immediate Start
Annual Salary
Full-Time
Company Summary Join our team! As a global leader in providing title insurance, settlement services and risk solutions for real estate transactions, First American Financial Corporation (NYSE: FAF) is an ideal place to build your career. We have been entrusted with helping our customers achieve and protect their dream of homeownership since 1889. As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. We believe that our people are the key to the company s continued success. Because our employees enable our future, we invest in theirs by supporting their careers and promoting their overall wellbeing. First American has created an award-winning culture and has been named to the Fortune 100 Best Companies to Work For 2018 list for the third consecutive year and to more than 50 regional Best Places to Work lists. For more information, visit . Job Summary First American Trust s Banking Division is seeking a Senior Account Manager. Will be responsible for the acquisition of new commercial banking clients and the expansion/retention of existing relationships specifically in the title and escrow industry. Responsible for developing and executing relationship management plans for high value clients; this includes effectively collaborating with client support and product teams as well as senior management. Must be knowledgeable of financial needs of our clients and the Bank s products.

Essential duties
  • Is highly focused on our target client profile; understands their financial needs and effectively communicates our value proposition.
  • Develops an in-depth knowledge of Bank products and services. Analyzes the needs of clients and prospects to effectively recommend appropriate products or services.
  • Takes ownership for client relationship with the Bank.
  • Prioritizes relationships effectively and has an appropriate relationship management plan for each customer.
  • Takes a consultative approach to understanding our client s objectives, effectively identifies their financial needs, implements appropriate solutions, and undertakes ongoing review and assessment to ensure plan execution.
  • Effectively collaborates with client service team, product team and senior management to ensure an excellent client experience.
Skills and experience:
  • Bachelor s Degree in business, finance, or accounting. Equivalent combination of education and relevant work experience may be considered.
  • 5-7 years of experience managing high value commercial banking relationships
  • Must be a self-starter and have the ability to take ownership of high profile relationships with minimal supervision while effectively communicating with senior management.
  • Effective oral and written communication skills with the ability to listen effectively to the issues of customers.
  • Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
  • Effective organizational and time management skills.
  • The position calls for someone with excellent verbal and written communication skills and the ability to organize and deliver presentations to groups.
First American invests in its employee s development and well-being, empowers them to provide superior customer service and encourages them to serve the communities where they live and work. First American is committed to diversity and inclusion. We are an equal opportunity employer. For more information about our Company and our dedication to putting People First, check out firstam.com/careers.
First American invests in its employees' development and well-being, empowers them to provide superior customer service and encourages them to serve the communities where they live and work. First American is committed to diversity and inclusion. We are an equal opportunity employer. For more information about our Company and our dedication to putting People First, check out firstam.com/careers.

Reference: 744683019