About the Role:
The Account Executive (AE) role is a position to explore the significant opportunity that currently exists to expand business and personal banking relationships in each of our key geographies by leading with the Eagle loan product suite. We are seeking a high-energy, polished individual with the skill set of a classically trained business calling officer coupled with outstanding interpersonal skills, to support retail deposit staff in expanding professional services lending, as a conduit to increasing the deposit base and number of households for the bank.
To achieve this, the AE will be responsible for helping establish new banking relationships with businesses, and more importantly, the high net worth individuals associated with such businesses, as well as growing relationships with existing clients. Further, the role requires the AE to develop an outstanding working relationship with existing staff in the bank’s Preferred Banking Offices. In an effort to expand First Republic’s small-business lending portfolio, the Account Executive will be focused on building clients of our Eagle One for Business loan product.
The AE will work closely with Preferred Banking Offices and Relationship Managers on marketing efforts, joint calling opportunities, and follow-up with existing clients and prospects. Further relationship building opportunities will include obtaining bank deposits, additional Eagle Lending products, and referrals to investment advisory, trust and other private banking products.