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Account Executive

Point Bank • Frisco, TX, US • published 2026-09-29 14:55:37.570228

Description

Promote, market, and facilitate the overall sale of products of the bank. Contribute to the bank's growth by the effective sale of bank services to new and existing customers with emphasis on courteous and professional service. FLSA STATUS This position is classified as Exempt under the Administrative Exemption of the FLSA. OVERVIEW **The purpose of this position is to:** ? Manage and service existing branch deposit portfolio. ? Manage the day\-to\-day sales of the branch. ? Grow the bank's commercial loan portfolio to meet bank goals and objectives. ? Service customers within existing personal portfolio. ESSENTIAL JOB FUNCTIONS ? Through personal marketing and networking efforts, Account Executive will initiate outside sales calls to target, and solicit and secure new business to grow branch portfolios. ? Responsible for ensuring all personal and branch sales goals and objectives are met. Input and update status of all leads and working customers into CRM to track progress and performance. ? Obtain all required documentation from the customer and perform all needed approvals to prepare a smooth customer transition for new accounts, treasury management and any credit related produc...

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