FREE SUBSCRIPTION Includes: The Advisor Daily eBlast + Exclusive Content + Professional Network Membership: JOIN NOW LOGIN
Skip Navigation LinksHome / Employment / Job Detail



Showcase Employer
Showcase Employer

Account Manager Senior
Locations: Jacksonville, FL; Parsippany, NJ; Charlotte, NC; Dallas, TX

TIAA Bank, a division of TIAA, FSB, provides nationwide banking services to consumer and commercial clients through a variety of channels, including online and mobile applications, as well as its Florida-based financial centers.

TIAA has entered into a definitive agreement to sell TIAA Bank to new investors with extensive experience in financial services, as part of the company’s strategy to refocus on its core retirement business and Nuveen, the company’s asset manager. When the transaction is complete, in 2023, TIAA will retain a non-controlling stake in the bank, demonstrating the company’s confidence in the bank’s future success.

The Account Manager Senior is responsible for coordinating projects and processes relating to an array of banking commercial products. Working independently with limited supervision, this job manages projects and prospects associated with commercial operations and optimizes data input processes, quality control, client statement preparations and error identification. This job elevates reporting issues to managers and maintains the accuracy of the company's commercial loan management system.

Key Responsibilities and Duties
  • Manages processing of commercial banking operations such as loans, letters of credit and banking guarantees.
  • Reviews and approves data input from loan applications and related documentation into a commercial loan management system to ensure quality, accuracy and completeness of data entered.
  • Prepares statements for clients and conducts reconciliation and investigation when needed.
  • Reviews and provides information on existing loans to clients as requested.
  • Oversees execution of best practices for resolving out-of-balance transactions.
  • Identifies and escalates erroneous transactions and reports issues to management for issue resolution.
  • Coaches and reviews work of lower level colleagues to ensure high quality delivery of services and products.

Educational Requirements
  • University (Degree) Preferred

Work Experience
  • 3+ Years Required; 5+ Years Preferred

Physical Requirements
  • Physical Requirements: Sedentary Work

Career Level:7IC

Additional Information
  • Prepare documents based on application approval, vendor and program requirements in a manner that is consistent with Company’s policy, guidelines and procedures were applicable.
  • Process and review more complicated higher exposure applications for booking and funding.
  • Review third party documents to ensure they are approved versions.
Required Qualifications
  • 3 years of commercial banking operations experience

Preferred Qualifications
  • Prior vendor equipment finance experience, preferably in the industrial segment
  • Document review experience
  • Proficient in Microsoft Office (Word, Excel, Powerpoint, etc)
  • Experience with Abbyy or another document comparison tool
  • Strong communication skills
  • Can work under pressure and tight deadlines

Base Pay Range: $59,900/yr. - $99,800/yr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

To apply through our careers site, please Click Here