Account Manager; Remote - GA or TN

As a Large-Market Account Manager at SWBC, you will play a pivotal role in maintaining and expanding our relationships with large-size clients (those with an annual revenue exceeding $25,000). You will understand their unique needs, identify growth opportunities, and ensure satisfaction with our products and services. Your primary objective is to drive account growth and financial profitability while providing exceptional customer service.

• Build and maintain strong, long-lasting relationships with large-size clients, becoming their trusted advisor.
• Identify growth opportunities within client accounts and develop strategies to maximize revenue and profitability.
• Stay up to date with our products and services to present them effectively and address client inquiries.
• Develop account plans and strategies that align with company objectives and client needs.
• Work closely with internal teams (Sales, Marketing, Product Development) to ensure seamless client experiences.
• Address and resolve client issues or concerns promptly and effectively.
• Provide regular reports on account status, revenue forecasts, and market trends to management.
• Apply critical thinking skills to analyze client challenges, identify root causes, and develop innovative solutions.
• Travel by auto or air to designated top clients within the assigned territory, including prospective clients.

• Bachelor’s degree in business, marketing, finance, or a related field.
• At least 2–3 years of relevant experience in account management, sales, or a related customer-facing role.
• Knowledge of financial services, risk management, or related fields is a plus.
• Strong written and verbal communication skills.
• Ability to analyze issues, identify solutions, and implement them to meet client needs.
• Deep commitment to understanding and meeting client needs, with a focus on customer satisfaction.
• Excellent interpersonal and relationship-building skills to establish and maintain trust with clients and colleagues.
• Adherence to high ethical standards and a commitment to compliance with industry regulations.
• Ability to work independently and stay motivated to achieve goals and targets.

• Competitive overall compensation package.
• Work/life balance.
• Employee engagement activities and recognition awards.
• Years of service awards.
• Career enhancement and growth opportunities.
• Leadership Academy and Mentor Program.
• Continuing education and career certifications.
• Variety of healthcare coverage options.
• Traditional and Roth 401(k) retirement plans.
• Lucrative wellness program.

SWBC is a Substance-Free Workplace and requires pre-employment drug testing. SWBC does not hire tobacco users as allowed by law.

SWBC is a diversified financial services company headquartered in San Antonio, Texas, employing 2,400 people nationwide. We value our employees as vital team members who make a direct impact on the organization.