First American Bank

The Account Executive is responsible for managing and maintaining existing mortgage broker relationships while actively seeking new accounts through sales, marketing, and referrals within the assigned market. This role involves educating brokers on bank procedures, resolving conflicts, and supervising sales support staff.

The Account Executive is responsible for executing an aggressive business development plan, soliciting existing and non-bank HSA customers, and engaging referral sources like TPAs and Brokers for HSA program implementation. Duties include cold calling, securing appointments, strengthening customer ties strategically, and collaborating with internal partners and the Retail Banking network.