Position: Account Officer
Job Type: Full-Time
Department: Finance / Client Relations
About the Role
We are seeking a highly organized and detail-oriented Account Officer to manage client accounts, monitor creditworthiness, and build strong, long-term business relationships. The ideal candidate will have a solid background in finance, accounting, and client relationship management, with the ability to work independently while handling multiple priorities.
Key Duties & Responsibilities
Client Relationship Management
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Develop, maintain, and strengthen professional relationships with clients.
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Actively listen to client needs, anticipate goals, and provide effective solutions.
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Collaborate with clients to create business plans and strategies aligned with industry standards.
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Address client concerns promptly and offer innovative problem-solving approaches.
Credit & Account Monitoring
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Assess clients’ creditworthiness using credit scores, payment history, and financial data.
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Recommend appropriate credit limits and terms based on risk assessment.
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Monitor client accounts for payment performance and potential risks.
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Evaluate clients’ financial statements, including income, expenses, assets, and liabilities.
Business Development & Portfolio Growth
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Identify, evaluate, and pursue new customer acquisition opportunities.
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Create and execute growth strategies to expand client accounts.
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Stay updated on industry trends and market changes affecting client portfolios.
Operational & Support Functions
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Oversee client onboarding, including training, documentation, and account setup.
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Provide ongoing account support and monitor progress toward client objectives.
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Collaborate with internal teams to ensure smooth account management.
Requirements & Qualifications
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Education: Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
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Experience: Minimum of 2 years in account management, client relations, or financial services.
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Strong understanding of credit evaluation and financial analysis.
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Proficiency in Microsoft Office Suite and Client Relationship Management (CRM) tools.
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Excellent communication, negotiation, and interpersonal skills.
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Ability to work independently, prioritize tasks, and meet deadlines.
Our Commitment
We value diversity, equity, and inclusion as a foundation for success. We welcome applications from candidates of all ages, genders, nationalities, ethnicities, and religions. As an equal opportunity employer, we are committed to building a team that reflects a broad range of perspectives and experiences.
