Job Description
“Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a career, not just a job!“
Grade 7
About Republic Bank
Republic Bank’s values are built upon making an IMPACT for our clients, our associates and the communities we serve. (IMPACT stands for Innovate for the Future, Make it Easy, Provide Exceptional Service, Acknowledge & Celebrate Success, Commit to Caring and Thrive Together) The associates of Republic Bank are the key to our success as an organization and we value our associates. It’s one of the reasons we’ve been named as one of the Best Places to Work in Kentucky for the last seven years! For more information about the company, please visit www.republicbank.com.
POSITION PURPOSE AND OBJECTIVES:
The Account Executive II position is responsible for accounts at the software level, and all tax offices associated with the software company. The position is also responsible for ensuring that EROs enrolled in the TRS bank product program meet underwriting quality standards and are familiar with TRS program requirements. In addition, this position involves being a team leader for pursuing and managing ERO relationships with designated software companies. In-person calls as well as outbound telephone calls will be handled by this position. There will be some inbound telephone calls handled by this position. In managing accounts, this position is responsible for developing and presenting presentations that train tax preparers on proper office procedures and compliance with applicable bank and bank regulator requirements.
- Minimum 3 years account management experience is required.
- Demonstrated proficiency in Microsoft Office tools.
- Manage software accounts, including software compliance, quality of book of business, and audit escalation process.
- Manage escalated audit process for designated software companies. This includes being involved in the implementation of audit or compliance requirements.
- Manage and work to enhance relationship with designated software companies at all levels.
- Act as team leader for relationship with designated software companies.
- Attend trade shows and seminars.
- Participate in the development of marketing, pricing, and product development strategies.
- At times perform duties of Customer Service Representative.
- Make outbound calls with a focus on qualifying meaningful customer contacts.
- Handle incoming calls to promote TRS business and enroll EROs.
- Ensure prompt follow up.
- Make calls to offices eligible for renewal to ensure maximum quality portfolio.
- Proactively seek out available information that impacts TRS.
- Ensure office audit requests are completed within a reasonable time frame.
- Sufficiently manage planned and impromptu compliance and audit projects.
- Develop and present information to existing and potential clients that detail TRS requirements.
- Work with other units within TRS to ensure input in the development of policy.
- Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required.
- Model and foster behaviors that support the Bank’s values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization.
- Willingly perform all other duties and projects as assigned.
- Excellent verbal and written communications skills for effective interactions with clients for problem resolution.
- Must be self-motivated and work in a team environment.
- Must work well under pressure.
- Must be able to multitask.
PHYSICAL REQUIREMENTS:
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this position, the associate is regularly required to sit, use hands to finger, handle, or feel; and talk or hear. The associate frequently is required to stand or walk. The associate is occasionally required to reach with hands and arms. The associate must occasionally lift and/or move 10 pounds. Specific vision abilities required by this position include close vision, and distance vision. The noise level in the work environment is usually moderate.
- Frequent out of town travel requiring overnight stay is required.
- Flexible work schedule that will include some evenings, weekends, and overtime.
- Stay abreast of new developments, best practices, and statutory and regulatory changes.
**The above is intended to describe the general content of and requirements for the performance of this position. It is not construed as an exhaustive statement of duties, responsibilities, or requirements.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
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