Customer Account Manager

U.S. Bank

Customer Account Manager in financial services, providing proactive support to clients and managing account growth. Involves selling payment solutions and ensuring client satisfaction.

Posted 6/4/2026full-timeLoughlinstown • 🇮🇪 IrelandJuniorMid-LevelWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

account managementsalesrevenue forecastingKPI achievementnegotiationcustomer relationship managementupsellingcross sellingreportingcard payment products

Soft Skills

time managementorganizational skillsrelationship buildingcommunicationinterpersonal skillsteam playeradaptabilityinfluencing skillsproactive supportclient satisfaction

Tools & Technologies

CRM systemsElavon Payment Gateway

Certifications & Qualifications

Leaving Certificate

Industry Keywords

card payment industryDynamic Currency ConversionMulti Currency Conversionclient portfolioprofitabilitymarket awarenesssales driven environmentcommercial acumenfinancial acumenmultinational organization

About the role

Key responsibilities & impact

Proactive support and service to an assigned portfolio of small to medium-sized clients via telephone or email
Account maintenance, growth, increased profitability, overall client satisfaction, and projects to enhance profitability of the client relationship
Understand and sell the whole card payment product suite including Dynamic Currency Conversion, Multi Currency Conversion, Elavon Payment Gateway and other value added solutions
Ensure upselling and cross selling where appropriate is introduced
Maintain awareness of the business market, card payment industry, competitors and internal activities
Follow up on each account with customers to ensure understanding of the offering / promotion
Achieve set monthly targets and KPI's set by line manager
Provide accurate reports on daily, weekly, monthly activity, including inbound and outbound calls
Responsible for forecasting revenue & in year new business
Update the CRM systems with outcomes of communications with the customer
Act as the escalation point for both internal and external client issues

Requirements

What you’ll need

At least 2 years’ experience in a customer account management role in a sales driven environment
Evidence of consistently hitting and overachieving revenue targets
Ability to prioritize and manage a large portfolio with a strong focus on retention and growing your book of business
Excellent time management and organisational skills
Proven ability to develop and maintain relationships at all levels of a company
Broad commercial and financial acumen and awareness of issues involved in negotiating and has ability to negotiate logically and constructively
An influential and highly effective communicator (verbal/non-verbal/written) with strong interpersonal skills
A team player able to work and support colleagues across a multinational organisation
A willingness to accept change and the ability to maintain effectiveness in a changing environment
Strong relationship building and influencing skills
Leaving Certificate or equivalent as standard

Benefits

Comp & perks

Market-competitive compensation package
Performance-based incentives for eligible employees
Inclusive equitable benefits focused on financial wellbeing and health & wellness
Continuous development opportunities including training and education support
Employee recognition programs celebrating achievements and milestones
A strong commitment to fair and transparent compensation practices