Account officer job description

Account officer job description

Account officer job description

This post includes contents of job profile/title such as: job purpose/role, job functions, key duties/responsibilities/tasks list and other documents related to Account officer position.

You also ref top job materials for Account officer as below (at the end of this post):

• Top 14 account job descriptions
• Top 9 skills for account management positions
• Top 12 books for account management
• 70 account interview questions

Key duties/responsibilities of Account officer

You can ref some job descriptions for Account officer as follow:

Job description sample 1

1. Manage and promote business relationships with new / existing customers.

2. Forecasting sales to optimize scheduling and improve customer service.

3. Tracking, maintaining and analyzing customer data.

4. Recruitment, training and supervision of two or more Account Directors.

5. Allocating accounts for management to Account Directors.

6. Establishing maintenance and growth targets.

7. Assisting in the collection and resolution of past due accounts.

8. Analyze financial statements and manage risks.

9. Managing an active account tracking and reporting procedure in accordance with company procedures.

10. Influencing development of sales and pricing strategies, market penetration and service expansion within assigned accounts.

11. Prepare credit applications and conduct ratings.

12. Monitor and maintain the credit files.

13. Maintaining detailed knowledge of the company’s products, services, and policies and communicating this knowledge to customers.

14. Maintaining a current understanding of the competitive landscape.

15. Maintaining customer bid schedules and status at all times.

16. Gather business/industry/market information and plan better business strategies.

17. Instruct, support, and educate the account analysts and assistants.

18. Communicating proactively with customer representatives and responding to customer complaints.

19. Interacting with Operations, Business Development, Customer Experience Center, and all other departments as required to resolve customer complaints.

20. Promote all types of products, not limited to credit products based on clients’ needs.

21. Managing national accounts across networks.

22. Interacting with new and current customers.

Job description sample 2

1. Provide high-level customer service to all students at all times (current and former).
2. Responsible for financial aid packaging, tracking and federal reporting
3. Maintain and compile statistical data and summarize into report or analyses.
4. Identifies problems, compares data to draw conclusions, and develop goals/plans for resolution and implementation.
5. Treat all students and faculty with dignity and respect
6. Recommend changes and improvements in processes
7. Remain current on all federal, state and university roles, regulations and policies and ensure they are followed.

Tips to write Account officer job description

Top 7 job description forms.

5 steps to writer write an effective Account officer job description.

12 tips to write Account officer job description.

• Base on the above job description, you can set up: Account officer daily tasks for job levels (such as entry level, junior, senior…), monthly tasks, weekly activities, Account officer KPIs, Account officer KRAs, Account officer job objectives/goals, job standards/requirements, job specifications/qualifications.

Account officer qualifications needed, job specification

You can use the KSA model (this model to identify key/core competencies/competency profile for Account officer ) to determine job criteria for Account officer position. Account officer’s job standard includes the following elements:

1. Education, knowledge requirements (includes diplomat, degree, certification, training courses…)
2. Experience: (in KSA model, we use skills, not use experience).
3. Skills list/required (includes technical skills, soft skills, hard skills, management skills).
4. Abilities, attributes, traits, qualities:
5. Other characteristics: A general category for other personal như Factor personality, willingness, interest, motivation and licenses …

Below is list of Account officer qualifications:

1. Strong personal accountability and attention to detail orientation
2. High energy, outgoing personality and professional attitude
3. Committed to quality service to students, faculty, and staff
4. Able to complete tasks independently with a very high quality of performance
5. Show strong compassion and concern, while clearly, effectively and professionally communication in person, by the phone and through email.
6. Truly care about student and faculty academic and professional success
7. Take pride and be passionate about helping others
8. A Bachelor’s degree in a related discipline
9. Two to four years of progressively responsible job experience
10. Demonstrated knowledge of finances/budget/accounting and personnel functions including ledger reconciliation and fiscal close.
11. Proven ability to maintain confidentiality of information and materials.
12. Experience with computerized information systems, preferably PowerFAIDS, COD, and NSLDS
13. Familiarity with higher education organizations and academic policies
14. Preferred knowledge and experience with FERPA and Title IV programs.

Account officer career advice

Below are top useful guides for Account officer career:

Top 9 skills for account management positions
Top 12 books for account management management
• Top 14 account job descriptions
• Top 12 tips for career development
• Top 9 career path tips
• Top 14 career objectives
• Top 12 career promotion tips

Account officer job search tips

Below are top materials for Account officer job application:

• Top 15 ways to search jobs
Top 7 cover letter samples
Top 8 resume samples
• 70 account management interview questions
74 interview questions and answers
• Job interview checklist 40 points
• 13 types of interview questions and how to solve them
• Top 8 interview thank you letter samples

Account officer performance appraisal

• Accounting management KPIs (this post includes metrics to measure Account officer performance)
• 11 performance appraisal methods (includes appraisal templates and forms)
• Top 28 performance appraisal forms
• Account management KRAs/scorecard

Account officer wages, salary

Below are useful materials for Account officer wages, salary:

• Top 12 salary negotiation tips
• Top 9 tips to get high salary

Fields related:

The above job descriptions can be used for fields: advertising, affiliate, aflac, airline, auto, automotive, b2b, bank, banquet, beauty, branch, business, car, commercial, country, design, digital media, direct marketing, distribution, ecommerce, enterprise, event, export, fashion, field, financial, freight, group, healthcare, hospitality, hotel, ICT, insurance, internal sales, internet, it, logistics, marketing, media, mortgage, new car, online sales, outside sales, parts, patient, pharmaceutical, project, retail, sales, services, software, technical, territory, web, regional account administrator, area account administrator, hotel, retail, inside, catering, district account administrator, international account administrator, senior account administrator, corporate account administrator, general account administrator…

If you need more free Account officer job description forms/templates/formats in details, please leave comments at the end of this post. You also can save as this free file as pdf/doc or download free career, KPI ebooks at sidebar. Update: 2014.

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