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Candidate Info
years in workforce
year at this job
Risk Management And Insurance
Senior Account Officer
Managed 22 client relationships, which represented more than $200 million in assets under management.
- Created Business Plan for each client that identified strategies to enhance service and increase plan participation and assets.
- Consulted with clients regarding the application of tax laws legislations.
- Participated on project teams; plan document restatement.
- Conducted client and prospect meetings.
Candidate Info
years in workforce
years at this job
Bachelor of Arts
Master of Arts
Second Vice President/client Account Officer
Managed staff to service and support large corporate pension fund clients. Provided direction to review client account and balance activity for accuracy, transaction correction, reporting delivery. Directed staff activities for cash management, account opening, documentation compilation and training. Supported product areas to negotiate client service changes and delivery timeframes. Monitored client receivables, contributions, and expense payments. Posted transfers and directed investments in private equity and funds. Single point of contact for client matters for all administrative and support management. Conducted staff performance appraisals and administered salary actions.
- 100% client reference quality contributing to sales team new business wins.
- Assembled and managed a dedicated team of professionals to support a dissatisfied franchise client while retaining revenue and enhancing reference quality.
- Established billing templates for client receivables making the client reconciliation process easier to reconcile and make payments quickly.
- Converted large corporate pension clients with significant service issues into extremely satisfied clients.
- Provided staff system training and backup support.
- Enrolled clients in automatic debit of fees; reduced collections by 45 days.
Candidate Info
years in workforce
years at this job
Commerce
Business Management
Account Officer - Assistant Vice President
Assistant Vice President/Relationship Manager-Corporate Banking
- Managed and built relationships for large institutional clients to delivery quality service covering a wide range of products and services.
- Generated more than PHP25.0 Million (US$ 0.5Million) in income from Accounts handled
- Increased Cash Management Services by 50%, thereby increasing Deposit Levels maintained by the SMC Group making UCPB its Main Depository Bank with AUM of PHP1.0 Billion (US$20 Million)
- Created, developed, Launched, and Managed Trust Products and Services
- Conducted Process Re-Engineering, employee trainings, and developed marketing materials
Candidate Info
years in workforce
years at this job
Electronics And Communications Engineering
Account Officer
Handled client from different industries such as (manufacturing, transportation and logistics, retail, telecoms, healthcare and government agencies).
- Conducted product presentation and feasibility study.
- Prepared proposal to client products that are suitable to their needs.
- Coordinated time table for implementation of project to different departments such as (engineering, software developer and logistics).
- Proposed Maintenance Contract to the clients that are under my account.
Candidate Info
years in workforce
years at this job
Marketing Program
Account Officer
- Owned client satisfaction for 20 client relationships, exceeding 60,000 participants and $2.6B in assets.
- Cross-sold products and services resulting in increased productivity and profitability.
- Key role in new business expansion efforts for region.
- Consistently received top box scores on annual client surveys as a result of strong client relationships.
- Managed and negotiated internal and external client expectations.
- Managed performance, coached and developed team of ten account administrators.
Candidate Info
years in workforce
years at this job
Accounting
Account Officer
Primary point of contact in operations support for bankers and delivered value added services for premier clients (net worth $10-$25 million).
- Produced value added reports for management that captured client portfolio holdings, client fees, and A/R. (via Excel)
- Provided bank statement reconciliation analysis, discovering fees owed increasing bottom line. (via Excel reports)
- Managed database account segmentation project on the consolidating merger overlap executing firm efficiencies eliminating waste.
Candidate Info
years in workforce
years at this job
Business Administration
Business Administration
Student Account Officer
Reconciled student accounts and applied approved funds and charges, performed daily account audits, and requested refunds as appropriate.
- Advised students on the status of their financial accounts including cash payment status, past due balances, initiated account collections, and general student consultations.
- Prepared and distributed weekly and monthly retail revenue reports and an accounting of all business office financial transactions to the corporate Controller.
- Processed all withdrawing student Change in Status requests received from the register's office.
- Audited Title IV funding disbursements totaling approximately $2 to $3 million dollars quarterly ($12-$15 million dollars annually), and applied payments to student accounts according to campus and federal regulations.
Candidate Info
years in workforce
years at this job
Industrial Engineering
Finance
Coordinator Account Officer
Proposed annual Business Plan comprised of projected business area asset and profit growth, potential market and risks of industries.
- Managed, directed, and coordinated activities to implement company policies, procedures, and practices concerning underwriting, the issuance and extensions of loans.
- Expanded branch business area credit portfolio by 30% from 2005 to 2006.
- Reduced organizational risk by reducing NPL to less than 2% through the evaluation of past due loans, the active collection on major accounts and the restructuring of bad debts as needed.
Candidate Info
years in workforce
year at this job
Accounting
Finance
Account Officer
Analyzed previous business day cash flows, generated reports and delivered to management.
- Analyzed every transaction and calculated the amount of commission for the firm.
- Calculated the daily Profit & Loss of each investment tool the firm owns.
- Calculated the Buy/Sell Price of bonds and stocks to avoid potential losses.
- Completed amortization of the firm portfolio for every bond owned by the firm.
- Updated auxiliaries daily and overall balance monthly.
- Assisted with assignments as requests by the Account Manager, and other Executives.
- Supervised and trained Account Officer.
Candidate Info
years in workforce
years at this job
Commerce
Commerce
Account Officer
In charge of monthly accounting reports for projects in collaboration with General Accountant of the organization
- Collected and carefully reviewed all reports to ensure accuracy
- Confirmed that accounting and budget codes were accurate and all supporting documents were attached with bills and invoices
- Assured that cash handling, cash transfers, change operations, and other financial transactions were correctly recorded in company cash books
- Responsible for calculating, coding, and stamping all invoices and payments prior to final approval by Regional Director
Candidate Info
years in workforce
years at this job
Bachelor of Arts
Account Officer
Provided accurate account information, quotes, technical support & banking services
- Assisted compliance department in determining corrective actions for discrepancies & fraud
- Processed equity/option trades & other account transactions
- Resolved customer service & technical issues on company website
- Answered 60-80 calls daily regarding basic operational procedures for existing clients
- Monitored client cash balances, incoming/outgoing wires & individual securities
Candidate Info
years in workforce
year at this job
Accounting And Finance
Accounting & Cpa
Account Officer
Developed financial statements and periodic reports to facilitate cost control by management.
- Reviewed bank reconciliation, revenue and expense account and oversaw fixed asset management needed to develop company's financial statements.
- Facilitated migration of company's data management system from manual calculation to VBA database that significantly saved over $1,000,000 every year.
- Reviewed and prepared annual internal and external auditing schedules; coordinates audit activities that increased company's confidence in financial statement.
Candidate Info
years in workforce
years at this job
Economics
Finance, Management Of Technology & Operations
Account Officer
- Underwrote $500MM in senior, mezzanine and structured commercial real estate loans
- Independently managed several multimillion dollar accounts
- Developed financial proforma models used to accelerate quantitative analysis of new financing requests, test borrowers’ performance expectations and clarify lender risk
- Provided market research, valuation and financial statement analysis for 25 transactions involving office, hotel/casino, multifamily, condominium, construction, self-storage, land, public companies and/or REITs
- Produced credit analysis reports used to satisfy federal reporting and reserve requirements
- Reviewed draws for construction loans and revolving credit facilities
Candidate Info
years in workforce
years at this job
Cultural Studies
International Language Studies
Liberal Arts
Account Officer
- Maintained monthly customer accounts of 500 and reconciled account balances up to $80,000.
- Coordinated customer account billings, overdue balances, collections and settlements; researched high balance delinquencies and generated formal design of debt reduction strategies
- Monitored account performance statistics and auto-debit accounts
- Collaborated with mortgage institutions on securitization accounts, loan approvals, and refinancing of personal capital
Candidate Info
year in workforce
year at this job
Business
Dipolma
Account Officer
- Managed high volume of telephone calls from existing and potential customers in a call center setting.
- Responded to and resolved customer questions and problems utilizing all available tools.
- Transacted trades on a daily basis, this included trades for stocks and options. In order to make certain that industry rules and regulations were followed, calculated buying power for margin accounts, day-trading buying power for online traders and ensured accounts held the appropriate clearance while working in the Electronic Brokerage Services department.
- Resolved trade-related issues and aided the firm in avoiding trade violations.
- Reviewed and processed paperwork for new accounts in the Operations Department.
Top Account Officer
Resume Templates
Account Officer Duties and Responsibilities
The role of account officers involves a variety of duties and responsibilities related to managing and analyzing their employers finances. Important account officer duties and responsibilities include the following:
Pay the Company Utilities and Payroll Someone has to pay bills, such as electricity and rent for a company, and that person in a large organization is the account officer. In addition to paying utilities, account officers are responsible for authorizing payroll payments and addressing any discrepancies.
Keep Track and Take Care of Accounts Payable and Receivable Account officers also perform and keep track of their employers financial transactions. This includes making sure vendors receive payments and all client payments are processed correctly.
Review and Verify Financial Documents Account officers use their financial acumen to review their employers financial documents and make financial recommendations based on their findings. They are also responsible for keeping these documents accurate and up to date.
Maintain Meticulous Records Account officers are responsible for maintaining meticulous financial records, which can include both paper and digital filing systems. This duty requires an organized mind and an attention to detail.
Account Officer Skills
Account officers need a blend of hard skills and soft skills to perform effectively. They must have financial acumen and bookkeeping knowledge to effectively manage their employers finances. They also must be trustworthy people who can always be counted on to operate by the book, as they have a lot of responsibility on their shoulders. Account officers have to be wizards with spreadsheets and have a passion for working with numbers. When it comes to soft skills, account officers have to have an organized and analytical mind and good communication skills to maintain relationships with vendors. Besides these qualities, account officers must possess the following skills to get hired:- Using Quickbooks to perform various bookkeeping tasks
- Using Excel to keep track of accounts payable and receivable, as well as utilities and payroll information
- Analyzing financial documents and making recommendations based on financial acumen
- Communicating with vendors to ensure payments are made on time and diffusing any payment conflicts
- Using organization skills to keep meticulous and updated financial records
Account Officer Education and Training
While it is possible to obtain employment as an account officer with just a high school diploma, those looking to advance typically have at least an associate's degree in accounting, finance, or business administration, and they have more earning power. Some training, such as Quickbooks and Excel, can be acquired through on-the-job training.
Account Officer Salary
According to the National Bureau of Labor Statistics, the national median salary for bookkeeping, accounting, and auditing clerks, which includes account officers, is $38,390. Those in the bottom 10 percent make below $23,880 and those in the top 10 percent make above $59,630.
Account Officer Resources
The position account officer is often the entry point for many different rewarding career opportunities in the world of finance. To learn more about this position and industry, check out the following list of resources:
Association for Financial Professionals - Members of the Association for Financial Professionals hold a wide variety of job titles, including account officer. They have national and regional conferences, as well as digital resources for members. This organization also administers the Certified Treasury Professional certification.
Government Finance Officers Association - This is an organization for financial professionals who specifically work for the government. These are great jobs with great benefits, so those looking to work as a government account officer should start by getting acquainted with this organization.
Ledgers Online - Ledgers Online is an excellent online publication for those who work in finance. It is updated weekly by accountants and other financial professionals, and topics cover the entire spectrum of bookkeeping and financial management.
Beginner-Bookkeeping - Beginner Bookkeeping is full of resources for aspiring account officers. One resource includes more than 25 accounting and bookkeeping templates and forms. Another resource includes more than a dozen excel templates.
Bookkeeping: Small Business Bookkeeping, Accounting for Beginners - This book is geared towards those who have never worked in bookkeeping. It provides the foundational principles necessary to learn how to perform bookkeeping for a small business. Aspiring account officers should consider reading this during their job search.
Bookkeeping All-in-One for Dummies - Part of the best-selling "for dummies" series, this is a collection of 5 books all related to bookkeeping. An excellent resource for aspiring account officers, it includes Bookkeeping for Dummies, Accounting for Dummies, Bookkeeping Kit for Dummies, Reading Financial Reports for Dummies, and Accounting Workbook for Dummies.
