Senior Account Representative I Department: Client Services Reports to: Client Services Assistant Manager/Officer Supervises: None Classification: Non-exempt Date Prepared: April 8, 2026 Summary ...
Senior Account Representative I Department: Client Services Reports to: Client Services Assistant Manager/Officer Supervises: None Classification: Non-exempt Date Prepared: April 8, 2026 Summary ...
Mulligan Funding is experiencing strong growth and seeks a self-motivated, high-performing Sr. Account Representative to join our Account Servicing and Collections Team. As an Account Representative ...
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Mulligan Funding is experiencing strong growth and seeks a self-motivated, high-performing Sr. Account Representative to join our Account Servicing and Collections Team. As an Account Representative ...
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Senior Account Representative information
See salary details
$35K - $42.4K
21% of jobs
$43.7K is the 25th percentile. Wages below this are outliers.
$42.4K - $49.8K
24% of jobs
The median wage is $53.2K / yr.
$49.8K - $57.2K
11% of jobs
$57.2K - $64.6K
8% of jobs
$64.6K - $72K
5% of jobs
$77.3K is the 75th percentile. Wages above this are outliers.
$72K - $79.5K
7% of jobs
$79.5K - $86.9K
4% of jobs
$86.9K - $94.3K
6% of jobs
$94.3K - $101.7K
5% of jobs
$101.7K - $109.1K
4% of jobs
$109.1K - $116.5K
3% of jobs
$35K
$65.2K
$116.5K
How much do senior account representative jobs pay per year?
What is the difference between Senior Account Representative vs Account Executive?
| Aspect | Senior Account Representative | Account Executive |
|---|---|---|
| Required Credentials | Typically requires 3+ years experience, industry-specific certifications | Usually 1-3 years experience, may require sales or industry certifications |
| Work Environment | Customer service, account management, client retention | Sales-focused, prospecting, closing deals |
| Employer & Industry Usage | Used in B2B and B2C sectors, especially in sales and account management | Common in sales, marketing, and client acquisition roles |
The main difference between a Senior Account Representative and an Account Executive lies in their focus and experience level. Senior Account Representatives typically handle existing client accounts, focusing on retention and upselling, while Account Executives are more involved in acquiring new clients and closing sales. Both roles require strong communication skills and industry knowledge, but the Senior Account Representative usually has more experience and a deeper understanding of client needs.
What does a senior account representative do?
What are the key skills and qualifications needed to thrive as a Senior Account Representative, and why are they important?
How does a Senior Account Representative typically collaborate with other departments to manage client accounts effectively?
What is the highest paying customer service job?
What jobs in the US pay 300,000 a year?
What is a Senior Account Representative?
What job makes $10,000 a month without a degree?

Job description
Position Description
Title: Senior Account Representative I
Department: Client Services
Reports to: Client Services Assistant Manager/Officer
Supervises: None
Classification:Non-exempt
Date Prepared:April 8, 2026
Summary / Objective
The Senior Account Representative I is responsible for building primary relationships with customers by providing world-class service via email, Digital Banking and telephone systems. The role includes maintaining all online services, performing account services and providing solutions to customers' inquiries.
Experience & Education Requirements:
- Bachelor's degree or equivalent retail banking and/or online banking experience
- Extensive knowledge of Retail Banking policies and procedures and Electronic Banking operations
- Proven organizational and customer service skills
- Good interpersonal, communication & computer skills
Essential Job Functions:
- Provides a complete range of customer services including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts on line
- Provides customers support through telephone and secure message channel including resolving issues to retail and electronic banking activities
- Discovers customer needs through conversations, questions and review of their accounts, and promotes and cross-sells Bank products and services based on their needs
- May be trained to accept mortgage loan applications as a licensed originator
- Provides assistance and training to branch personnel regarding electronic banking procedures
- Maintains knowledge of retail banking policies and procedures. Attends seminars regarding banking industry activities
- Obtains and analyzes daily reports relating to customer and internal online banking activity including service metrics, fraudulent activity, and unauthorized access
- Executes outgoing communication efforts for the bank via telephone, email, and/or regular mail
- Works with vendors and outside service providers to ensure operational performance standards are maintained
Required knowledge, skills & abilities:
- Strong understanding of financial products and services and the ability to learn more
- Assessing customer needs, providing solid recommendations, and building customer relationships to optimize sales opportunities with new and existing customers
- Effective interpersonal skills and confidence to offer products and services to customers
- Ability to apply critical thinking and problem solving skills
- Ability to work in a fast paced environment under time constraints when necessary
- Ability to establish credibility quickly with customers and team members
- Successful completion of in-house training programs or other approved training programs
- Compliance with BSA regulations as appropriate to the position
Physical Demands and Work Environment:
- Ability to use standard equipment such as computers, phones, photocopiers
- Sitting for longer periods of time
- Occasional local travel for bank purposes and/or on behalf of the bank (i.e. visiting other worksites, networking, community/marketing events)
- Must be able to work schedules that meet the needs of the Bank, which may include early morning, evening and /or weekend hours
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Other Duties
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. It is expected that from time to time other duties, both related and unrelated to the above, may be assigned and therefore, required
About MutualOne Bank
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
51 - 200 Employees
Headquarters location
Framingham, MA, US
Year founded
2012