• Account Manager

    Job Locations US-NY-New York City
    Job ID
    Job Type
    Regular Full-Time
    Trustee & Fiduciary Services
  • Description:

    Branchless industry pioneering, BofI Federal Bank [NASDAQ: BOFI] with over $8 billion in assets is one of the fastest growing banks in the nation! We are rated in the top 5 of online banks in the country!  

    Our Trustee and Fiduciary Services division provides specialized software and consulting services to Chapter 7 and non-bankruptcy trustees in all 50 states.


    The Account Manager is responsible for building and maintaining client relationships by developing an extensive understanding of our clients' business and serving as a liaison to ensure the highest level of client service delivery and satisfaction.


    Job Responsibilities include:

    • Manage client relationships by building and maintaining a positive relationship with key client contacts at all levels
    • Evaluate client's case management needs and match with product solutions
    • Troubleshoot and source appropriate support channels internally and monitor progress of all tasks through regular follow-up and escalation as necessary
    • Conduct client training on new programs/products - including user group meetings
    • Assist Sales force in identifying new opportunities with existing clients and developing new business
    • Perform project management functions
    • Implement new products and programs
    • Work closely with TCMS production team to resolve client reported issues
    • Review and analyze reported issues
    • Assist with special projects as assigned by management

    Key Skill Sets or Knowledge Requirements:

    • ​Successful experience managing multiple projects/initiatives simultaneously
    • Ability to think critically and analytically with strong attention to detail
    • Adapt and Excel to ever-changing fast paced environment
    • Strong written and verbal communication skills are a must
    • Skilled at using Windows OS/MS Office products

    Desired Career Experience & Education Requirements:

    • 3+ years customer service experience
    • Experience in handling and analyzing data flow through multiple systems
    • ​​High School diploma

    This role requires up to 30% travel as required to meet with clients through out the US but will be primarily in the Tri-state area of NY



    • Bachelor's degree
    • Bankruptcy or paralegal experience


    Job Functions & Work Environment:


    While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.


    The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.



    Equal Employment Opportunity:


    BofI Federal Bank is an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws.


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