What are the responsibilities and job description for the Account Executive position at Chesapeake Bank?
Chesapeake Bank- Flexent Freight Funding
Love helping people? Thrive in a fast-paced, detail-driven environment? Want to work somewhere that actually believes in having fun?
You might be the perfect fit for our Account Executive role.
We’re a top-performing financial institution with a big heart—and a bold mission. We help businesses grow by giving them access to the capital they need, when they need it. As an Account Executive, you won’t be chasing leads or cold-calling prospects. Instead, you’ll be the go-to person for our existing clients—making sure their experience is smooth, their questions are answered, and their funding flows without a hitch.
What You’ll Be Doing
Want to read more about why you should join the team, click the link below
Top 10 Reason You Should Explore a Career with Chesapeake Bank
Summary
Manage a portfolio of clients performing invoice verification, funding and payment application as well as ongoing account monitoring & risk assessment, reporting and reserve releases. Interacting with business owners, client accounting staff and account debtors to ensure excellent client service and professional interaction with clients and debtors while maintaining bank safety and profitability. Understand the role as defined by the three lines of defense to maintain a compliance culture that includes risk management processes.
Love helping people? Thrive in a fast-paced, detail-driven environment? Want to work somewhere that actually believes in having fun?
You might be the perfect fit for our Account Executive role.
We’re a top-performing financial institution with a big heart—and a bold mission. We help businesses grow by giving them access to the capital they need, when they need it. As an Account Executive, you won’t be chasing leads or cold-calling prospects. Instead, you’ll be the go-to person for our existing clients—making sure their experience is smooth, their questions are answered, and their funding flows without a hitch.
What You’ll Be Doing
- Acting as the main point of contact for a portfolio of factoring clients
- Reviewing invoices, monitoring account activity, and ensuring compliance with funding terms
- Collaborating with internal teams to resolve issues and keep things moving
- Spotting opportunities to improve processes and enhance the client experience
- Building trust and long-term relationships with the businesses we serve
- Experience in client service, account management, or financial operations
- A sharp eye for detail and a proactive, problem-solving mindset
- Strong communication skills—you’re clear, kind, and confident
- Bonus points if you’ve worked in factoring or financial services before
- We’re consistently ranked among the top 200 banks in the U.S. for employee engagement
- “Fun” isn’t just a buzzword—it’s a core value we live every day
- Competitive pay, great benefits, and real opportunities to grow
- A culture of giving back we invest time and money into the communities we serve
- You’ll actually want to get up and come to work
Want to read more about why you should join the team, click the link below
Top 10 Reason You Should Explore a Career with Chesapeake Bank
Summary
Manage a portfolio of clients performing invoice verification, funding and payment application as well as ongoing account monitoring & risk assessment, reporting and reserve releases. Interacting with business owners, client accounting staff and account debtors to ensure excellent client service and professional interaction with clients and debtors while maintaining bank safety and profitability. Understand the role as defined by the three lines of defense to maintain a compliance culture that includes risk management processes.
- Daily review of your portfolio and their account debtors for risk assessment and reporting
- Monitor account debtors outstanding balances and performing credit checks as needed
- Conduct and maintain records and notes of invoice verifications as required
- Manage credit limits for both clients and account debtors
- Open incoming mail and post payments for your assigned client with follow up on any discrepancies including short payments and credit memos
- Manage lockbox compliance for the account debtors in your portfolio
- Answer phone calls providing assistance with any general problems or questions
- Ensure that images of all invoices and supporting documentation are received and properly attached to each funding file
- Obtaining complete contact information for all account debtors and ensuring that Notice of Assignment letters are sent and received
- Process wire transfers and ACH transfers
- Daily processing of invoice funding files imported from the clients
- Provide daily reports to your portfolio for any activity performed
- Processing reserve releases for clients
- Preparing the monthly reserve analysis including providing the client with reports, releasing any excess reserves or collecting any reserve deficit
- Ensuring all confidential information is secured daily
- Scanning the work daily to Operations through Branch Capture
- Assist with other Cash Flow responsibilities as needed
- Understand your role as defined by the three lines of defense to maintain a compliance culture that includes risk management processes
- Other duties as assigned
- College Degree or High School Diploma with equivalent experience/education
- Good understanding of computers and the internet
- Excellent verbal and written communication skills
- Focused and organized with the ability to pay close attention to detail
- Proficient in typing and the ability to use an adding machine
