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Manager-Account Development - Client Engagement Team - job 4 of 4

You Lead the Way. We’ve Got Your Back.

With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

Join Team Amex and let's lead the way together.

 

The Account Development Client Engagement Manager is a telephone-based position responsible for the engagement of identified customers. The manager will manage relationships by partnering closely with risk, underwriting, merchant services and Marketing to provide solutions for customers.   

This position is responsible for treating a customer base and will be fluid based on where we see the biggest opportunities based on data analytics (part portfolio management + part monthly customer actions).   

 

Job Responsibilities 

Planning (20% of time)  

  • Effectively manage a list of prioritized customers with an existing American Express Business/Corporate program where an engagement opportunity has been identified
  • Meet minimum expectations for Formula For Success (FFS), which is a set number of calls, customer meetings and other productivity metrics

Client Solution (80% of time)  

  • High level of Financial Fluency and understanding of the underwriting and risk process. Must be able to drive results through creative problem solving
  • Partner closely with risk, underwriting and GMNS to identify and develop solutions for customers based on customer needs
  • Use consultative skills to retain customer relationship and charge volume 
  • Maintaina high level of knowledge about American Express products, processes (Underwriting, Line Increase, Customer Financials, Pricing, Contract), key internal partners (Risk, UWA, PPI) and tools (ONE.force, C360)
  • Partner with Field Dedicated Portfolio Account Development team when a telephone-managed customer requires a face-to-face visit  

Compliance (100% of time)  

  • Ensure all aspects of the American Express Code of Conduct, and our Sales Practices policies, standard, and procedures, are adhered to so that we uphold the highest standards in our interactions with our customers and compliantly meet all regulatory requirements 

 

Knowledge, Skills, Attributes, and Experience 

Knowledge and Skills  

Financial Fluency  

  • Strong knowledge of Financial Fluency and understanding of the underwriting and risk process.  

Relationship management  

  • Strong customer relationship building skills to follow through and motivate clients to act  

Consultative selling  

  • Effectively identifies client needs to configure solutions that address client requirements and deliver value  

Closing 

  • Overcomes objections and resistance to proposed solutions with key client decision makers  

Influence & persuasion  

  • Uses appropriate interpersonal styles and communication methods to gain acceptance for products and/or services  

Demonstrating value  

  • Proactively and consistently demonstrates the value of partnering with American Express  

Results focus 

  • Demonstrates a competitive, positive attitude, quickly adapts to different situations, and recovers from setbacks  

Market, industry, & product knowledge  

  • Understands at a tactical level market/industry key competitors, challenges, terminology, technology, trends, and regulation  

Attributes  

  • High learning agility
  • Intellectually curious
  • Collaborative and growth mindset 
  • Personal accountability 
  • Compliance focused  

 

Experience  

  • High level of Financial Fluency required
  • Bachelor's degree or equivalent experience
  • Excellent sales experience, 2 – 3 years preferred
  • Knowledge of underwriting and risk process
  • Experience partnering with clients across various markets / industries 
  • Experience in a highly-regulated industry

Salary Range: $80,000.00 to $155,000.00 annually + bonus + benefits

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.

We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:

  • Competitive base salaries 
  • Bonus incentives 
  • 6% Company Match on retirement savings plan 
  • Free financial coaching and financial well-being support 
  • Comprehensive medical, dental, vision, life insurance, and disability benefits 
  • Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 
  • 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy 
  • Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) 
  • Free and confidential counseling support through our Healthy Minds program 
  • Career development and training opportunities

For a full list of Team Amex benefits, visit our Colleague Benefits Site.

American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.

We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions

US Job Seekers/Employees - Click here to view the “Know Your Rights” poster and the Pay Transparency Policy Statement.

If the links do not work, please copy and paste the following URLs in a new browser window: https://www.dol.gov/agencies/ofccp/posters to access the three posters.

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Average salary estimate

$117500 / YEARLY (est.)
min
max
$80000K
$155000K

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What You Should Know About Manager-Account Development - Client Engagement Team, American Express

Exciting opportunities await you with American Express as a Manager-Account Development in the Client Engagement Team based in Phoenix, Arizona. Here at Amex, we believe that with the right support, individuals and businesses can flourish in amazing ways. When you step into this role, you will be at the forefront of customer engagement, responsible for managing relationships and uncovering solutions tailored to your clients' needs. Imagine partnering with various teams such as risk and underwriting to deliver exceptional service and drive real results! You will be working primarily over the phone with a dedicated client base, ensuring their experiences with American Express are extraordinary. By analyzing data and understanding where the best opportunities lie, you will play a critical role - part analytics and part proactive customer engagement. We are seeking someone with a financial fluency and strong relationship management skills to work through consultative selling approaches effectively. Your deep understanding of American Express products and market trends will help you to navigate complex client challenges and propose innovative solutions. Not only will you be recognized for your leadership contributions, but you will also be part of a vibrant culture that values integrity and collaboration. Whether working hybrid or virtual, your well-being is our priority, with numerous professional development opportunities and benefits that support both your personal and professional life. When you bring your unique talents to American Express, you’re not just taking a job; you’re embarking on a meaningful career journey. Join us, and let's lead the way together in delivering exceptional customer experiences!

Frequently Asked Questions (FAQs) for Manager-Account Development - Client Engagement Team Role at American Express
What are the responsibilities of a Manager-Account Development at American Express?

As a Manager-Account Development within the Client Engagement Team at American Express, you will manage relationships with a set group of customers, focusing on identifying and pursuing engagement opportunities. Key responsibilities include effective planning to prioritize clients, conducting customer meetings, and achieving specific productivity metrics. You'll also collaborate with internal teams to create tailored solutions that enhance client satisfaction and retention.

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What skills are necessary for the Manager-Account Development role at American Express?

To excel as a Manager-Account Development at American Express, strong financial fluency and relationship management skills are crucial. You should be adept at consultative selling, effectively identifying client needs, and providing tailored solutions. Additionally, skills in problem-solving, compliance with regulations, and the ability to adapt to varying customer situations are essential for success in this role.

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What educational background is preferred for a Manager-Account Development at American Express?

American Express typically prefers candidates for the Manager-Account Development position to have a bachelor's degree or equivalent experience, along with 2-3 years of relevant sales experience. A strong understanding of the underwriting and risk process, complemented by experience in various markets and industries, will aid in effectively managing client relationships.

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What career development opportunities are available for Manager-Account Development at American Express?

At American Express, we prioritize career development and provide numerous opportunities for growth. As a Manager-Account Development, you will have access to training, mentorship programs, and various resources to broaden your skills and advance your career within the organization. Our commitment to your growth means you can continually enhance your professional journey with us.

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What benefits does American Express offer to its Manager-Account Development employees?

American Express offers a comprehensive benefits package for its Manager-Account Development employees, which includes competitive salaries, bonus incentives, generous parental leave, and favorable retirement savings match programs. Furthermore, you will enjoy flexible working arrangements, comprehensive health insurance, wellness resources, and confidential counseling support to ensure overall well-being.

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Common Interview Questions for Manager-Account Development - Client Engagement Team
Can you describe your experience with relationship management in previous roles?

When discussing your experience, highlight specific instances where you successfully built and maintained client relationships, detailing how you identified their needs, addressed concerns, and nurtured the partnership over time. Use examples that demonstrate your consultative approach and ability to drive results.

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How do you approach consultative selling when working with clients?

In answering this, focus on your process of understanding the client's needs first before offering solutions. Talk about your ability to ask insightful questions, active listening, and how you customize your approach to provide unique solutions that deliver value..

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What strategies do you utilize to meet productivity metrics?

Discuss specific strategies such as prioritizing client lists, scheduling regular follow-ups, and leveraging data analytics to focus on high-potential accounts. Highlight any tools you've used to manage time and stay organized, demonstrating your proactive approach to meeting goals.

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How do you handle objections from clients during a sales conversation?

Share an example of a time you faced objections and explain how you addressed the client's concerns effectively. Emphasize your problem-solving skills, patience, and ability to reframe objections as opportunities to provide further value.

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What is your understanding of financial fluency, and how does it relate to this role?

Describe your conceptualization of financial fluency, emphasizing your knowledge of financial products, market trends, and the underwriting process. Explain how this knowledge is critical to making informed decisions that benefit clients and the company.

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Can you provide an example of a time you solved a complex problem for a client?

Provide a detailed example of a challenging situation, the steps you took to assess the problem, your solution, and the positive outcome that resulted. Highlight your analytical skills and creativity in crafting solutions that aligned with client needs.

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How do you stay updated on industry trends and competitive practices?

Discuss your methods for staying informed, such as subscribing to industry publications, networking with professionals, or attending relevant webinars and conferences. Address your commitment to continuous learning as an essential part of your career.

Join Rise to see the full answer
What role does compliance play in your work?

Explain your understanding of compliance within the context of client engagement, detailing how you ensure that all interactions uphold regulatory standards while maintaining excellent customer service. Stress the importance of integrity in building long-term relationships.

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How do you foster collaboration among different teams?

Providing examples of successful collaboration efforts, discuss your communication strategies and how working with other teams has driven better outcomes for clients. Emphasize your commitment to teamwork and shared success.

Join Rise to see the full answer
What motivates you in a client engagement role?

Share what aspects of working with clients inspire you, whether it's helping them solve problems, building lasting partnerships, or achieving targets. Align your motivation with the values of American Express to show your fit for the team.

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American Express is a multinational financial services corporation and global leader in providing personal, small business, and corporate credit cards.

2361 jobs
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BADGES
Badge Family FriendlyBadge Office VibesBadge Work&Life BalanceBadge Rapid Growth
CULTURE VALUES
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
BENEFITS & PERKS
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
April 2, 2025

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