Account Manager – Banking and Financial Services

About the role

TransUnion is seeking an Account Manager to drive commercial growth and risk‑reduction solutions for banking and financial services clients. You will manage a portfolio of corporate customers, ensuring high‑quality service from initial request through post‑sale follow‑up.

Key responsibilities

• Develop and execute business development strategies for the financial sector.
• Maintain and expand a portfolio of existing corporate clients.
• Handle client inquiries, paperwork, and post‑sale activities using Salesforce.
• Collaborate with internal teams to deliver agreed‑upon solutions.
• Achieve sales targets for the assigned segment.
• Identify cross‑selling opportunities and present commercial reports and budgets.

Required profile

• Minimum 2 years of experience in advisory, commercial or credit roles within banking or finance.
• Proven track record in account maintenance and high‑level client service.
• Degree in Business Administration, Industrial Engineering, Marketing or related field.
• Experience selling loan‑related solutions and credit‑risk services.
• Consultative sales experience with corporate or enterprise clients.

Required skills

• Salesforce
• Advanced Excel
• PowerPoint