Account Officer Job Description Template

Use this Account Officer job description template to advertise the open roles for free using You can use this template as a starting point, modify the requirements according the needs of your organization or the client you are hiring for.

Account Officer Job Description Template


Job Brief

We are looking for an Account Officer to support our Sales team and provide quality customer service.

Account Officer responsibilities include preparing sales proposals, updating internal databases with client and contract details and conducting market research. If you have good communication skills and would like to gain sales and marketing experience, we’d like to meet you. Previous experience in customer service positions is a plus.

Ultimately, you’ll help run successful sales campaigns to increase customer engagement.


  • Craft new sales proposals and contract renewals
  • Schedule product demos
  • Contact customers via email or phone to answer queries or retrieve information about their account
  • Update internal databases (CRM) with account details
  • Perform back-office sales tasks to support Account Executives as needed
  • Research market trends and competition
  • Create reports on sales and marketing campaigns
  • Maintain digital and physical records of invoices and contracts
  • Address payment issues
  • Identify new revenue prospects


  • Work experience as an Account Officer, Account Coordinator or similar role
  • Experience in customer service roles is a plus
  • Familiarity with Client Relationship Systems (CRM)
  • Good verbal and written communication skills
  • Time-management abilities
  • BSc in Marketing, Business Administration or relevant field

What does Account Officer do?

An Account Officer is responsible for managing various financial activities within an organization. On a day-to-day basis, their tasks may include:

  1. Managing financial records: They maintain and update financial records, including account balances, invoices, receipts, and other financial documents.

  2. Monitoring accounts: They review and analyze financial accounts to ensure accuracy and detect any discrepancies or errors.

  3. Processing transactions: They process financial transactions such as payments, invoices, and payroll. This involves preparing checks, making bank deposits, and recording transactions in appropriate systems.

  4. Reviewing budgets and expenses: They work closely with department heads to review budgetary plans and track expenses to ensure compliance with financial regulations and company policies.

  5. Handling financial inquiries: They respond to inquiries from clients, vendors, and other stakeholders regarding financial matters, such as billing issues and payment status.

  6. Assisting with financial reports: They assist in preparing financial reports, including balance sheets, profit and loss statements, and cash flow statements. They may analyze these reports to provide insights and recommendations to management.

  7. Collaborating with internal teams: They work closely with various internal departments, such as sales, operations, and human resources, to gather financial information, resolve issues, and ensure accurate financial reporting.

  8. Managing financial software: They utilize accounting software and financial management tools to record and analyze financial data. They may also update software systems and ensure data integrity.

  9. Ensuring compliance: They ensure adherence to financial regulations, tax laws, and internal accounting policies. This may involve managing tax filings and coordinating audits.

  10. Continuous improvement: They identify opportunities for process improvement in financial operations and suggest solutions to enhance efficiency and accuracy.

Please note that the specific responsibilities of an Account Officer may vary depending on the organization's size, industry, and structure.

Account Officer Job Description Examples

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Req ID: 72811

Job Location: Tulsa Tulsa OK...

Areas of Interest: Bank Operations; Trust; Wealth Management Operations

Pay Transparency Salary Range: Not Available

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorad...

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Trust Account Officer• Popular Bank

At Popular, we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the righ...

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Account Executive• 90 Degree Benefits

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Account Executive will be responsible for implementing, upselling, servicing and renewing self-funded accounts with 90 Degree Benefits. The Account Executive will “own” the account and be responsible for all service and relationship of the account in conjunction with the Account Specialist, including but not limited to the following...

Essential Functions:

· Primarily responsibl...

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