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Major Account Executive Banking

TransUnion · Eagle, WI · Full time

Posted Aug 27, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Tell me about a relationship you built with a senior bank executive. How did you earn their trust?

What they are checking: Whether they can build credibility with decision-makers at the top of large institutions.

Tell me about a complex deal with many stakeholders at the client. How did you manage it?

What they are checking: Whether they can navigate procurement, risk, IT and business buyers inside a bank.

This role is on-site essential, in the office as a condition of employment. How does that fit how you work?

What they are checking: Whether they have accepted the full in-office requirement before joining the team.

Tell me about the biggest account you grew. By how much, and how?

What they are checking: Whether they have a proven track record of growing major accounts with concrete numbers.

What would you do

Walk me through how you'd grow revenue in a large bank that already buys some of our solutions.

What they are checking: Whether they can find expansion paths across a client's lifecycle, from acquisition to collections.

How would you position a new solution to a bank that's happy with how things work today?

What they are checking: Whether they can create urgency by linking the solution to a real business result.

A bank client has a service problem that threatens renewal. What do you do?

What they are checking: Whether they take ownership and coordinate internal teams to protect the relationship.

How do you work with Product and Operations to deliver what you've sold?

What they are checking: Whether they stay involved after the sale so the client actually gets value.

About the work

What challenges are banks facing right now in credit risk and customer acquisition?

What they are checking: Whether they understand the Financial Services industry well enough to start useful conversations.

How do you build an account plan for a major banking client?

What they are checking: Whether they plan growth with clear goals, stakeholders and opportunities, not just react.

Practice this interview out loud.

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The full job description

As published by TransUnion.

TransUnion's Job Applicant Privacy Notice Team Overview The Financial Services team partners with banks, lenders, and other financial institutions to help them maximize business performance through data, analytics, and information solutions. The team drives client growth, strengthens strategic relationships, and supports customers across the full lifecycle, from acquisition and portfolio management to collections and recovery. This team works closely with Sales, Strategy & Planning, Product, Operations, and Technology teams to deliver value-driven solutions and achieve commercial growth objectives.

This job is assigned as On-Site Essential and requires in- person work at an assigned TU office location as a condition of employment. Role Overview And Core Responsibilities • Develop a deep understanding of the Financial Services industry, including market segments, customer needs, and industry trends, to support the adoption of existing and new solutions. • Manage and grow a portfolio of financial institution clients, serving as a trusted advisor throughout the customer lifecycle. • Build and maintain strong relationships with key decision-makers and senior executives, strengthening customer engagement and long-term partnerships. • Identify, develop, and execute account growth strategies that expand solution adoption and increase revenue within existing accounts. • Prospect and pursue new business opportunities within the financial sector to expand TransUnion's client base and market presence. • Partner with clients to understand business challenges and recommend solutions that improve acquisition, portfolio management, collections, and overall business performance. • Collaborate with internal teams to align priorities, improve processes, support product enhancements, and ensure successful client outcomes. • Serve as the primary point of contact for customer inquiries, issue resolution, and ongoing account management activities. • Monitor account performance, identify cross-selling opportunities, and reactivate dormant accounts to maximize commercial results. • Support monthly billing activities and revenue tracking to ensure achievement of committed business targets. Required Knowledge And Experiences • Bachelor's degree in Business Administration, Finance, Economics, or a related field, providing the commercial, financial, and analytical foundation required to advise clients effectively. • 6-8 years of experience in B2B consultative sales, account management, or commercial roles, with a proven ability to drive revenue growth and develop strategic client relationships. • Experience within Financial Services, Technology, or FinTech industries, with strong preference for candidates familiar with financial institution business models and challenges. • Knowledge of Retail Banking and Consumer Banking products and services to effectively identify opportunities and recommend relevant solutions to clients. • Demonstrated ability to influence stakeholders, provide strategic recommendations, and communicate effectively with senior business leaders and executives. Required Technical Skills • Strong consultative selling and account management capabilities focused on identifying growth opportunities and delivering client value. • Ability to analyze client needs, business performance, and market trends to develop strategic recommendations and commercial solutions. • Experience using CRM (Customer Relationship Management) tools and sales reporting platforms to manage customer relationships and commercial activities. • Strong presentation, storytelling, negotiation, and executive communication skills. • Advanced English proficiency (B2-C1) with the ability to conduct business discussions and presentations in English. #LI-SG4 TransUnion Overview: At TransUnion, we encourage and are committed to creating a real, positive impact and shared sense of purpose within our Workforce for Good , which empowers our people to grow, innovate and contribute to a better future for our communities and customers. We strive to build an environment where our associates are in the driver’s seat of their professional development— while having access to help along the way. We recognize that success comes when our associates thrive both professionally and personally; that’s why we prioritize work/life flexibility and offer resources for our teams across the globe to collaborate and drive excellence. Be a part of our Workforce for Good – you’ll work with great people, pioneering products and cutting-edge technology. TransUnion Job Title MAE II, Account Dev - Direct Sales

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