Account Executive I

Amalgamated Bank of NY•New York, NY

4d•Hybrid

About The Position

Amalgamated Bank, America’s socially responsible bank, seeks to hire an Account Executive to work in our Commercial Banking office in New York and to provide commercial client service and support including treasury management, client onboarding, and account maintenance.

Requirements

Bachelor’s degree or equivalent experience
Two to three years of experience in client-facing roles; work experience in the financial services industry a plus
Ability to accurately understand and audit financial statements
Ability to work and adapt to a fast-paced, evolving work environment
Robust knowledge of Microsoft Office software package (Word, Excel, Outlook); knowledge of HorizonXE is a plus
Excellent verbal and written communication, and interpersonal skills
Strong attention to detail and accuracy and able to respond in a timely manner
Passion to support and work with socially responsible and mission-based organizations

Responsibilities

Act as day-to day relationship manager for assigned client portfolio, primarily focused on client’s treasury management needs.
Serve as primary point of contact for assigned clients; liaising with other areas of the bank to resolve client issues.
Consult with clients to make appropriate recommendations on product, services and fee structures.
Ensure respective Commercial Bankers are well informed of client issues, requests, and opportunities for growth.
Participate in sales process as requested by Commercial Bankers offering product expertise, online banking demonstrations and pro forma analyses.
Deepen relationships by taking a consultative approach to client needs both from a product and service perspective.
For new clients, provide and implement flawless account transition services from the incumbent bank to Amalgamated Bank including account opening, cash management service enrollment, and online banking training.
Maintain accurate client records through a central repository of shared drives or databases.
Complete monthly or annual audit reviews as required for select products and services.
Review and decision of daily overdraft and other account reports; escalate issues to management as needed.
Maintain compliance with all bank policies, procedures and regulations.
Demonstrate a superior level of service, product acumen and attention to detail. Providing this superior service to our Commercial Banking clients may require responding to client outside of normal business hours and on weekends.
Timely escalation to management and Commercial Bankers of client concerns or issues.
Work independently and effectively manage multiple priorities.
Respond to internal and external requests in a timely fashion.
Perform other duties as directed.