Account Executive I

Amalgamated Bank of NY • San Francisco, CA

6d

About The Position

Amalgamated Bank seeks an Account Executive I to provide client service and support within the Commercial Banking division.

Requirements

• Bachelor’s degree or equivalent experience
• Two to three years of experience in client facing roles
• 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)
• Exceptional verbal, written communication and interpersonal skills
• Strong attention to detail and accuracy

Responsibilities

• Act as day-to-day relationship manager for assigned client portfolio.
• Ensure respective Commercial Bankers are well informed of client issues, request and opportunities for growth.
• 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.
• Participate in sales process as requested by Commercial Bankers offering sales support, product expertise, product demonstrations and pro forma analyses.
• Deepen relationships by taking a consultative approach to client needs both from a product and service perspective.
• Provide guidance and assistance to other members of the team, including Account Support Administrators
• 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.
• 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.
• Demonstrate a superior level of product acumen and attention to detail.
• Timely escalation to management and Commercial Bankers of client concerns or issues.
• Work remotely and be accessible nights and weekends for VIP client inquiries.
• Work independently and effectively manage multiple priorities.
• Respond to internal and external clients in a timely fashion.
• Perform other duties as directed.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level