Inside Sales Representative at Heartland Business Systems introducing product offerings and managing client relationships. Focused on sales support and client service while ensuring the delivery of products/services.
About the role
- Account Executive managing client relationships in commercial banking at Amalgamated Bank. Providing treasury management, client onboarding, and account maintenance support.
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
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
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