Hybrid Account Executive I

at Amalgamated Bank

• Job title: Account Executive I
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: $70,000 - $90,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, New York City, United States

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