Administrator supporting the dynamic in - house marketing department at Environment Bank. Collaborating closely with the Head of Marketing and managing administrative tasks for campaigns.
About the role
- Account Support Administrator providing client and administrative service to Commercial Banking team. Responsible for account openings, maintenance, and clerical duties at Amalgamated Bank.
Responsibilities
- Work closely with the Account Executive team to provide client support where required
- Perform all new account openings and account maintenance within Commercial Banking based on client request and supporting documentation including but not limited to: Commercial, Commercial Real Estate and Nursing Homes segments
- Review Account Opening Packages for accuracy prior to activating accounts in Horizon
- Open and maintain all Commercial Real Estate tenant accounts
- Assist in maintaining and monitoring Nursing Home accounts
- Process client refunds and waivers as required
- Process RSA token requests coordinating with Account Executive and Info Security teams
- Setup clients in account analysis system (XAA) as prescribed by billing setup forms
- Process monthly billing including but not limited to: running preliminary billing cycle, making adjustments as necessary and processing final billing
- Review daily and monthly reports including, but not limited to: new accounts, account maintenance, XAA preliminary statements, XAA waivers, XAA maintenance changes, fee refunds, Nursing Home reports, RDC returns, ACH debit origination returns, Third Party Payment Processor audits
- Maintaining basic functions in XAA i.e. making changes to billing dates, client setups, price list, etc.
- Process credit report request as needed by underwriting and relationship team(s)
- Run prospective borrowers through Know Your Customer (KYC) process including but not limited to OFAC, LexisNexis and various AML systems
- Start all Commercial Real Estate loan packages by processing initial deposit, assigning mortgage number, creating digital loan file, etc.
- Provide and perform clerical related duties in department as directed. Maintain neat and accurate file and records of department and client correspondence, statement and files; photocopy and file correspondence, documents and reports. Daily scanning of documents ensuring all is appropriately indexed and reviews.
- Process stop payments, internal account transfers, and Online Transaction Entries (OTE) in adherence to departmental procedures
- Research and follow up on outstanding issues, inquiries or documents on Commercial accounts to ensure timely completion and resolution
- Order checkbooks and deposit slips for clients
- Maintain attendance records and complete weekly timesheets
- Prepare department invoices within Concur
- Reconcile designated Commercial accounts on a daily, weekly and monthly basis depending on reconciliation cycle
- Perform other administrative duties as assigned such as scheduling, meeting management, and record keeping
- Support the retail branch by performing both teller and customer service functions according to needs (DC and SF branches only).
- Open and close the branch in the absence of the branch officers (DC and SF branches only).
- Perform other duties as directed.
Requirements
- College bachelor’s degree, preferred but not required.
- Two to three years general office experience in a fast paced atmosphere.
- Robust knowledge of PC, preferably Microsoft Office software package (Word, Excel, Outlook).
- Exceptional verbal, written communication and interpersonal skills.
- Strong attention to detail and accuracy.
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