Amalgamated Bank

Financial Planning and Analysis

• Prepare complex financial analyses, reports and models for management to support Amalgamated Bank’s initiatives
• Utilize multiple data sources to create, manage and automate financial reports and other key metric reporting
• Support the annual budgeting and forecasting process across the firm and at the department level
• Assisting in preparation of materials for public earnings reporting, Amalgamated Bank’s Board of Directors, prospective investors, and other external parties

Financial Planning and Analysis Analyst

Manager

• Manage the day-to-day operational integrity of the retail branches
• Provide leadership and direction to the staff
• Responsible for branch sales, service, and operational activities
• Expand relationships with new and existing customers

Branch Service Manager – Floating

Product Manager

• Serve as product SME and product owner across Amalgamated Bank’s product sets, e.g., digital and lending solution, as well as treasury management products
• Partner with key business stakeholders on product positioning and key business strategies
• Develop product roadmap by taking an “outside-in” view
• Ensure compliance with all Bank policies and regulatory standards
• Identify client needs and end-to-end client experience for banking products in-scope
• Responsible for understanding the Bank’s niche market and competitive landscape
• Identify new and emerging banking industry and technology trends
• Implement end-to-end product development and enhancement initiatives
• Execute revenue initiatives to increase product revenue and profitability
• Develop rigorous business case for new product development and enhancements
• Define grounded, rigorous business requirements in conjunction with cross functional teams
• Develop key product features & functionality considering return on investment and client needs
• Manage product profitability throughout life cycle
• Work with Technology, Operations, Risk, Business, PMO and other internal and 3rd party resources to effectively adhere to Product Lifecycle Process
• Manage and improve related product vendor relationships
• Partner with Marketing and other key stakeholders on product campaigns, collateral, and communication
• Provide ongoing product training to internal and external clients
• Oversee development of product documentation, FAQs, and reference materials

Senior Product Manager

Administration

• Administer and maintain the online banking application and enrollment approval process.
• Coordinate end-user verification with the respective Amalgamated branch and/or department.
• Create, distribute and verify relevant daily reports through various systems/applications to keep customer information current across all pertinent applications.
• Perform daily file maintenance on deposit processing host and other administration applications to keep customer information current across all pertinent applications.
• Work with relevant daily reports from various systems and applications to ensure operational and risk compliance with Bank policy procedures and controls.
• Create and maintain all electronic logs associated with the Online Banking product using Microsoft Office or other computer applications.
• Review applications, reports, and other Online Banking documentation for accuracy.
• Communicate with customers and branch personnel via email, interoffice mail and telephone to resolve problems regarding all facets of the Online Banking services.
• Follow up on outstanding issues or documents to ensure timely completion and resolution of all processes.
• Provide administration of various online banking services, operational functions and technical support to Bank’s customers, ensuring customer satisfaction.
• Assist with fraud investigations and monitor Online Fraud System, contacting customers regarding suspicious transactions.
• Ensure timely and accurate posting of incoming international and domestic wire transfers without a profile; verify wire instructions, create customer profiles, and generate posting files.
• Review outgoing manual international and domestic exception wire transfers for required information and process outgoing wire/messages via relevant wire system.
• Collect and verify wire instructions using department call back procedures; record details in tracking logs and perform daily reconciliation of new/current day entries.
• Download international wire reports, inspect for possible customer transactions, process, review and summarize activity, and contract foreign currency for processing of foreign currency wires and drafts.
• Reconcile DDAs, savings, Federal Reserve and perform department proof; perform reconciliation of prior day late and current day wires including reports from all interfaces and review vendor generated reports.
• Investigate and respond to customer and inter-departmental inquiries regarding wire transfers; prepare correspondence and transmit to appropriate Financial Institutions to resolve pending transfers.
• Conduct audits of open investigations and follow-up with applicable parties to resolve cases; research and process ACH reclamation requests complying with regulatory deadlines.
• Prepare communication/reporting for originations/exceptions and reclamation items; research and respond to customers’ inquiries regarding Electronic Funds Transfer (EFT).
• Administer and participate in training and cross training in all existing and future EBD functions; enforce internet security policies and report violations to management.
• Advise on operational discrepancies and assist in policy modifications; make recommendations to EBD officers concerning online services policies and procedures.
• Back up all functions related to the department as needed and perform various related administrative duties as directed by manager.

Online Services Administrator

• Download and process ACH pension and payroll files using approved secure transmission programs
• Schedule files to appropriate sending points and comply with Federal Reserve and FIS ACH deadlines
• Enforce all Bank ACH security and operating procedures and report violations
• Research and resolve customer discrepancies, modification requests, deletions and reversals
• Contact clients regarding unprocessed and rejected items; follow up with relationship managers to resolve funding issues
• Process holds, customer notes, special instructions, errors; track and archive supporting documents
• Assist with ACH reporting requirements and prepare reconciliations and settlements for origination activity and exceptions
• Review and research unposted/unprocessed item reports and correct/return items as necessary
• Receive, research and process stop automatic debits and account blocks
• Research and process reclamation requests, affect offsetting entries and create tracking logs
• Prepare communication/reporting for originations, exceptions and reclamations
• Communicate with customers and branches to resolve problems and follow up on outstanding issues
• Cover wire transfer related tasks and monitor internet banking email inquiries and enrollments
• Control and maintain activity records, enforce departmental controls, audit and security policies
• Maintain, backup and archive files; prepare electronic and document files for offsite storage
• Maintain pre-authorized EFT files, prepare tickets, letters and memos as required
• Act as backup for all Electronic Banking Department functions and cross-train in existing and future functions
• Perform various clerical duties as directed by manager

Financial Planning and Analysis Analyst

Branch Service Manager – Floating

Senior Product Manager

Online Services Administrator

ACH Administrator