Account Executive I
Amalgamated Bank
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • United States
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Salary
💰 $70,000 - $90,000 per year
About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial statement auditingaccount transition servicescash management servicesproduct expertiseonline banking demonstrationspro forma analysesclient relationship managementcompliance with bank policiesaudit reviewsoverdraft decision making
Soft Skills
verbal communicationwritten communicationinterpersonal skillsattention to detailtimelinessconsultative approachindependent workmulti-priority managementadaptabilitycustomer service
Certifications
Bachelor's degree