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Account Executive I

Company: Amalgamated Bank of NY
Location: Washington
Posted on: May 16, 2022

Job Description:

Job DescriptionAmalgamated Bank seeks an Account Executive to provide outstanding client service and support within the Commercial Banking division.Essential Job Functions:

  • Act as day-to-day relationship manager for assigned client portfolio
  • Ensure respective Commercial Bankers are well informed of client issues, request and opportunities for growth
  • 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
  • Participate in sales process as requested by Commercial Bankers offering sales support, product expertise, product demonstrations and pro forma analyses
  • Deepen relationships by taking a consultative approach to client needs both from a product and service perspective
  • 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
  • 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
  • Demonstrate a superior level of product acumen and attention to detail
  • Timely escalation to management and Commercial Bankers of client concerns or issues
  • Work remotely and be accessible nights and weekends for VIP client inquiries
  • Work independently and effectively manage multiple priorities
  • Respond to internal and external clients in a timely fashion
  • Perform other duties as directedKnowledge, Skills and Experience Requirements:
  • Bachelor's degree or equivalent experience
  • Minimum 2+ years of experience in client facing roles
  • Ability to accurately understand and audit financial statements
  • Ability to work and adapt to a fast paced, evolving work environment
  • Strong attention to detail and accuracy
  • Robust knowledge of Microsoft Office software package (Word, Excel, Outlook)
  • Exceptional verbal, written communication and interpersonal skillsAmalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.As part of our commitment to health and safety, all team members currently working in our office space are required to show proof of vaccination. To be considered for any position at Amalgamated Bank where permitted by applicable law (including any applicable reasonable accommodation, medical or religious exemption), candidates must have received the COVID-19 vaccine prior to their start date. Upon commencement of employment, new team members must provide proof that they have been fully vaccinated against COVID-19.

Keywords: Amalgamated Bank of NY, Washington DC , Account Executive I, Other , Washington, DC

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