What are the responsibilities and job description for the Account Executive I position at Amalgamated Bank of NY?
By joining our team, you’ll be joining a Bank that believes that that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers.
Essential Job Functions:
- 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.
This position is hybrid allowing remote and in office workdays each week. The exact schedule is based on approval of the Northeast Regional Director and needs of the Bank. Note the hybrid schedule is subject to change at any time.
Knowledge, Skills and Experience 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
Our job titles may span more than one career level. The starting base salary for this role is between $60,000.00 – $70,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.
Amalgamated 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.
Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”.
Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.
Salary : $60,000 - $70,000
