What are the responsibilities and job description for the Institutional Service & Sales Associate position at Amalgamated Bank of NY?
Amalgamated Bank seeks a dedicated Institutional Service & Sales Associate who will be reporting directly to the Trust Revenue Officer and will be accountable for institutional for supporting all aspects of Client Service & Business Development. Primary responsibilities include client reporting, data analytics & lead generation The candidate will be an integral part of the Trust team in helping to achieve organic growth targets. Cross collaboration with banking partners to discover cross-sell opportunities for Investment Management, Custody and Benefit Disbursement.
By joining our team, you’ll be joining a Bank that believes 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:
- Actively support Client Service & Sales to help the team achieve revenue and profitability targets.
- Creative lead generation by utilizing databases and attending industry conferences.
- Help deepen and expand consultant relationships across industry
- Provide competitive analysis on industry peers to help properly position Amalgamated Bank’s services
- Work in collaboration with Legal, Compliance, Operations, Risk and Marketing
- Passion to learn more about Taft-Hartley industry.
- Perform other duties as directed.
- Travel of 10% - 25% of the time.
Knowledge, Skills and Experience Requirements:
- Bachelor’s degree; MBA or other equivalent preferred.
- 5 years of institutional investment management or bank custody experience
- Client Service and/or Sales Support experience
- Ability to work effectively with all levels of staff and management.
- Excellent verbal/written communication and interpersonal skills.
- Working knowledge of Microsoft enterprise (i.e. Office, Excel, Powerpoint)
- Ability to manage multiple tasks and projects.
Our job titles may span more than one career level. The starting base salary for this role is between $130,000.00 – $150,000.00. 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.
Salary : $130,000 - $150,000
