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Account Executive
2 months ago
Amalgamated Bank of NY is seeking a highly skilled Account Executive to join our Commercial Banking team in New York. As a key member of our team, you will be responsible for providing exceptional client service and support, including treasury management, client onboarding, and account maintenance.
Key Responsibilities:- Act as the primary point of contact for assigned clients, providing expert guidance on treasury management needs.
- Liaise with other areas of the bank to resolve client issues and ensure seamless service delivery.
- Consult with clients to recommend appropriate products, services, and fee structures.
- Ensure Commercial Bankers are well-informed of client issues, requests, and opportunities for growth.
- Participate in sales processes, 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.
- Provide flawless account transition services for new clients, 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, escalating 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, responding to client needs 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.
- Bachelor's degree or equivalent experience.
- Two to three years of experience in client-facing roles, with 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.
Amalgamated Bank of NY 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 of NY, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank of NY does not sponsor applicants for work visas.
