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Amalgamated Bank · 1 month ago

Account Executive I

Washington, DC

Full-time

Hybrid

Entry Level

$60K/yr - $70K/yr

2+ years exp

Amalgamated Bank, America’s socially responsible bank, seeks to hire an Account Executive I to work in our Commercial Banking office in DC. The role involves providing client service and support, acting as the primary point of contact for assigned clients, and maintaining compliance with bank policies.

Banking

No H1B

Responsibilities

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 directed

Qualification

Client relationship managementFinancial statement auditingMicrosoft Office proficiencyVerbal communicationAttention to detail

Required

Bachelor's degree or equivalent experience

Two to three 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

Robust knowledge of Microsoft Office software package (Word, Excel, Outlook)

Exceptional verbal, written communication and interpersonal skills

Strong attention to detail and accuracy

Company

Amalgamated Bank

For over a century, Amalgamated Bank has been America’s Socially Responsible bank supporting thousands of people, organizations, causes and businesses.

Founded in 1923

New York, New York, USA

201-500 employees