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Amalgamated Bank · 2 months ago

Account Support Administrator

San Francisco, CA, US

Full-time

Hybrid

Entry Level

$25/hr - $30/hr

2+ years exp

Amalgamated Bank is dedicated to building a more equitable world and seeks an Account Support Administrator to provide client and administrative service to the Commercial Banking team. The role involves supporting account management, processing transactions, and maintaining accurate records to ensure efficient operation within the department.

Banking

No H1B

Responsibilities

Work closely with the Account Executive team to provide client support where required

Perform all new account openings and account maintenance within Commercial Banking based on client request and supporting documentation including but not limited to: Commercial, Commercial Real Estate and Nursing Homes segments

Review Account Opening Packages for accuracy prior to activating accounts in Horizon

Open and maintain all Commercial Real Estate tenant accounts

Assist in maintaining and monitoring Nursing Home accounts

Process client refunds and waivers as required

Process RSA token requests coordinating with Account Executive and Info Security teams

Setup clients in account analysis system (XAA) as prescribed by billing setup forms

Process monthly billing including but not limited to: running preliminary billing cycle, making adjustments as necessary and processing final billing

Review daily and monthly reports including, but not limited to: new accounts, account maintenance, XAA preliminary statements, XAA waivers, XAA maintenance changes, fee refunds, Nursing Home reports, RDC returns, ACH debit origination returns, Third Party Payment Processor audits

Maintaining basic functions in XAA i.e. making changes to billing dates, client setups, price list, etc

Process credit report request as needed by underwriting and relationship team(s)

Run prospective borrowers through Know Your Customer (KYC) process including but not limited to OFAC, LexisNexis and various AML systems

Start all Commercial Real Estate loan packages by processing initial deposit, assigning mortgage number, creating digital loan file, etc

Provide and perform clerical related duties in department as directed. Maintain neat and accurate file and records of department and client correspondence, statement and files; photocopy and file correspondence, documents and reports. Daily scanning of documents ensuring all is appropriately indexed and reviews

Process stop payments, internal account transfers, and Online Transaction Entries (OTE) in adherence to departmental procedures

Research and follow up on outstanding issues, inquiries or documents on Commercial accounts to ensure timely completion and resolution

Order checkbooks and deposit slips for clients

Maintain attendance records and complete weekly timesheets

Prepare department invoices within Concur

Reconcile designated Commercial accounts on a daily, weekly and monthly basis depending on reconciliation cycle

Perform other administrative duties as assigned such as scheduling, meeting management, and record keeping

Support the retail branch by performing both teller and customer service functions according to needs (DC and SF branches only)

Open and close the branch in the absence of the branch officers (DC and SF branches only)

Perform other duties as directed

Qualification

Microsoft OfficeClient supportGeneral office experienceAttention to detailVerbal communicationWritten communicationInterpersonal skills

Required

Two to three years general office experience in a fast paced atmosphere

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

Exceptional verbal, written communication and interpersonal skills

Strong attention to detail and accuracy

Preferred

College bachelor's degree, preferred but not required

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