Amalgamated Bank · 1 week ago
Senior Account Executive, Political Banking
United States
Full-time
Remote
Senior Level
$125K/yr - $135K/yr
5+ years expAmalgamated Bank is seeking a Senior Account Executive in the Political Banking sector. This role involves managing a team of Account Executives and providing client services, ensuring best-in-class customer service and maintaining communication with the National Director of Political Banking.
Banking
Responsibilities
Supervise and manage the Political Banking Account Executive and Account Support Administrator team
Maintain constant and consistent communication with the National Director of Political Banking
Work closely with the National Director of Political Banking and the Political Banking Commercial Bankers on service issues, sales strategy and overall management of the client portfolio
Provide onboarding support, mentoring and training for new hires
Ensure continuity of operations when members of the Political Banking Account Executive and Account Support Administrator team are on leave
Roll out and maintain processes, standards and best practices in accordance with the National Director of Political Banking
Implement and ensure that the Political Banking Account Executive team is demonstrating best-in-class customer service standards
Coordinate all proposed new processes (based on new client opportunities/ requests) through the National Director of Political Banking
Act as day-to-day relationship manager/primary point of contact for assigned client portfolio, liaising with other areas of the Bank to resolve client issues
Consult with clients to make appropriate recommendations on product, services and fee structures
Deepen relationships by taking a consultative approach to client needs both from a product and service perspective
Ensure respective Political Banking Account Executives, and Account Support Administrators are well informed of client issues, requests and opportunities for growth
Provide training to the Political Banking Commercial Bankers, Account Executives and Account Support Administrators on banking best practices and available technological efficiencies
Actively participate in sales process as requested by Political Banking Account Executives and Commercial Bankers offering sales support, product expertise, product demonstrations and pro forma analyses
Maintain accurate client records through a central repository of shared drives or databases
Complete and oversee the process of annual account reviews
Complete and oversee the timely completion of audit requests
Review and decision of daily overdraft and other account reports; escalate issues to National Director of Political Banking as needed
Maintain compliance with all Bank policies, procedures and regulations
Demonstrate a superior level of product acumen and attention to detail
Timely escalate client concerns or issues to the National Director of Political Banking and to the Political Banking Commercial Bankers
Work remotely and be accessible nights and weekends for VIP client and team inquiries
Work independently and effectively manage multiple priorities
Respond to internal and external clients and employees in a timely fashion
Perform other duties as directed
Qualification
Required
Bachelor's degree
5-7 years of experience in client facing roles
3-5 years of experience with managing a team
Prior knowledge of political banking
Ability to accurately understand audited financial statements and bank 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 1923New York, New York, USA
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Keith Mestrich
Retired President and CEO
Sam Brown
Senior Executive Vice President, Chief Banking Officer
Recent News
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