Amalgamated Bank · 13 hours ago
Institutional Service & Sales Associate
New York, NY
Full-time
Onsite
Senior Level
5+ years expAmalgamated Bank is seeking a dedicated Institutional Service & Sales Associate who will support all aspects of Client Service & Business Development. The role involves client reporting, data analytics, and lead generation to help achieve organic growth targets while collaborating with banking partners.
Banking
Responsibilities
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
Qualification
Required
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
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
Amalgamated Financial Corp.
2025-07-24
GlobeNewswire News Room
2025-07-11
Simply Wall Street
2024-04-28
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