Amalgamated Bank · 17 hours ago
Account Executive I
New York, NY
Full-time
Hybrid
Entry Level
$70K/yr - $90K/yr
2+ years expAmalgamated Bank, America’s socially responsible bank, seeks to hire an Account Executive to work in their Commercial Banking office in New York. The role involves providing commercial client service and support, primarily focused on treasury management and client onboarding.
Banking
Responsibilities
Act as day-to day relationship manager for assigned client portfolio, primarily focused on client’s treasury management needs
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
Ensure respective Commercial Bankers are well informed of client issues, requests, and opportunities for growth
Participate in sales process as requested by Commercial Bankers 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
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
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
Demonstrate a superior level of service, product acumen and attention to detail. Providing this superior service to our Commercial Banking clients may require responding to client 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
Perform other duties as directed
Qualification
Required
Bachelor's degree or equivalent experience
Two to three years of experience in client-facing roles; 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
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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