Account Support Administrator

Job Description

Job Description

Amalgamated Bank seeks an Account Support Administrator provide client and administrative service and support to the Commercial Banking team.

By joining our team, you’ll be joining a Bank that believes that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers.

Essential Job Functions :

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

2.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

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

4.Open and maintain all Commercial Real Estate tenant accounts

5.Assist in maintaining and monitoring Nursing Home accounts

6.Process client refunds and waivers as required

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

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

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

10.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

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

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

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

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

15.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.

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

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

18.Order checkbooks and deposit slips for clients

19.Maintain attendance records and complete weekly timesheets

20.Prepare department invoices within Concur

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

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

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

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

25.Perform other duties as directed.

Knowledge, Skills and Experience Requirements :

1.College bachelor’s degree, preferred but not required.

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

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

4.Exceptional verbal, written communication and interpersonal skills.

5.Strong attention to detail and accuracy.

Our job titles may span more than one career level. The starting base salary for this role is between $25.00 – $30.00 per hour. The actual base pay is dependent upon many factors, such as : training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.

Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.

Hybrid Work Model

Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”.

Search Firm Representatives- Please Read Carefully

Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.