drjobs Account Support Administrator

Account Support Administrator

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1 Vacancy
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Job Location drjobs

San Francisco, CA - USA

Hourly Salary drjobs

$ 25 - 30

Vacancy

1 Vacancy

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 youll 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:

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

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

Account Opening Packages for accuracy prior to activating accounts in Horizon

and maintain all Commercial Real Estate tenant accounts

in maintaining and monitoring Nursing Home accounts

client refunds and waivers as required

RSA token requests coordinating with Account Executive and Info Security teams

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

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

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

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

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

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

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

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.

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

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

checkbooks and deposit slips for clients

attendance records and complete weekly timesheets

department invoices within Concur

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

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

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

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

other duties as directed.


Knowledge Skills and Experience Requirements:

bachelors degree preferred but not required.

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

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

verbal written communication and interpersonal skills.

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 anEqual Opportunity and Affirmative Action Employer Minorities / Females / Individuals with Disability / Veterans.AmeriCorps Peace Corps and other national service alumni are encouraged to apply. View ourPay 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 officebased positions will be working a Hybrid work schedule consisting of three days or more onsite per week Monday Thursday although the specific days may vary by site or organization with Friday designated as a remoteworking day unless business critical tasks require an onsite presence. This Hybrid work model does not apply to and daily inperson 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 collectivebargaining 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.


Required Experience:

Unclear Seniority

Employment Type

Hourly

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