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You will be updated with latest job alerts via emailAmalgamated Bank is looking for an Account Support Administrator to 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 onclient request and supporting documentation including but not limited to: Commercial CommercialReal 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 asrequired.
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 Processoraudits
basic functions in XAA i.e. making changes to billing dates client setups price listetc.
credit report request as needed by underwriting and relationship team(s)
prospective borrowers through Know Your Customer (KYC) process including but not limited toOFAC 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 fileand records of department and client correspondence statement and files; photocopy and file correspondence documents and reports. Daily scanning of documents ensuring all is appropriatelyindexed and reviews.
stop payments internal account transfers and Online Transaction Entries (OTE) in adherenceto departmental procedures
and follow up on outstanding issues inquiries or documents on Commercial accounts toensure 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 reconciliationcycle
other administrative duties as assigned such as scheduling meeting management and recordkeeping
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.
Required Experience:
Unclear Seniority
Hourly