Amalgamated Bank Account and Branch Support Administrator in New York, New York
Amalgamated Bank seeks a highly motivated individual as an Account and Branch Support Administrator in our main office/DC office to provide client and administrative service and support to the Commercial Banking team and retail branch.
Essential Job Functions:
Work closely with the Account Executive team to provide client support where required
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
Review Account Opening Packages for accuracy prior to activating accounts in Horizon
Open and maintain all Commercial Real Estate tenant accounts
Assist in maintaining and monitoring Nursing Home accounts
Process client refunds and waivers as required
Process RSA token requests coordinating with Account Executive and Info Security teams
Setup clients in account analysis system (XAA) as prescribed by billing setup forms
Process monthly billing including but not limited to: running preliminary billing cycle, making adjustments as necessary and processing final billing
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
Maintaining basic functions in XAA i.e. making changes to billing dates, client setups, price list, etc.
Process credit report request as needed by underwriting and relationship team(s)
Run prospective borrowers through Know Your Customer (KYC) process including but not limited to OFAC, LexisNexis and various AML systems
Start all Commercial Real Estate loan packages by processing initial deposit, assigning mortgage number, creating digital loan file, etc.
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.
Process stop payments, internal account transfers, and Online Transaction Entries (OTE) in adherence to departmental procedures
Research and follow up on outstanding issues, inquiries or documents on Commercial accounts to ensure timely completion and resolution
Order checkbooks and deposit slips for clients
Maintain attendance records and complete weekly timesheets
Prepare department invoices within Concur
Reconcile designated Commercial accounts on a daily, weekly and monthly basis depending on reconciliation cycle
Perform other administrative duties as assigned such as scheduling, meeting management, and record keeping
Support the retail branch by performing both teller and customer service functions according to needs (DC and SF branches only).
Open and close the branch in the absence of the branch officers (DC and SF branches only).
Perform other duties as directed.
Knowledge, Skills and Experience Requirements
College bachelor’s degree, preferred but not required.
Two to three years general office experience in a fast paced atmosphere.
Robust knowledge of PC, preferably Microsoft Office software package (Word, Excel, Outlook).
Exceptional verbal, written communication and interpersonal skills.
Strong attention to detail and accuracy.
Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans at https://www.eeoc.gov/employers/upload/posterscreenreaderoptimized.pdf AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement at https://www.amalgamatedbank.com/sites/default/files/pay-transpformattedESQA508c.pdf . 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.