Account Support Administrator

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

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. Perform other duties as directed

Knowledge, Skills and Experience Requirements:

1. Bachelor’s degree, preferred but not required
2. Minimum 2 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 $44,00.00 – $54,800.00. 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.

As part of our commitment to health and safety, all team members currently working in our office space are required to show proof of vaccination. To be considered for any position at Amalgamated Bank where permitted by applicable law (including any applicable reasonable accommodation, medical or religious exemption), candidates must have received the COVID-19 vaccine prior to their start date. Upon commencement of employment, new team members must provide proof that they have been fully vaccinated against COVID-19.