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Amalgamated Bank is searching for a Senior Account Executive. Operating in a lead capacity, this position will manage a team of Account Executives and Account Support Administrators and will provide client service and support within the Commercial Banking division.

By joining our team, you’ll be joining a Bank that believes that 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:

+ Supervise regional Account Executive and Account Support Administrator team providing support on opportunities, client portfolios and escalations.

+ Maintain constant and consistent communication with Regional Director of Commercial Banking.

+ Work closely with the Regional Director of Commercial Banking on service issues, sales service strategy and overall client portfolio management.

+ Provide onboarding support, mentoring and training for new hires.

+ Roll out processes, standards and best practices in accordance with the Regional Director of Commercial Banking.

+ Coordinate all proposed new processes (based on new client opportunities/ requests) through the Regional Director of Commercial Banking.

+ Act as day-to-day relationship manager/primary point of contact for assigned client portfolio, liaising with other areas of the Bank to resolve client issues.

+ Consult with clients to make appropriate recommendations on product, services and fee structures.

+ Deepen relationships by taking a consultative approach to client needs both from a product and service perspective.

+ Ensure respective Commercial Bankers Account Executives, and Account Support Administrators are well informed of client issues, requests and opportunities for growth.

+ Actively participate in sales process as requested by Account Executives and Commercial Bankers offering sales support, product expertise, product demonstrations and pro forma analyses.

+ Maintain accurate client records through a central repository of shared drives or databases.

+ Complete and oversee the process of annual reviews as required for select products and services.

+ Review and decision of daily overdraft and other account reports; escalate issues to Regional Director of Commercial Banking as needed.

+ Maintain compliance with all Bank policies, procedures and regulations.

+ Demonstrate a superior level of product acumen and attention to detail.

+ Timely escalate client concerns or issues to Regional Director of Commercial Banking and Commercial Bankers.

+ Work remotely and be accessible nights and weekends for VIP client and team inquiries.

+ Work independently and effectively manage multiple priorities.

+ Respond to internal and external clients and employees in a timely fashion.

+ Perform other duties as directed.

Knowledge, Skills and Experience Requirements:

+ Bachelor’s degree

+ 5-7 years of experience in client facing roles

+ 3-5 years of experience with managing a team

+ Ability to accurately understand audited financial statements and bank statements

+ Ability to work and adapt to a fast paced, evolving work environment

+ Robust knowledge of Microsoft Office software package (Word, Excel, Outlook)

+ Exceptional verbal, written communication and interpersonal skills

+ 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 $130,000.00 – $140,000.00. 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 . (https://www.eeoc.gov/sites/default/files/migrated\_files/employers/poster\_screen\_reader\_optimized.pdf) AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement (https://www.amalgamatedbank.com/sites/default/files/pay-transparency.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. 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.