• Account Support Administrator

    Amalgamated Bank (New York, NY)


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

     

    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 basedon 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, makingadjustments as necessary and processing final billing

    10.Review daily and monthly reports including, but not limited to: new accounts, accountmaintenance, XAA preliminary statements, XAA waivers, XAA maintenance changes, feerefunds, Nursing Home reports, RDC returns, ACH debit origination returns, Third Party PaymentProcessor 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 limitedto OFAC, LexisNexis and various AML systems

    14.Start all Commercial Real Estate loan packages by processing initial deposit, assigning mortgagenumber, creating digital loan file, etc.

    15.Provide and perform clerical related duties in department as directed. Maintain neat and accuratefile and records of department and client correspondence, statement and files; photocopy and filecorrespondence, documents and reports. Daily scanning of documents ensuring all isappropriately indexed and reviews.

    16.Process stop payments, internal account transfers, and Online Transaction Entries (OTE) inadherence to departmental procedures

    17.Research and follow up on outstanding issues, inquiries or documents on Commercial accountsto 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 onreconciliation cycle

    22.Perform other administrative duties as assigned such as scheduling, meeting management, andrecord keeping

    23.Support the retail branch by performing both teller and customer service functions according toneeds (DC and SF branches only).

    Account Support Administrator

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

    25. Perform other duties as directed.

    Knowledge, Skills and Experience Requirements

    1. College bachelor’s degree, preferred but not required.

    2. Two to three 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.