Account Executive l

Job description

Amalgamated Bank, America’s socially responsible bank, seeks to hire an Account Executive I to provide client service and support within the Commercial Banking division. Essential Job Functions: - Act as day to day relationship manager for assigned client portfolio. - Ensure respective Commercial Bankers are well informed of client issues, request and opportunities for growth. - Serve as primary point of contact for assigned clients; liaising with other areas of the bank to resolve client issues. - Consult with clients to make appropriate recommendations on product, services and fee structures. - Participate in sales process as requested by Commercial Bankers offering sales support, product expertise, product demonstrations and pro forma analyses. - Deepen relationships by taking a consultative approach to client needs both from a product and service perspective. - Maintain accurate client records through a central repository of shared drives or databases. - Complete monthly or annual audit reviews as required for select products and services. - Review and decision of daily overdraft and other account reports; escalate issues to management as needed. - Maintain compliance with all...