Account Support Administrator
Amalgamated Bank · Washington, District Of Columbia, US
Amalgamated Bank seeks an Account Support Administrator provide client and administrative service and support to the Commercial Banking team.
Job description
Amalgamated Bank seeks an Account Support Administrator provide client and administrative service and support to the Commercial Banking team. 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 - Review Account Opening Packages for accuracy prior to activating accounts in Horizon - 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 change...