NYC Staffing
Account Support Administrator
Amalgamated Bank seeks an Account Support Administrator to provide client and administrative service and support to the Commercial Banking team. Essential job functions include: Working closely with the Account Executive team to provide client support where required Performing 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 Reviewing Account Opening Packages for accuracy prior to activating accounts in Horizon Opening and maintaining all Commercial Real Estate tenant accounts Assisting in maintaining and monitoring Nursing Home accounts Processing client refunds and waivers as required Processing RSA token requests coordinating with Account Executive and Info Security teams Setting up clients in account analysis system (XAA) as prescribed by billing setup forms Processing monthly billing including but not limited to: running preliminary billing cycle, making adjustments as necessary and processing final billing Reviewing 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 changes to billing dates, client setups, price list, etc. Processing credit report request as needed by underwriting and relationship team(s) Running prospective borrowers through Know Your Customer (KYC) process including but not limited to OFAC, LexisNexis and various AML systems Starting all Commercial Real Estate loan packages by processing initial deposit, assigning mortgage number, creating digital loan file, etc. Providing and performing clerical related duties in department as directed. Maintaining 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 Processing stop payments, internal account transfers, and Online Transaction Entries (OTE) in adherence to departmental procedures Researching and following up on outstanding issues, inquiries or documents on Commercial accounts to ensure timely completion and resolution Ordering checkbooks and deposit slips for clients Maintaining attendance records and completing weekly timesheets Preparing department invoices within Concur Reconciling designated Commercial accounts on a daily, weekly and monthly basis depending on reconciliation cycle Performing other administrative duties as assigned such as scheduling, meeting management, and record keeping Supporting the retail branch by performing both teller and customer service functions according to needs (DC and SF branches only) Opening and closing the branch in the absence of the branch officers (DC and SF branches only) Performing other duties as directed Knowledge, Skills and Experience Requirements: College bachelor's degree, preferred but not required Two to three years general office experience in a fast paced atmosphere Robust knowledge of PC, preferably Microsoft Office software package (Word, Excel, Outlook) Exceptional verbal, written communication and interpersonal skills Strong attention to detail and accuracy
Amalgamated Bank seeks an Account Support Administrator to provide client and administrative service and support to the Commercial Banking team. Essential job functions include: Working closely with the Account Executive team to provide client support where required Performing 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 Reviewing Account Opening Packages for accuracy prior to activating accounts in Horizon Opening and maintaining all Commercial Real Estate tenant accounts Assisting in maintaining and monitoring Nursing Home accounts Processing client refunds and waivers as required Processing RSA token requests coordinating with Account Executive and Info Security teams Setting up clients in account analysis system (XAA) as prescribed by billing setup forms Processing monthly billing including but not limited to: running preliminary billing cycle, making adjustments as necessary and processing final billing Reviewing 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 changes to billing dates, client setups, price list, etc. Processing credit report request as needed by underwriting and relationship team(s) Running prospective borrowers through Know Your Customer (KYC) process including but not limited to OFAC, LexisNexis and various AML systems Starting all Commercial Real Estate loan packages by processing initial deposit, assigning mortgage number, creating digital loan file, etc. Providing and performing clerical related duties in department as directed. Maintaining 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 Processing stop payments, internal account transfers, and Online Transaction Entries (OTE) in adherence to departmental procedures Researching and following up on outstanding issues, inquiries or documents on Commercial accounts to ensure timely completion and resolution Ordering checkbooks and deposit slips for clients Maintaining attendance records and completing weekly timesheets Preparing department invoices within Concur Reconciling designated Commercial accounts on a daily, weekly and monthly basis depending on reconciliation cycle Performing other administrative duties as assigned such as scheduling, meeting management, and record keeping Supporting the retail branch by performing both teller and customer service functions according to needs (DC and SF branches only) Opening and closing the branch in the absence of the branch officers (DC and SF branches only) Performing other duties as directed Knowledge, Skills and Experience Requirements: College bachelor's degree, preferred but not required Two to three years general office experience in a fast paced atmosphere Robust knowledge of PC, preferably Microsoft Office software package (Word, Excel, Outlook) Exceptional verbal, written communication and interpersonal skills Strong attention to detail and accuracy