NYC Staffing
divh2Account Support Administrator/h2pAmalgamated Bank seeks an Account Support Administrator to provide client and administrative service and support to the Commercial Banking team. Essential job functions include:/polliWorking closely with the Account Executive team to provide client support where required/liliPerforming 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/liliReviewing Account Opening Packages for accuracy prior to activating accounts in Horizon/liliOpening and maintaining all Commercial Real Estate tenant accounts/liliAssisting in maintaining and monitoring Nursing Home accounts/liliProcessing client refunds and waivers as required/liliProcessing RSA token requests coordinating with Account Executive and Info Security teams/liliSetting up clients in account analysis system (XAA) as prescribed by billing setup forms/liliProcessing monthly billing including but not limited to: running preliminary billing cycle, making adjustments as necessary and processing final billing/liliReviewing 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/liliMaintaining basic functions in XAA i.e. making changes to billing dates, client setups, price list, etc./liliProcessing credit report request as needed by underwriting and relationship team(s)/liliRunning prospective borrowers through Know Your Customer (KYC) process including but not limited to OFAC, LexisNexis and various AML systems/liliStarting all Commercial Real Estate loan packages by processing initial deposit, assigning mortgage number, creating digital loan file, etc./liliProviding 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/liliProcessing stop payments, internal account transfers, and Online Transaction Entries (OTE) in adherence to departmental procedures/liliResearching and following up on outstanding issues, inquiries or documents on Commercial accounts to ensure timely completion and resolution/liliOrdering checkbooks and deposit slips for clients/liliMaintaining attendance records and completing weekly timesheets/liliPreparing department invoices within Concur/liliReconciling designated Commercial accounts on a daily, weekly and monthly basis depending on reconciliation cycle/liliPerforming other administrative duties as assigned such as scheduling, meeting management, and record keeping/liliSupporting the retail branch by performing both teller and customer service functions according to needs (DC and SF branches only)/liliOpening and closing the branch in the absence of the branch officers (DC and SF branches only)/liliPerforming other duties as directed/li/olpKnowledge, Skills and Experience Requirements:/pulliCollege bachelors degree, preferred but not required/liliTwo to three years general office experience in a fast paced atmosphere/liliRobust knowledge of PC, preferably Microsoft Office software package (Word, Excel, Outlook)/liliExceptional verbal, written communication and interpersonal skills/liliStrong attention to detail and accuracy/li/ul/div