Account Executive l
Amalgamated Bank, San Francisco, CA, United States
Account Executive I
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Salary Range: $70,000.00 to $85,000.00 annually.
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, requests, and opportunities for growth.
Serve as the primary point of contact for assigned clients; liaise with other areas of the bank to resolve client issues.
Consult with clients to make appropriate recommendations on products, 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 decide on daily overdraft and other account reports; escalate issues to management as needed.
Maintain compliance with all bank policies, procedures, and regulations.
For new clients, provide and implement flawless account transition services from the incumbent bank to Amalgamated Bank including account opening, cash management service enrollment, and online banking training.
Demonstrate a superior level of product acumen and attention to detail.
Timely escalation to management and Commercial Bankers of client concerns or issues.
Work remotely and be accessible nights and weekends for VIP client inquiries.
Work independently and effectively manage multiple priorities.
Respond to internal and external clients in a timely fashion.
Perform other duties as directed.
Knowledge, Skills and Experience Requirements
Bachelor’s degree or equivalent experience.
Two to three years of experience in client‑facing roles.
Ability to accurately understand and audit financial statements.
Ability to work and adapt to a fast‑paced, evolving work environment.
Robust knowledge of Microsoft Office software package (Word, Excel, Outlook).
Exceptional verbal, written communication and interpersonal skills.
Strong attention to detail and accuracy.
The starting base salary for this role is between $70,000.00 – $85,000.00. The actual base pay is dependent upon training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.
Hybrid Work Model: Effective February 18, 2025, employees in office‑based positions will be working a hybrid work schedule consisting of three days or more on‑site per week, Monday‑Thursday, with Friday designated as a remote‑working day unless business‑critical tasks require an on‑site presence. This model does not apply to the contact center, branch service roles, and general services located at Company sites; positions covered by a collective‑bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this hybrid work model guidance does not apply to roles that have been designated as “remote”.
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Salary Range: $70,000.00 to $85,000.00 annually.
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, requests, and opportunities for growth.
Serve as the primary point of contact for assigned clients; liaise with other areas of the bank to resolve client issues.
Consult with clients to make appropriate recommendations on products, 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 decide on daily overdraft and other account reports; escalate issues to management as needed.
Maintain compliance with all bank policies, procedures, and regulations.
For new clients, provide and implement flawless account transition services from the incumbent bank to Amalgamated Bank including account opening, cash management service enrollment, and online banking training.
Demonstrate a superior level of product acumen and attention to detail.
Timely escalation to management and Commercial Bankers of client concerns or issues.
Work remotely and be accessible nights and weekends for VIP client inquiries.
Work independently and effectively manage multiple priorities.
Respond to internal and external clients in a timely fashion.
Perform other duties as directed.
Knowledge, Skills and Experience Requirements
Bachelor’s degree or equivalent experience.
Two to three years of experience in client‑facing roles.
Ability to accurately understand and audit financial statements.
Ability to work and adapt to a fast‑paced, evolving work environment.
Robust knowledge of Microsoft Office software package (Word, Excel, Outlook).
Exceptional verbal, written communication and interpersonal skills.
Strong attention to detail and accuracy.
The starting base salary for this role is between $70,000.00 – $85,000.00. The actual base pay is dependent upon training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.
Hybrid Work Model: Effective February 18, 2025, employees in office‑based positions will be working a hybrid work schedule consisting of three days or more on‑site per week, Monday‑Thursday, with Friday designated as a remote‑working day unless business‑critical tasks require an on‑site presence. This model does not apply to the contact center, branch service roles, and general services located at Company sites; positions covered by a collective‑bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this hybrid work model guidance does not apply to roles that have been designated as “remote”.
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