Amalgamated Bank, America’s socially responsible bank, seeks to hire an Account Executive to work in our Commercial Banking office in Boston and to provide client service and support primarily focused on treasury management. This position is hybrid allowing remote work several days each work and in office work several days each week. The exact schedule is based on approval of the New Regional Director and needs of the Bank.

Essential Job Functions:

1. Act as day-to day relationship manager for assigned client portfolio, primarily focused on client’s treasury management needs.
2. Serve as primary point of contact for assigned clients; liaising with other areas of the bank to resolve client issues.
3. Consult with clients to make appropriate recommendations on product, services and fee structures.
4. Ensure respective Commercial Bankers are well informed of client issues, requests, and opportunities for growth.
5. Participate in sales process as requested by Commercial Bankers offering sales support, product expertise, product demonstrations and pro forma analyses.
6. Deepen relationships by taking a consultative approach to client needs both from a product and service perspective.
7. 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 and ensuring that all required documentation and information is provided by the client.
8. Maintain accurate client records through a central repository of shared drives or databases.
9. Complete monthly or annual audit reviews as required for select products and services.
10. Review and decision of daily overdraft and other account reports; escalate issues to management as needed.
11. Maintain compliance with all bank policies, procedures and regulations.
12. Demonstrate a superior level of service, product acumen and attention to detail. Providing this superior service to our Commercial Banking clients may require responding to client outside of normal business hours and on weekends.
13. Timely escalation to management and Commercial Bankers of client concerns or issues.
14. Work independently and effectively manage multiple priorities.
15. Respond to internal and external clients in a timely fashion.
16. Perform other duties as directed.

Knowledge, Skills and Experience Requirements:

1. Bachelor’s degree or equivalent experience
2. Two to three years of experience in client-facing roles; work experience in the financial services industry a plus
3. Ability to accurately understand and audit financial statements 
4. Ability to work and adapt to a fast-paced, evolving work environment 
5. Robust knowledge of Microsoft Office software package (Word, Excel, Outlook); knowledge of HorizonXE is a plus
6. Excellent verbal, written communication, and interpersonal skills
7. Strong attention to detail and accuracy and able to respond in a timely manner
8. Passion to support and work with socially-minded and mission-based organizations