Account Support Administrator

Amalgamated Bank of NY•New York, NY

About The Position

Amalgamated Bank seeks an Account Support Administrator provide client and administrative service and support to the Commercial Banking team. To provide client and administrative service and support to the Commercial Banking team. Essential Job Functions: 1.Work closely with the Account Executive team to provide client support where required 2.Perform all new account openings and account maintenance within Commercial Banking basedon client request and supporting documentation including but not limited to: Commercial,Commercial Real Estate and Nursing Homes segments 3.Review Account Opening Packages for accuracy prior to activating accounts in Horizon 4.Open and maintain all Commercial Real Estate tenant accounts 5.Assist in maintaining and monitoring Nursing Home accounts 6.Process client refunds and waivers as required 7.Process RSA token requests coordinating with Account Executive and Info Security teams 8.Setup clients in account analysis system (XAA) as prescribed by billing setup forms 9.Process monthly billing including but not limited to: running preliminary billing cycle, makingadjustments as necessary and processing final billing 10.Review daily and monthly reports including, but not limited to: new accounts, accountmaintenance, XAA preliminary statements, XAA waivers, XAA maintenance changes, feerefunds, Nursing Home reports, RDC returns, ACH debit origination returns, Third Party PaymentProcessor audits 11.Maintaining basic functions in XAA i.e. making changes to billing dates, client setups, price list,etc. 12.Process credit report request as needed by underwriting and relationship team(s) 13.Run prospective borrowers through Know Your Customer (KYC) process including but not limitedto OFAC, LexisNexis and various AML systems 14.Start all Commercial Real Estate loan packages by processing initial deposit, assigning mortgagenumber, creating digital loan file, etc. 15.Provide and perform clerical related duties in department as directed. Maintain neat and accuratefile and records of department and client correspondence, statement and files; photocopy and filecorrespondence, documents and reports. Daily scanning of documents ensuring all isappropriately indexed and reviews. 16.Process stop payments, internal account transfers, and Online Transaction Entries (OTE) inadherence to departmental procedures 17.Research and follow up on outstanding issues, inquiries or documents on Commercial accountsto ensure timely completion and resolution 18.Order checkbooks and deposit slips for clients 19.Maintain attendance records and complete weekly timesheets 20.Prepare department invoices within Concur 21.Reconcile designated Commercial accounts on a daily, weekly and monthly basis depending onreconciliation cycle 22.Perform other administrative duties as assigned such as scheduling, meeting management, andrecord keeping 23.Support the retail branch by performing both teller and customer service functions according toneeds (DC and SF branches only). Account Support Administrator 24. Open and close the branch in the absence of the branch officers (DC and SF branches only). 25. Perform other duties as directed.

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.

Responsibilities

Work closely with the Account Executive team to provide client support where required
Perform all new account openings and account maintenance within Commercial Banking basedon client request and supporting documentation including but not limited to: Commercial,Commercial Real Estate and Nursing Homes segments
Review Account Opening Packages for accuracy prior to activating accounts in Horizon
Open and maintain all Commercial Real Estate tenant accounts
Assist in maintaining and monitoring Nursing Home accounts
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, makingadjustments as necessary and processing final billing
Review daily and monthly reports including, but not limited to: new accounts, accountmaintenance, XAA preliminary statements, XAA waivers, XAA maintenance changes, feerefunds, Nursing Home reports, RDC returns, ACH debit origination returns, Third Party PaymentProcessor audits
Maintaining basic functions in XAA i.e. making changes to billing dates, client setups, price list,etc.
Process credit report request as needed by underwriting and relationship team(s)
Run prospective borrowers through Know Your Customer (KYC) process including but not limitedto OFAC, LexisNexis and various AML systems
Start all Commercial Real Estate loan packages by processing initial deposit, assigning mortgagenumber, creating digital loan file, etc.
Provide and perform clerical related duties in department as directed. Maintain neat and accuratefile and records of department and client correspondence, statement and files; photocopy and filecorrespondence, documents and reports. Daily scanning of documents ensuring all isappropriately indexed and reviews.
Process stop payments, internal account transfers, and Online Transaction Entries (OTE) inadherence to departmental procedures
Research and follow up on outstanding issues, inquiries or documents on Commercial accountsto ensure timely completion and resolution
Order checkbooks and deposit slips for clients
Maintain attendance records and complete weekly timesheets
Prepare department invoices within Concur
Reconcile designated Commercial accounts on a daily, weekly and monthly basis depending onreconciliation cycle
Perform other administrative duties as assigned such as scheduling, meeting management, andrecord keeping
Support the retail branch by performing both teller and customer service functions according toneeds (DC and SF branches only).
Open and close the branch in the absence of the branch officers (DC and SF branches only).
Perform other duties as directed.