Account Executive I

Amalgamated Bank; Washington (District of Columbia); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Amalgamated Bank is seeking an Account Executive I to manage a DC-based commercial client portfolio. You will serve as the primary contact, coordinate with different bank areas, and advise on products, services, and fee structures.

The role emphasizes relationship-building, accuracy, and proactivity. You will collaborate with Commercial Bankers to drive growth, oversee client records and audits, and ensure compliance with bank policies.

Qualifications

• Bachelor's degree or equivalent experience required.
• 2–3 years of client-facing experience.
• Ability to analyze financial statements accurately.
• Ability to work in a fast-paced environment and adapt quickly.
• Strong verbal and written communication and interpersonal skills.
• Proven organizational skills and attention to detail.

Responsibilities

• Act as day-to-day relationship manager for assigned client portfolio.
• Keep Commercial Bankers informed of client issues, requests and growth opportunities.
• Serve as primary contact for clients and coordinate with bank teams to resolve issues.
• Provide product/service recommendations and fee structure guidance.
• Assist in sales activities with product demonstrations and analyses.
• Develop consultative relationships to understand client needs and opportunities.
• Maintain accurate client records and support monthly/annual audits.
• Review daily overdraft and other account reports and escalate as needed.

Skills

Client relationship management

Financial statement analysis

MS Office

Communication skills

Organizational skills

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Job description

Purpose Of Position

Amalgamated Bank, America's socially responsible bank, seeks to hire an Account Executive I to work in our Commercial Banking office in DC and to provide client service and support within the Commercial Banking division. By joining our team, you'll be joining a Bank that believes that that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers.

Essential Job Functions

• Act as day to day relationship manager for assigned client portfolio.
• Ensure respective Commercial Bankers are well informed of client issues, request and opportunities for growth.
• Serve as primary point of contact for assigned clients; liaising with other areas of the bank to resolve client issues.
• Consult with clients to make appropriate recommendations on product, 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 decision of daily overdraft and other account reports; escape 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 skillsStrong attention to detail and accuracy
• Proven organizational skills; able to work independently and be detail-oriented.

Our job titles may span more than one career level. The starting base salary for this role is between $55,000 – $75,000. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.

Amalgamated Bank is an Equal Opportunity and affirmative action employer, minorities / females / individuals with disability / veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.

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, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; 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".

Search Firm Representatives- Please Read Carefully

Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.