Commercial Banking Account Executive I - Remote

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

Job summary

Amalgamated Bank in Washington, DC is seeking an Account Executive I to manage day-to-day client relationships within the Commercial Banking division and to provide sales support, product expertise, and strategic guidance to clients. The role requires handling a portfolio, liaising with bankers, and delivering timely service while maintaining compliance.

The position emphasizes a consultative approach, accurate record-keeping, and ability to handle multiple priorities in a fast-paced

Qualifications

• 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.
• Proven organizational skills; able to work independently and be detail-oriented.

Responsibilities

• 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; elevate 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 independently and effectively manage multiple priorities.
• Respond to internal and external clients in a timely fashion.
• Perform other duties as directed.

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Amalgamated Bank in Washington, DC is seeking an Account Executive I to manage day-to-day client relationships within the Commercial Banking division and to provide sales support, product expertise, and strategic guidance to clients. The role requires handling a portfolio, liaising with bankers, and delivering timely service while maintaining compliance.

The position emphasizes a consultative approach, accurate record-keeping, and ability to handle multiple priorities in a fast-paced