Remote: Account Executive (Sales)

Job Description
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; 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
# 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.