Account Executive I


Perm position


Hybrid/Washington, DC, US

Requirement ID:



Apply to:

Diane Katz




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Purpose of Position

One of our Financial Clients seeks an Account Executive to provide outstanding client service and support within the Commercial Banking division.

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

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