Client Services Representative
7 days ago
New York
Job Description Amalgamated Bank, America’s socially responsible bank, seeks to hire a Client Services Representative (CSR) to work in our Client Services Department to provide service and support, including client onboarding, account opening, account maintenance, treasury management onboarding, and client servicing for the Commercial Real Estate (CRE), Climate Finance, and Business Banking departments. Essential Job Functions: 1. Perform new account openings and account maintenance within the Client Service Team based on client requests and supporting documentation including, but not limited to: Commercial Real Estate, Climate Finance, and Business Banking segments., 2. Assist the Client Services Team as a contact for assigned clients; liaising with other areas of the bank to resolve client issues., 3. Consult with clients to make appropriate recommendations on product, services and fee structures., 4. Ensure respective CRE/Climate Finance/Business Relationship Managers are well informed of client issues, requests, and opportunities for growth., 5. Participate in sales process as requested by CRE, Climate Finance, and Business Bankers offering product expertise, online banking demonstrations and pro forma analyses., 6. For new clients, provide and implement flawless account transition services from the incumbent bank to Amalgamated Bank including account opening, treasury management service enrollment, and online banking training., 7. Complete monthly or annual audit reviews as required for select products and services., 8. Review and decision of daily overdraft and other account reports; escalate issues to management as needed., 9. Review daily and monthly reports including, but not limited to: new accounts, account maintenance, XAA preliminary statements, XAA waivers, XAA maintenance changes, fee refunds, RDC returns, ACH debit origination returns, 10. Process credit report request as needed by underwriting and relationship team(s), 11. Run prospective borrowers through Know Your Customer (KYC) process including but not limited to OFAC, LexisNexis and various AML systems, 12. Start all Commercial Real Estate loan packages by processing initial deposit, assigning mortgage number, creating digital loan file, etc., 13. Research and follow up on outstanding issues, inquiries or documents on Commercial accounts to ensure timely completion and resolution, 14. Maintain compliance with all bank policies, procedures and regulations., 15. Demonstrate a superior level of service, product acumen and attention to detail., 16. Work independently and effectively manage multiple priorities., 17. Perform other duties as directed. This position is hybrid allowing remote and in office workdays each week. The exact schedule is based on approval of the Director of Client Services and needs of the Bank. Note the hybrid schedule is subject to change at any time. Knowledge, Skills and Experience Requirements: 1. Bachelor’s degree or equivalent experience, 2. Two to three years of experience in client-facing roles; work experience in the financial services industry a plus, 3. Ability to work and adapt to a fast-paced, evolving work environment, 4. Robust knowledge of Microsoft Office software package (Word, Excel, Outlook); knowledge of Horizon XE is a plus, 5. Excellent verbal and written communication, and interpersonal skills, 6. Strong attention to detail and accuracy and able to respond in a timely manner, 7. Passion to support and work with socially responsible and mission-based organization Our job titles may span more than one career level. The starting hourly salary for this role is between $20 – $28. The actual hourly 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.