Amalgamated Bank · 14 hours ago
Client Services Representative
New York, NY
Full-time
Hybrid
Entry, Mid Level
$20/hr - $28/hr
2+ years expAmalgamated Bank, America’s socially responsible bank, seeks to hire a Client Services Representative to work in their Client Services Department. The role involves providing service and support, including client onboarding, account opening, account maintenance, and client servicing for various banking departments.
Banking
Responsibilities
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
Assist the Client Services Team as a 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
Ensure respective CRE/Climate Finance/Business Relationship Managers are well informed of client issues, requests, and opportunities for growth
Participate in sales process as requested by CRE, Climate Finance, and Business Bankers offering product expertise, online banking demonstrations and pro forma analyses
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
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
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
Process credit report request as needed by underwriting and relationship team(s)
Run prospective borrowers through Know Your Customer (KYC) process including but not limited to OFAC, LexisNexis and various AML systems
Start all Commercial Real Estate loan packages by processing initial deposit, assigning mortgage number, creating digital loan file, etc
Research and follow up on outstanding issues, inquiries or documents on Commercial accounts to ensure timely completion and resolution
Maintain compliance with all bank policies, procedures and regulations
Demonstrate a superior level of service, product acumen and attention to detail
Work independently and effectively manage multiple priorities
Perform other duties as directed
Qualification
Required
Bachelor's degree or equivalent experience
Two to three years of experience in client-facing roles; work experience in the financial services industry a plus
Ability to work and adapt to a fast-paced, evolving work environment
Robust knowledge of Microsoft Office software package (Word, Excel, Outlook); knowledge of Horizon XE is a plus
Excellent verbal and written communication, and interpersonal skills
Strong attention to detail and accuracy and able to respond in a timely manner
Passion to support and work with socially responsible and mission-based organization
Company
Amalgamated Bank
For over a century, Amalgamated Bank has been America’s Socially Responsible bank supporting thousands of people, organizations, causes and businesses.
Founded in 1923New York, New York, USA
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Keith Mestrich
Retired President and CEO
Sam Brown
Senior Executive Vice President, Chief Banking Officer
Recent News
Amalgamated Financial Corp.
2025-07-24
GlobeNewswire News Room
2025-07-11
Simply Wall Street
2024-04-28
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