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Account Support Administrator

Amalgamated Capital · Washington, DC
Full-timeFinance & InsuranceEntry Level$24–$32/yr
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About the Account Support Administrator role

Account Support Administrator positions focus on delivering results in their domain. This page aggregates open Account Support Administrator roles and what employers typically expect.

Amalgamated Bank seeks an Account Support Administrator to provide client and administrative service and support to the Commercial Banking team. **Essential Job Functions:** 1. Work closely with the Account Executive team to provide client support where required 2. Perform all new account openings and account maintenance within Commercial Banking based on client request and supporting documentation 3. Review Account Opening Packages for accuracy prior to activating accounts in Horizon 4. Process client refunds and waivers as required 5. Process RSA token requests coordinating with Account Executive and Info Security teams 6. Setup clients in account analysis system (XAA) as prescribed by billing setup forms 7. Process monthly billing including but not limited to: running preliminary billing cycle, making 8. adjustments as necessary and processing final billing 9. Review daily and monthly reports including, but not limited to: new accounts, account maintenance, 10. XAA preliminary statements, XAA waivers, XAA maintenance changes, fee refunds, Nursing Home 11. reports, RDC returns, ACH debit origination returns, Third Party Payment Processor audits 12. Maintaining basic functions in XAA i.e. making changes to billing dates, client setups, price list, etc. 13. Process credit report request as needed by underwriting and relationship team(s) 14. Run prospective borrowers through Know Your Customer (KYC) process including but not limited to OFAC, LexisNexis and various AML systems 15. Provide and perform clerical related duties in department as directed. Maintain neat and accurate file and records of department and client correspondence, statement and files; photocopy and file correspondence, documents and reports. Daily scanning of documents ensuring all is appropriately indexed and reviews 16. Process stop payments, internal account transfers, and Online Transaction Entries (OTE) in adherence to departmental procedures 17. Research and follow up on outstanding issues, inquiries or documents on Commercial accounts to ensure timely completion and resolution 18. Order checkbooks and deposit slips for clients 19. Maintain attendance records and complete weekly timesheets 20. Reconcile designated Commercial accounts on a daily, weekly and monthly basis depending on reconciliation cycle 21. Perform other administrative duties as assigned such as scheduling, meeting management, and record keeping 22. Perform other duties as directed **Knowledge, Skills and Experience Requirements** 1. College bachelor’s degree, preferred but not required. 2. Two to three years general office experience in a fast paced atmosphere. 3. Robust knowledge of PC, preferably Microsoft Office software package (Word, Excel, Outlook). 4. Exceptional verbal, written communication and interpersonal skills. 5. Strong attention to detail and accuracy. **Our job titles may span more than one career level. The starting hourly salary for this role is between $24.00– $31.60 an hour. The actual 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.](https://www.eeoc.gov/sites/default/files/migrated_files/employers/poster_screen_reader_optimized.pdf) AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our [Pay Transparency Statement](https://www.amalgamatedbank.com/sites/default/files/pay-transparency.pdf). 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 Febru…

Salary estimate

$24 – $32/yr
Provided by the employer.

Skills for this role

ExcelCommunicationSecurity

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About Amalgamated Capital

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