Job Information
Amalgamated Bank Branch Support Administrator in San Francisco, California
Amalgamated Bank seeks a Branch Support Administrator to provide client, administrative service and a high quality of customer service in a broad variety of activities.
Essential Job Functions:
Provide administrative support to the department, to render quality service to clients and customers in need of special handling
Responsible for managing, processing, and tracking all retail and commercial new account opening paperwork
Provide support to the Commercial Banking team as needed
Perform all RBR duties such as stop payment orders, process deposits / withdrawals, cash checks etc.
Maintain neat and accurate files, record, client correspondence, and statements. Daily scanning of documents ensuring all is appropriately indexed and reviewed
Conduct investigations regarding discrepancies in accounts. Maintain spreadsheet regarding all pending investigations for accounts and resolutions
Review large item checks daily, return item processing and consult with appropriate account officer in the pay decision process. Notify customers of overdraft, as appropriate. Prepare and submit customer’s request for transfers of money or deposits to cover overdrafts
Process and ship monthly customer bank statements and CD Rom packages
Perform file maintenance on accounts as necessary
Receive and respond to all telephone inquiries. Assist customers and respond to their general banking needs. Notify account officer of any problems or concerns
Process stop payments, internal transfers, International and Domestic wire transfers, process deposits/withdrawals, cash checks, collection items, ATM/debit card issuance and account closeouts for customers
Contact customers on maturity of treasury bills, treasury notes, certificates of deposit, participation certificates and time deposits for instructions upon maturities or for the purchase of new investments
Support the retail branch by performing both teller and customer service functions according to needs
Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedure, including but not limited to the Bank’s CIP and customer service policies
Review and verify all previous days’ work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts
Approve checks (up to authorized limit) using knowledge of account history and account information on file, to make decision on whether to cash
Knowledge and use of the Bank’s Redi system to keep current with updates to policy and procedures
Open and close the branch in the absence of the branch officers
Perform various administrative duties as directed by Manager
Knowledge, Skill, and Experience Requirements:
High School Diploma or equivalent
A minimum of two (2) years Teller experience required or successfully completing the teller training course in lieu of Teller experience
Strong interpersonal and communication skills to build rapport with prospective and existing customers
Must be flexible to work and/or transfer throughout the network, on an as needed basis
Detailed knowledge of banking procedures, regulations and all Branch related functions and terminal systems
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.