Institutional Service & Sales

Overview

Amalgamated Bank seeks a dedicated Institutional Service & Sales, FVP who will report directly to the Trust Revenue Officer and will be accountable for institutional client service and business development. Primary responsibilities include client reporting, data analytics & lead generation. The candidate will be an integral part of the Trust team in helping to achieve organic growth targets. Cross-collaboration with banking partners to discover cross-sell opportunities for Investment Management, Custody and Benefit Disbursement.

By joining our team, you’ll be joining a Bank that believes that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers.

• Actively support Client Service & Sales to help the team achieve revenue and profitability targets.
• Creative lead generation by utilizing databases and attending industry conferences.
• Help deepen and expand consultant relationships across industry.
• Provide competitive analysis on industry peers to help properly position Amalgamated Bank’s services.
• Work in collaboration with Legal, Compliance, Operations, Risk and Marketing.
• Passion to learn more about Taft-Hartley industry.
• Perform other duties as directed.
• Travel 10% – 25% of the time.

• Bachelor’s degree; MBA or other equivalent preferred.
• 5+ years of institutional investment management or bank custody experience.
• Client Service and/or Sales Support experience.
• Ability to work effectively with all levels of staff and management.
• Excellent verbal/written communication and interpersonal skills.
• Working knowledge of Microsoft Office (i.e. Word, Excel, PowerPoint).
• Ability to manage multiple tasks and projects.