Current jobs related to Client Services Associate I - Hollywood, Florida - Amerant Bank

  • Client Services Associate I

    2 weeks ago

    Hollywood, Florida, United States Amerant Bank Full time

    About the RoleTo deliver exceptional customer experiences and foster long-term relationships with our clients, we are seeking a skilled Client Services Associate I to join our team at Amerant Bank.Key ResponsibilitiesProvide personalized service to a portfolio of customers, ensuring their needs are met and exceeded.Collaborate with cross-functional teams to...

  • Client Services Associate I

    4 days ago

    Hollywood, Florida, United States Amerant Bank Full time

    About This RoleTo deliver exceptional customer experiences and foster long-term relationships with our clients, we are seeking a skilled Client Services Associate I to join our team at Amerant Bank.Key ResponsibilitiesProvide personalized service to a portfolio of customers, ensuring their needs are met and exceeded.Collaborate with cross-functional teams to...

  • Client Services Associate I

    1 week ago

    Hollywood, Florida, United States Amerant Bank Full time

    Job SummaryAmerant Bank is seeking a highly skilled Client Services Associate I to provide exceptional customer service to our international clients. As a key member of our team, you will be responsible for delivering personalized service, ensuring regulatory compliance, and maintaining accurate documentation.Key ResponsibilitiesProvide day-to-day customer...

  • Client Services Associate

    3 days ago

    Hollywood, Florida, United States Amerantbank Full time

    Job Title: Client Services AssociateAmerantbank is seeking a highly skilled Client Services Associate to join our team. As a Client Services Associate, you will be responsible for providing exceptional customer service to our international clients, ensuring their needs are met and exceeded.Key Responsibilities:Provide personalized customer service to...

  • Client Services Associate II

    2 days ago

    Hollywood, Florida, United States Amerantbank Full time

    Job Title: Client Services Associate IIJob Summary:Amerant Bank is seeking a highly skilled Client Services Associate II to provide exceptional customer service to our international clients. As a key member of our team, you will be responsible for ensuring compliance with regulatory requirements, maintaining accurate records, and providing timely solutions...

  • Client Services Associate

    4 weeks ago

    Hollywood, Florida, United States Louise Bernstein - State Farm Agent Full time

    Position OverviewAre you seeking an opportunity to develop your career in a supportive environment? Join our reputable agency where you will start as a front desk associate and gain valuable insights into the insurance sector.In this role, you will be responsible for answering incoming calls, engaging with clients, and acquiring essential service skills that...

  • Client Relations Specialist I

    3 weeks ago

    Hollywood, Florida, United States Amerantbank Full time

    Job OverviewThe role is focused on delivering exceptional service standards to a designated portfolio of clients, both personal and commercial, with the aim of enhancing customer loyalty and retention while ensuring outstanding service quality. The position is accountable for adhering to KYC/KYA AML and other regulatory compliance requirements, ensuring that...

  • Client Relations Specialist I

    3 weeks ago

    Hollywood, Florida, United States Amerantbank Full time

    Job OverviewThe primary aim of this role is to deliver exceptional service standards to a designated portfolio of clients, both personal and commercial, to enhance customer loyalty and retention while ensuring outstanding service quality. This position is accountable for adhering to KYC/KYA AML and other regulatory compliance requirements, ensuring that all...

  • Client Relations Specialist I

    3 weeks ago

    Hollywood, Florida, United States Amerantbank Full time

    Job OverviewThe role is designed to deliver exceptional service standards to a designated portfolio of clients, both personal and commercial, with the aim of enhancing customer loyalty and retention. This position is accountable for adhering to KYC/KYA AML and other regulatory compliance requirements, ensuring that all documentation is current and...

  • Client Service Representative

    2 weeks ago

    Hollywood, Florida, United States Banfield Pet Hospital Full time

    Job SummaryThe Client Service Coordinator plays a vital role in driving the flow of clients and pets through Banfield Pet Hospital, ensuring exceptional client care and maximizing the productivity of our veterinary medical team.Key ResponsibilitiesClient Recruitment and Retention: Promote hospital services and route the flow of clients and pets to ensure...

  • Financial Services Associate

    2 weeks ago

    Hollywood, Florida, United States Momentum Financial Services Group Full time

    {"Job Title": "Financial Services Associate", "Job Description": "Key ResponsibilitiesAs a Financial Services Associate at Momentum Financial Services Group, you will play a critical role in delivering exceptional customer experiences and driving store profitability.Customer Sales Experience: Provide quality customer service through efficient execution of...

  • Environmental Services CDL Operator

    4 weeks ago

    Hollywood, Florida, United States DREW FUEL SERVICES Full time

    Job OverviewPosition: Vacuum Truck Operator I / Environmental Field TechnicianESSENTIAL QUALIFICATIONS:Must be at least 21 years of age.Legally authorized to work in the United States.Possession of a valid Class A or B CDL with airbrakes endorsement is required.A minimum of 1 year of experience operating a vehicle requiring a CDL within the last 7 years.Must...

  • Client Relations Specialist

    4 weeks ago

    Hollywood, Florida, United States SSM Services, inc Full time

    Job OverviewAt SSM Services, Inc., we pride ourselves on our adaptability and innovative approach within the wireless telecommunications sector. As we continue to expand our network of valuable brand partnerships, we are seeking a dedicated Client Relations Specialist to support our growing clientele. This role involves managing both existing and prospective...

  • Customer Service Representative

    3 weeks ago

    Hollywood, Florida, United States Amerant Bank Full time

    Job Summary: We are seeking a highly skilled Client Services Associate I to join our team at Amerant Bank. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Provide superior standards of service to an assigned portfolio of...

  • Client Services Consultant II

    4 weeks ago

    Hollywood, Florida, United States Flagstar Bank Full time

    Branch Banking Client Advisor II - LicensedThe Branch Banking Client Advisor II - Licensed plays a crucial role in delivering outstanding client interactions by addressing inquiries and providing comprehensive product insights to fulfill the financial requirements of clients. This position emphasizes client management, retention, and linking clients with...

  • Receptionist and Client Liaison

    3 weeks ago

    Hollywood, Florida, United States Louise Bernstein - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented individual to join our team as a Receptionist and Client Liaison. As a key member of our agency, you will play a vital role in providing exceptional customer service and support to our clients.Key ResponsibilitiesProvide exceptional customer service to clients via phone, email, and in-person...

  • Administrative Assistant I

    6 hours ago

    Hollywood, Florida, United States State of Florida Full time

    About the RoleWe are seeking an experienced Administrative Assistant I to join our team at the State of Florida. As an Administrative Assistant I, you will provide administrative support to our workforce career center, assisting the Center Manager, supervisors, and partners with various administrative matters.Key ResponsibilitiesPerform administrative work...

  • Luxury Client Relations Associate

    3 weeks ago

    Hollywood, Florida, United States Inktel Direct Corporation Full time

    Luxury Brand Customer Service RepresentativeJob Category: Customer Service Requisition Number: LOUIS001739Job OverviewRecognized as a Top WorkplaceInktel Direct Corporation is on the lookout for Customer Service Representatives who are passionate about delivering exceptional service. Our commitment to excellence drives us to support our clients, their...

  • HVAC Engineer I

    1 week ago

    Hollywood, Florida, United States Seminole Gaming Full time

    About Seminole GamingSeminole Gaming is the premier gaming destination in South Florida, offering a world-class entertainment experience with a wide range of gaming options, dining, and hospitality amenities.Job SummaryWe are seeking a highly skilled HVAC Engineer I to join our team at Seminole Gaming. As an HVAC Engineer I, you will be responsible for the...

  • HVAC Engineer I

    2 weeks ago

    Hollywood, Florida, United States Seminole Gaming Full time

    About Seminole GamingSeminole Gaming is the premier gaming destination in South Florida, offering a world-class entertainment experience with a wide range of gaming options, dining, and hospitality amenities.Job SummaryWe are seeking a highly skilled HVAC Engineer I to join our team at Seminole Gaming. As an HVAC Engineer I, you will be responsible for the...

Client Services Associate I

3 months ago

Hollywood, Florida, United States Amerant Bank Full time

To provide superior standards of service to an assigned portfolio of customers (personal & commercial) with the objective to strengthen customer loyalty and retention, ensuring excellent customer service. Responsible of meeting KYC/KYA AML and other regulatory compliance standards. Ensures documentation is up to date and complete.

Responsibilities:

  • Provides day-to-day personalized customer service under quality standards defined by the Bank for the international client.
  • Ensures transactions are processed within service levels by all units of the Bank. Escalates to Management issues related to products and transaction processing that need to be solved at higher level.
  • Addresses and solves client concerns, claims and queries, ensuring that the process of customer claim resolution is administered within the established parameters of quality and efficiency.
  • Coordinates with multiple units of the Bank to exceed customer service expectations.
  • Keeps abreast of current banking products / services, as well as the processes associated to the delivery of these products and services.
  • Prepares, as requested, activity reports related to customers transactions.
  • Daily follow-up to validate that the customers transaction requests have been processed according to customers instructions.
  • Handling the opening of new accounts, Time Deposits and renewals.
  • Process the inclusion and exclusion of cosigners in existing accounts and other maintenance tasks.
  • Contact customers for the activation of dormant accounts and invalid e-mails.
  • Coordination of Credit Cards issuance with customers, travel Memos, activation, payments and temporary increases.
  • Confirm and process manual and i-wires.
  • Report and handle Fraud cases with customers and Fraud Prevention Unit.
  • Processes or requests reference Letters, checkbooks, Stop Payments, Debit Cards and PINs, etc.
  • Process and send to customers account statements, for deposit accounts, credit cards and loans.
  • Prepares packages of loan documentation with the respective units and processing of Loans, new Credit Cards and Credit Cards Line increases through loan systems. Prepares Cash Secure Loan Addendum if applicable.
  • Prepare and process loan advances, loan pay-offs and pay-downs.
  • Prepare and submit for management approval Pledge Releases.
  • Contact customers to cover Margin Calls in Pledge Accounts to maintain collateral coverage according to Credit Policies.
  • Prepare documentation for the change of collateral owners or collateral accounts for Pledge Accounts.
  • Perform Annual review of Pledge Accounts for existing Lines of credit/Loans.
  • Daily monitoring of overdrafts, loan maturities, exceptions and past dues. Coordinating with customers the coverage of overdrafts, and payments and renewals of loans.
  • Obtain required documentation from customers to cure exceptions and past due loans maintaining these indicators within Bank standards.
  • Daily reviews of significant balance change for AML/BSA purposes. Contact customers to validate transactions, review and validate supporting documentation provided by customers. Maintains client files compliant with regulations.
  • Updates DVAs Report.
  • Processes closing of accounts due to BSA matters.
  • Responds OFAC possible hits and contact customer to obtain information as required.
  • Gathers documentation and prepare package for PEPs approval.
  • Responds to audits of assigned customer portfolio by internal, external and compliance auditors.
  • Reviews various anti-money laundering activity reports created by the Compliance Department to detect unusual activity in customers accounts. Investigate such activity and obtain from customer the explanation and documentary validation as appropriate.
  • Answers accurately and on a timely manner BSA/AML inquiries and report any unusual activity that cannot be validated to BSA liaison and to supervisor.
  • Prepares and keep updated KYC/KYA's and prepares annual certifications of high risk accounts.
  • Adheres to compliance policies and procedures.
  • Completes assigned training on BSA to keep abreast of regulations.
  • Acts as back up of other Client Services Associate / Officers.
  • Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues
  • To identify, evaluate, monitor and make any recommendation deemed necessary to their respective Risk Management Committee in order to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules regulations, prescribed practices, internal policies and procedures or ethical standards.
  • All other duties as required

Minimum Education and/or Certifications Requirements:

High Schools degree. Bachelors degree in banking, finance, business administration or related field preferred.

*** Applicant may be NMLS registered and provide the company with NMLS number or be willing to register in NMLS prior to employment being offered.

Minimum Work Experience Requirements:

At least one year of experience servicing international customers accounts

Technical and/or Other Essential Knowledge:

Good understanding of banking products and services. Organizational skills and time management. Superior customer service skills. Excellent knowledge of service quality practices, tools and indicators. Problem solving and conflict resolution skills. Excellent written and verbal communications. Excellent presentation. Results and teamwork oriented. Superior listening skills. Capabilities to learn through experience and seek professional development. Relies on limited experience and judgment to plan and accomplish goals. Ability to deal with irate customers. Perseverance. Ability to deal with multiple departments (networking), across organizational levels, in order to meet or exceed customer needs. Bilingual English-Spanish. Knowledge in the use of banking systems and applications including queries.