Current jobs related to Private Client Group Relationship Manager - Tampa - Amerantbank

  • Private Client Group Relationship Manager

    2 months ago

    Tampa, United States Amerantbank Full time

    The Private Client Group Relationship Manager develops, manages and retains a client book of business with a focus in the domestic professional segment using market knowledge to:Ensure delivery of high standards of service to strengthen customer loyaltyMaintain a dedicated, high touch service and professional relationship applying a short and long term...

  • Private Client Group Relationship Manager

    1 day ago

    Tampa, United States Amerantbank Full time

    Job DescriptionJob DescriptionThe Private Client Group Relationship Manager develops, manages and retains a client book of business with a focus in the domestic professional segment using market knowledge to:Ensure delivery of high standards of service to strengthen customer loyaltyMaintain a dedicated, high touch service and professional relationship...

  • Private Client Group Relationship Manager

    1 week ago

    Tampa, United States Amerant Bank Full time

    The Private Client Group Relationship Manager develops, manages and retains a client book of business with a focus in the domestic professional segment using market knowledge to:Ensure delivery of high standards of service to strengthen customer loyaltyMaintain a dedicated, high touch service and professional relationship applying a short-and long-term...

  • Client Relationship Manager

    3 hours ago

    Tampa, Florida, United States Amerantbank Full time

    About the RoleThe Private Client Group Relationship Manager develops, manages, and retains a client book of business with a focus on the domestic professional segment. This role utilizes market knowledge to:Deliver Exceptional Client Service to strengthen customer loyalty and retention.Maintain a High-Touch Service and professional relationship, applying a...

  • Client Relationship Manager

    10 hours ago

    Tampa, Florida, United States Highland Management Group Full time

    We are seeking a highly skilled and experienced professional to join our team at Highland Management Group as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Develop and maintain strong relationships with clients, ensuring their...

  • Private Relationship Manager

    2 weeks ago

    Tampa, United States Bank of Tampa Full time

    Job DescriptionJob DescriptionPosition overviewThe Private Relationship Manager will enhance banking relationships by providing personalized, expert advice on products and services tailored to meet our clients’ needs and financial goals. The ideal candidate will be dedicated to establishing new client relationships, along with maintaining strong, existing...

  • Private Wealth Relationship Manager

    1 month ago

    Tampa, United States Bank of America Full time

    Description : The Private Wealth Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in...

  • Private Wealth Relationship Manager

    3 weeks ago

    Tampa, Florida, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Healthcare Client Relationship Manager

    1 week ago

    Tampa, Florida, United States Wipro Full time

    Position: Healthcare Account ExecutiveLocation: Tampa, FLNote: This role does not involve Sales and Healthcare Insurance Experience is MandatoryROLE OVERVIEWThe Healthcare Account Executive (AE) plays a pivotal role in ensuring exceptional service delivery and adherence to contractual obligations within Wipro Healthplan Services' (WHPS) Affordable Care Act...

  • Client Relationship Manager

    1 week ago

    Tampa, Florida, United States ZK Technology LLC Full time

    Benefits:Company gatheringsProfit-sharing opportunitiesRelocation incentivesProfessional development and trainingZK Technology LLC is in search of a Client Relationship Manager to foster enduring, trustworthy connections with our current clientele. The primary function of this role is to manage a portfolio of designated clients, cultivate new business from...

  • Healthcare Client Relationship Manager

    1 week ago

    Tampa, Florida, United States Wipro Full time

    Position: Healthcare Account ExecutiveLocation: Tampa, FLNote: This position does not include Sales; Healthcare Insurance Experience is RequiredROLE OVERVIEWThe Healthcare Account Executive (AE) plays a pivotal role in ensuring exceptional service delivery and adherence to contractual obligations within Wipro Healthplan Services' (WHPS) Affordable Care Act...

  • Client Relationship Manager

    1 week ago

    Tampa, Florida, United States DivvyCloud Full time

    Client Success SpecialistAs a Client Success Specialist at DivvyCloud, you will serve as a trusted consultant for our clients, leveraging your cybersecurity expertise and knowledge of DivvyCloud's products and services to ensure that clients derive maximum value from their investment.About the TeamThe Client Success team is dedicated to ensuring overall...

  • Client Relationship Manager

    1 week ago

    Tampa, Florida, United States AnyDesk Software Full time

    Overview:The ideal candidate will possess exceptional interpersonal skills and the ability to foster mutually beneficial relationships with all stakeholders.Key Responsibilities:- Manage the overall relationship with designated clients- Ensure the retention and satisfaction of all assigned clients- Assist clients in reaching their objectivesQualifications:-...

  • Client Relationship Specialist II

    1 week ago

    Tampa, Florida, United States PNC Financial Services Group Full time

    Job OverviewPosition SummaryAt PNC Financial Services Group, our workforce is our most significant asset and competitive edge in the markets we operate. We are committed to providing an exceptional experience for our clients. Our daily efforts are focused on nurturing an inclusive workplace culture where every employee feels valued, respected, and empowered...

  • Client Relationship Manager

    1 week ago

    Tampa, Florida, United States Mad Mobile Full time

    About Mad Mobile:Mad Mobile is at the forefront of revolutionizing retail and dining experiences. In a fast-paced market where customer expectations are continually evolving, we lead the way in innovation.Our mission is to empower customers to interact and transact with brands effortlessly, whether they are in-store, outside the traditional boundaries, or on...

  • Client Relationship Manager

    1 week ago

    Tampa, Florida, United States Impact Floors of Texas Full time

    Job Posting OverviewSince our inception, Impact Floors of Texas has been dedicated to providing exceptional service to multifamily properties. With over three decades of experience, we have earned the trust of management companies and property managers through our commitment to outstanding customer service and efficient flooring installations.We invite you...

  • Private Client Account Manager

    3 months ago

    Tampa, United States Marsh McLennan Companies Full time

    Description: Private Client Account Manger Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11, of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about...

  • Senior Client Relationship Manager

    1 week ago

    Tampa, Florida, United States McGriff Insurance Services Full time

    Job Title: Senior Client Relationship ManagerKey Responsibilities:Establish and nurture robust relationships with clients and insurance carriers through effective communication strategies.Design and execute tailored client service strategies that align with their business objectives and risk management requirements.Oversee a dedicated team responsible for...

  • Senior Client Relationship Manager

    1 week ago

    Tampa, Florida, United States McGriff Insurance Services Full time

    Job Title: Senior Client Relationship ManagerKey Responsibilities:Establish and nurture robust relationships with clients and insurance carriers through effective communication channels.Design and execute tailored client service strategies to align with their business objectives and risk management requirements.Oversee a dedicated team responsible for...

  • Client Relationship Manager

    1 week ago

    Tampa, Florida, United States Impact Floors of Texas Full time

    Job Posting OverviewSince our inception, Impact Floors of Texas has been dedicated to providing exceptional service to multifamily properties. With over three decades of experience, we have established a reputation for reliability and quality in flooring solutions. Our commitment to outstanding customer service and prompt installation has made us a trusted...

Private Client Group Relationship Manager

2 months ago

Tampa, United States Amerantbank Full time
Job DescriptionJob Description


The Private Client Group Relationship Manager develops, manages and retains a client book of business with a focus in the domestic professional segment using market knowledge to:

  • Ensure delivery of high standards of service to strengthen customer loyalty
  • Maintain a dedicated, high touch service and professional relationship applying a short and long term approach to addressing the customer's overall financial needs
  • Assess customer goals and needs and provide comprehensive advise on banking (deposit and lending) products while optimizing cross-selling opportunities
  • Prepare and deliver proposals based on clients goals and needs; using available tools and applications
  • Coordinate client meetings with product specialists (trust / investments) to support the sale of products and services and deliver comprehensive proposals
  • Identify potential customer issues and channel them with the responsible units through resolution, acting as a customer advocate within and outside the organization
  • Seek feedback from customers on a regular basis to identify and address service quality issues
  • Identify and report 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.
  • Ensure compliance with Amerant Code of Ethics and BSA/AML, USA Patriot Act, OFAC, information security, suspicious activity reporting requirements, and policies and procedures

Work Experience:
5+ years of experience working with high net worth customers, providing them deposit product solutions
Experience offering lending solutions preferred

Education and/or Certifications:
Bachelors degree in Business, Finance, Economics or related field required. Reputable and relevant professional certifications a plus

Technical and/or Other Essential Knowledge
Proven experience developing, expanding and retaining a book of business
Ability to close sales, negotiate terms and apply a consultative approach to the sales process
Proficient using the Microsoft Offer Product Suite including: MS Teams, MS Word, MS Excel and MS PowerPoint
20% travel required

Functional Competencies:
Must be a team player, have the ability to work under pressure, conduct business with minimum supervision and with a professional demeanor. Must be able to solve problems and conflicts, manage time and projects. Must be able to communicate effectively verbally and in writing, and deliver engaging presentations.