Private Client Group Relationship Manager FL

17 hours 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 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 advice 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 organizationSeek 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 proceduresWork 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:
Bachelor's 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.




#LI-Onsite



  • 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...


  • 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...


  • 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...


  • 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...


  • Tampa, Florida, United States Genuine Search Group Full time

    Genuine Search Group is seeking a skilled Estimating Specialist to join our team in Tampa, FL. In this role, you will be responsible for estimating construction projects, preparing bids and proposals, and collaborating with our cross-functional teams to ensure successful project delivery.The estimated salary for this position is between $90,000 and $140,000...


  • Tampa, United States Sandy Morris Financial and Estate Planning Services, LLC Full time

    Client Services Associate - Private Wealth Concierge | Sandy Morris Financial (SMF Private Wealth Division)Location: Tampa, FLStatus: Full-TimePosition Summary:The Client Services Associate - Private Wealth Concierge at SMF Private Wealth Division provides high-net-worth clients with white-glove, personalized service. You will guide clients through the...


  • Tampa, United States Core Medical Group Full time

    Client in FL seeking Allied Health Physical Therapy Assistant (PTA) to work Mon-Fri, Days Florida stretches more than 400 miles from its state line with Georgia to the Florida Keys. It's famous for its coastline, its Everglades, and its colorful coral reefs, but there are lesser known wonders as well. For instance, did you know Florida houses one of the...


  • tampa, United States Amerant Bank Full time

    The Corporate Banking Relationship Manager is responsible for maximizing share of wallet and products penetration. Will also promote and cross-sell products and services with the objective of servicing, maintaining, developing new relationships, increasing bank revenues and identifying current and potential business opportunities for the Bank.Develop and...


  • tampa, United States Addison Group Full time

    Our client is looking for a Payroll Specialist to join their team!Essential Responsibilities:The Payroll Specialist administers the processing of the organization’s payroll for all business locationsCollects payroll data to maintain accurate pay records and ensures accurate and timely processing of paymentsWorks collaboratively with Human Resources,...


  • tampa, United States Addison Group Full time

    Our client is looking for a Payroll Specialist to join their team!Essential Responsibilities:The Payroll Specialist administers the processing of the organization’s payroll for all business locationsCollects payroll data to maintain accurate pay records and ensures accurate and timely processing of paymentsWorks collaboratively with Human Resources,...


  • Tampa, United States First Horizon Bank Full time

    Location: On site in Tampa, FL Summary Develops new customer prospects and business with commercial clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide variety of business and individual loans to build long-term and profitable customer relationships in order to maximize portfolio revenue growth and asset...


  • Tampa, United States First Horizon Bank Full time

    Job DescriptionLocation: On site in Tampa, FLSummaryDevelops new customer prospects and business with commercial clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide variety of business and individual loans to build long-term and profitable customer relationships in order to maximize portfolio revenue growth and...


  • Tampa, United States Jimmy John's Sandwich Maker Atlas Group FL 1440IS Part time

    Job DescriptionJob DescriptionAre you looking for a job in food service? As Jimmy John’s Sandwich maker, your job will be to provide FREAKY world-class customer service to Jimmy John’s customers while spreading the love through FREAKY FAST Jimmy John’s sandwiches. Blow your Restaurant Manager away with your personality and service to customers. Blow...

  • The Walker Group

    5 days ago


    tampa, United States The Walker Group - Village Inn Full time

    Company DescriptionWe are a Restaurant Franchise Organization with an established legacy that spans six decades and three generations of one family that is dedicated to their Team Members, Guests, and Community. The Walker Group currently manages 38 Restaurants throughout Florida, Virginia Beach, and 9 other states located in the Midwest Region of the United...


  • Tampa, United States Core Medical Group Full time

    Client in FL seeking Physical Therapy Assistant (PTA) to work 08:00 - 16:30 Florida stretches more than 400 miles from its state line with Georgia to the Florida Keys. It's famous for its coastline, its Everglades, and its colorful coral reefs, but there are lesser known wonders as well. For instance, did you know Florida houses one of the largest...


  • Tampa, United States Core Medical Group Full time

    Client in FL seeking PT (PT) to work 08:30 - 16:30 Florida stretches more than 400 miles from its state line with Georgia to the Florida Keys. It's famous for its coastline, its Everglades, and its colorful coral reefs, but there are lesser known wonders as well. For instance, did you know Florida houses one of the largest underwater cave systems in the...


  • Tampa, United States Core Medical Group Full time

    Client in FL seeking Physical Therapy Assistant (PTA) to work 08:00 - 16:30 Florida stretches more than 400 miles from its state line with Georgia to the Florida Keys. It's famous for its coastline, its Everglades, and its colorful coral reefs, but there are lesser known wonders as well. For instance, did you know Florida houses one of the largest...


  • Tampa, Florida, United States Edgewell UK Limited Full time

    About the Role">Our client is an international 3PL company with a heavy footprint in the trucking world. They are looking to grow out from their Tampa, FL branch and are seeking a seasoned sales professional to join their team.">Salary and Benefits">The base salary for this role is $120,000, with uncapped commission potential of up to $60,000 per year (11%...


  • Tampa, Florida, United States Amerant Bank Full time

    Job DescriptionAmerant Bank seeks a Business Development Manager to join our Private Client Group. This role is responsible for developing and managing a client book of business, with a focus on the domestic professional segment.Key Responsibilities:Deliver exceptional service to strengthen customer loyalty and retain existing relationships.Maintain a...

  • Travel Nurse RN

    1 month ago


    Tampa, United States Core Medical Group Full time

    Client in FL seeking Observation Unit Registered Nurse (RN) to work Night 3x12-Hour (18:45 - 07:15) Florida stretches more than 400 miles from its state line with Georgia to the Florida Keys. It's famous for its coastline, its Everglades, and its colorful coral reefs, but there are lesser known wonders as well. For instance, did you know Florida houses...