Amerant Bank | Client Associate FL
21 hours ago
Duties and responsibilities include:
- Provides support to WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, including customer calling, form filling support and retrieval from customer location; discusses with customer investment profile for review and update as needed.
- Provides support in the account opening process by attending meetings with customers and/or assuring the new account file that is provided by the WMA (IC or RM) is complete as per checklists. Follows-up with prospective customers for any missing documentation that has been determined. Initiates and follows-up account opening process. Provides support in the onboarding process
- Provides customer service support by screening customer calls while trying to solve customer queries. Opens and follows-up on requests related to: account profile, telephone and address, inclusion and removal of accountholders (includes deceased customers), initiation of wire and securities transfers, continuous monitoring of funds due, securities transfer to/from non-US brokers (non-ACAT), account registration changes, reference letters, pledged accounts setup and release, processing of deposits in check, setup of multi-currency capabilities as well as special features (real time quotes, research access, online trading capabilities, etc.), processing of journal entries;
- Aids WMA (IC or RM) in setting appointments, managing calendars and coordinating business trips; Provides general office administrative support: copying, scanning, faxing, archiving, supply ordering, setting up courier deliveries, coordinating translation of documents with outside vendor among others.
- Acts as primary liaison with Wealth Management Operations; Participates in special projects: massive mailing, database maintenance, etc.
- Remain current on market news and events by dedicating work and personal time reading and browsing financial news and media. CAs must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings, and product meetings.
- 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.
- Acts as backup as needed for other CAs
- In order to fulfill duties with expected level of competency, incumbent must demonstrate:
o Ability and eagerness to learn.
o Verbal, written and interpersonal skills.
o Customer service orientation.
o Organization skills (archiving, tracking, follow-up)
Minimum Education and/or Certifications Requirements:
Associate's degree in finance or business administration 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. Additionally, FBI Criminal Background and credit check must be successfully passed before job offer is presented.
Minimum Work Experience Requirements:
1 year of experience supporting Wealth Management Advisors
Technical and/or Other Essential Knowledge:
Fully bilingual (English/Spanish) – Fluent, including writing
Experienced PC user with strong command of MS Office applications
-
Coral Gables, United States Amerant Bank Full timeAs a Banking Specialist, you help create the energy and excitement around Amerant Bank products, providing the right solutions and getting products into customers’ hands. You understand that Amerant Bank is dedicated to delivering a customer experience that’s unlike any other. It starts with you discovering customers’ needs and with the support of your...
-
coral gables, United States Amerant Bank Full timeAs a Banking Specialist, you help create the energy and excitement around Amerant Bank products, providing the right solutions and getting products into customers’ hands. You understand that Amerant Bank is dedicated to delivering a customer experience that’s unlike any other. It starts with you discovering customers’ needs and with the support of your...
-
Coral Gables, United States Amerant Bank Full timeThe Corporate Banking Relationship Manager III maximizes share of wallet and products penetration. Promotes and Cross-sells 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.Responsibilities:Promote and cross-sell...
-
coral gables, United States Amerant Bank Full timeThe Corporate Banking Relationship Manager III maximizes share of wallet and products penetration. Promotes and Cross-sells 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.Responsibilities:Promote and cross-sell...
-
Coral Gables, United States Amerant Bank Full timeMaximize share of wallet and products penetration. 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.Responsibilities:Promote and cross-sell various products and services through telephone...
-
Amerant Bank | Miami Dade Immersive Internship
22 hours ago
coral gables, United States Amerant Bank Full timeImmersive Internship - Digital Enablement Help Amerant Bank shape our continued success by pursuing a career you feel good about. We are seeking bright, innovative Interns to join our talent community in Digital Transformation. The Digital Transformation Immersive Intern role provides the opportunity to excel and to set in motion a Career...
-
coral gables, United States Amerant Bank Full timeImmersive Internship - Digital Enablement Help Amerant Bank shape our continued success by pursuing a career you feel good about. We are seeking bright, innovative Interns to join our talent community in Digital Transformation. The Digital Transformation Immersive Intern role provides the opportunity to excel and to set in motion a Career...
-
Banking Specialist III FL
23 hours ago
coral gables, United States Amerant Bank Full timeAs a Banking Specialist, you help create the energy and excitement around Amerant Bank products, providing the right solutions and getting products into customers’ hands. You understand that Amerant Bank is dedicated to delivering a customer experience that’s unlike any other. It starts with you discovering customers’ needs and with the support of your...
-
Banking Specialist III FL
2 days ago
coral gables, United States Amerant Bank Full timeAs a Banking Specialist, you help create the energy and excitement around Amerant Bank products, providing the right solutions and getting products into customers’ hands. You understand that Amerant Bank is dedicated to delivering a customer experience that’s unlike any other. It starts with you discovering customers’ needs and with the support of your...
-
Coral Gables, United States Amerant Bank Full timeThe Client Services Associate is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they develop and service banking, investments and trust customers.Duties and responsibilities include:Provides support to WMA (IC or RM) in updating of KYC and Investment...
-
coral gables, United States Amerant Bank Full timeThe Client Services Associate is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they develop and service banking, investments and trust customers.Duties and responsibilities include:Provides support to WMA (IC or RM) in updating of KYC and Investment...
-
Coral Gables, FL, United States Amerant Bank Full timeMaximize share of wallet and products penetration. 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.Responsibilities:Promote and cross-sell various products and services through telephone...
-
Coral Gables, United States Amerant Bank Full timeResponsible for sorting, distributing, processing all Amerant Bank incoming and outgoing packages/mail, managing outgoing messages and packages, ensuring proper labeling and packaging for outgoing post and keeping detailed records of all incoming packages, including weight and dimensions, among other duties. Mail clerks will need to directly deliver mail to...
-
coral gables, United States Amerant Bank Full timeResponsible for sorting, distributing, processing all Amerant Bank incoming and outgoing packages/mail, managing outgoing messages and packages, ensuring proper labeling and packaging for outgoing post and keeping detailed records of all incoming packages, including weight and dimensions, among other duties. Mail clerks will need to directly deliver mail to...
-
Coral Gables, FL, United States Amerant Bank Full timeImmersive Internship - Digital Enablement Help Amerant Bank shape our continued success by pursuing a career you feel good about. We are seeking bright, innovative Interns to join our talent community in Digital Transformation. The Digital Transformation Immersive Intern role provides the opportunity to excel and to set in motion a Career...
-
coral gables, United States Amerant Bank Full timeThe Corporate Banking Relationship Manager III maximizes share of wallet and products penetration. Promotes and Cross-sells 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.Responsibilities:Promote and cross-sell...
-
Coral Gables, United States Amerant Bank Full timeResponsible for the development and management of personal and commercial international clients’ book of business by promoting banks products and services in accordance with the bank’s policies, procedures, and federal banking regulations. Generating deposit growth and servicing the client; as well as, developing and maintaining loan portfolio. Adheres...
-
Banking Specialist III
6 days ago
Coral Gables, United States Amerant Bank Full timeAs a Banking Specialist, you help create the energy and excitement around Amerant Bank products, providing the right solutions and getting products into customers hands. You understand that Amerant Bank is dedicated to delivering a customer experience thats unlike any other. It starts with you discovering customers needs and with the support of your team...
-
coral gables, United States Amerant Bank Full timeResponsible for the development and management of personal and commercial international clients’ book of business by promoting banks products and services in accordance with the bank’s policies, procedures, and federal banking regulations. Generating deposit growth and servicing the client; as well as, developing and maintaining loan portfolio. Adheres...
-
Coral Gables, United States Amerant Bank Full timeResponsible for developing, managing and retaining a book of business of clients in the Intl and domestic market for investment services. The Financial Advisors (FA-IC I) maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. Responsible for...
