Private Client Services Associate I
4 days ago
Private Client Services Associate
The Private Client Services Associate provides superior service levels to their assigned portfolio of high net worth customers to strengthen customer loyalty and increase retention. Responsibilities: Provide day-to-day personalized customer service under quality standards defined by the Bank for this client segment Ensure transactions are processed within service levels by all units of the Bank and escalate issues related to products and transaction processing following through their resolution Address and solve client concerns, claims and queries, ensuring that the process of customer claim resolution is administered within the established parameters of quality and efficiency Meet KYC/KYAAML and other regulatory compliance standards and ensure documentation is up to date and complete Contact and follow up with customers on current transactions, documentation, maintenances and open claims related to all products and services available to them Process account maintenance requests Report and handle Fraud cases with customers and Fraud Prevention Unit Prepare and process loan documentation and packages with the respective units Monitor daily overdrafts, loan maturities, exceptions and past dues Review of significant balance change for AML/BSA purposes Respond to audits of assigned customer portfolio by internal, external and compliance auditors Review 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 needed Keep abreast of latest banking industry trends related to products, services and regulatory environment Complete training as assigned Work Experience:3+ years in a financial institution executing an equivalent role Education and/or Certifications Requirements:
Associates' degree in Business, Finance or related field Technical and/or Other Essential Knowledge:
Knowledge of standard banking products and services
Proven ability to satisfy customer needs with enthusiasm
Ability to work with team members at all levels of the organization
Proficient using banking applications, Microsoft Outlook, MS Word , Excel and PowerPoint
Bilingual English-Spanish preferred Functional Skills & Knowledge Requirements:
Must be a team player, have the ability to work under pressure, conduct business in a professional manner, resolve problems and conflicts and prioritize work; effectively managing time. Effective communications skills verbally and in writing are required
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Private Client Services Associate I
7 days ago
Coral Gables, United States Amerant Full timePrivate Client Services Associate The Private Client Services Associate provides superior service levels to their assigned portfolio of high net worth customers to strengthen customer loyalty and increase retention. Responsibilities: Provide day-to-day personalized customer service under quality standards defined by the Bank for this client segment Ensure...
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Private Client Services Associate I
6 days ago
Coral Gables, United States Amerant Bank Full timePrivate Client Services AssociateThe Private Client Services Associate provides superior service levels to their assigned portfolio of high net worth customers to strengthen customer loyalty and increase retention.Responsibilities:Provide day-to-day personalized customer service under quality standards defined by the Bank for this client segmentEnsure...
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Private Client Services Associate I
1 week ago
Coral Gables, United States Amerant Bank Full timePrivate Client Services AssociateThe Private Client Services Associate provides superior service levels to their assigned portfolio of high net worth customers to strengthen customer loyalty and increase retention.Responsibilities: Provide day-to-day personalized customer service under quality standards defined by the Bank for this client segmentEnsure...
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Coral Gables, United States InsideHigherEd Full timeCurrent Employees:If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet.The Cooperative Institute for Marine and Atmospheric Studies...
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Coral Gables, United States Truist Financial Corporation Full timeThis is an in-office position. The location is 201 Alhambra Circle, Coral Gables, FL. Responsible for the general servicing and support of the International Financial Advisors. This includes administrative and operational support, business developmen Client Service, International, Spanish, Bilingual, Financial Advisor, Associate, Banking, Education
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