Financial Services Consultant III

2 weeks ago


Hialeah, Florida, United States Amerantbank Full time
Financial Services Consultant Job Description - Amerant Bank

Become a part of our dynamic team at Amerant Bank as a Financial Services Consultant, where you will play a pivotal role in enhancing customer satisfaction. Your primary focus will be to offer a variety of financial solutions and services to our esteemed clients, ensuring their banking requirements are met with precision and care.

Key Responsibilities

  • Conduct a range of financial operations including deposits, withdrawals, and check cashing.
  • Oversee ATM, drive-thru, and night drop functionalities.
  • Facilitate the opening of new accounts and provide ongoing account management.
  • Adhere to regulatory standards and security protocols.
  • Provide exceptional customer service and promptly address client concerns.
  • Achieve and surpass sales targets through proactive outreach and business development.
  • Inform clients about banking products and services to enrich their banking journey.
  • Engage in community initiatives to elevate the Bank's presence.
  • Work collaboratively with colleagues to enhance overall banking center efficiency.

Qualifications

The successful candidate will possess a minimum of 3 years of experience in a sales and service role within the financial sector. Proficiency in Microsoft Office applications and strong organizational capabilities are crucial. NMLS registration and successful background checks are mandatory for this position.



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