Financial Services Consultant III
2 weeks ago
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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