Client Services Associate I
2 weeks ago
Amerant Bank is seeking a highly skilled Client Services Associate I to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our international clients, ensuring their needs are met and exceeded.
Key Responsibilities- Customer Service: Provide personalized service to international clients, ensuring their transactions are processed efficiently and effectively.
- Transaction Processing: Process transactions within established service levels, escalating issues to management as needed.
- Client Concerns: Address and resolve client concerns, claims, and queries in a timely and professional manner.
- Relationship Building: Build and maintain strong relationships with clients, understanding their needs and preferences.
- Product Knowledge: Stay up-to-date on current banking products and services, as well as processes associated with their delivery.
- Reporting: Prepare activity reports related to customer transactions, ensuring accuracy and completeness.
- Account Maintenance: Handle account openings, time deposits, renewals, and other maintenance tasks.
- Compliance: Ensure compliance with regulatory requirements, including KYC/KYA, AML, and OFAC.
- Training and Development: Complete assigned training on BSA and AML, staying up-to-date on regulatory requirements.
- Team Support: Act as a backup for other Client Services Associates/Officers, providing support as needed.
- Education: High school degree, with a bachelor's degree in banking, finance, business administration, or a related field preferred.
- Experience: At least one year of experience servicing international clients' accounts.
- Skills: Good understanding of banking products and services, organizational skills, time management, superior customer service skills, and excellent written and verbal communication skills.
The primary language for this role is en-US.
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