Client Services Associate I

2 weeks ago


Miramar, Florida, United States Amerant Bank Full time
About the Role

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.
Requirements
  • 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.
Language

The primary language for this role is en-US.



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