Global Banking Receptionist

2 weeks ago


Coral Gables, Florida, United States Amerant Bank Full time

This role entails managing incoming calls with professionalism and ensuring effective call transfers. Additionally, the individual will provide assistance to clients visiting the office and support staff in delivering exceptional customer service.

Key Responsibilities:
  • Handle incoming calls, transferring them accurately and promptly while screening and taking messages as needed.
  • Greet clients upon their arrival and guide them to the appropriate staff member.
  • Assist clients with inquiries related to account openings, card activations, online banking, credit applications, and other banking services.
  • Support executives and management in customer service efforts and account administration.
  • Receive and distribute correspondence appropriately.
  • Manage parking sticker distribution for visiting clients.
  • Document and acknowledge receipt of packages delivered by couriers, maintaining a courier log.
  • Order and track office supplies, including coffee and refreshments.
  • Coordinate the reservation of conference rooms.
  • Provide refreshments for meetings as requested.
  • Prepare and submit expense reports.
  • Assist in organizing travel itineraries, making reservations, and scheduling meetings with clients.
  • Offer general administrative support including filing, faxing, copying, typing, and making calls for management and staff.
Education and Certification Requirements:High School Diploma
Experience Requirements:Minimum of 1 year in a receptionist, switchboard operator, or customer service role within a financial institution. Bilingual proficiency in English and Spanish is essential. Technical Skills:Proficient in Microsoft Office 365 applications including Word, Visio, Excel, Teams, and PowerPoint.

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