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Private Client Services Associate

2 months ago

Tampa, Florida, United States Amerant Bank Full time
Job Summary

Amerant Bank is seeking a Private Client Services Associate to provide exceptional service to high-net-worth customers. The ideal candidate will possess excellent communication skills, a strong understanding of banking products and services, and the ability to work effectively in a team environment.

Key Responsibilities
  • Provide personalized customer service to assigned portfolio of high-net-worth customers, ensuring timely resolution of issues and concerns.
  • Process transactions and maintain accurate records, adhering to quality standards and regulatory requirements.
  • Address client concerns, claims, and queries, ensuring efficient and effective resolution.
  • Meet KYC/KYAAML and other regulatory compliance standards, maintaining up-to-date documentation and records.
  • Communicate with customers regarding current transactions, documentation, and open claims related to products and services.
  • Process account maintenance requests and report fraud cases to the Fraud Prevention Unit.
  • Prepare and process loan documentation and packages with respective units.
  • Monitor daily overdrafts, loan maturities, exceptions, and past dues, reviewing significant balance changes for AML/BSA purposes.
  • Respond to audits of assigned customer portfolio by internal, external, and compliance auditors.
  • Stay informed about the latest banking industry trends, products, and regulatory environment.
Requirements
  • 3+ years of experience in a financial institution executing an equivalent role.
  • Associate's degree in business, finance, or a related field.
  • Knowledge of standard banking products and services.
  • Proven ability to satisfy customer needs with enthusiasm.
  • Ability to work with team members at all levels of the organization.
  • Proficient in banking applications, Microsoft Outlook, MS Word, Excel, and PowerPoint.
  • Bilingual English-Spanish preferred.