Client Relationship Manager

6 days ago

Tampa, Florida, United States Amerantbank Full time
About the Role

The Private Client Group Relationship Manager develops, manages, and retains a client book of business with a focus on the domestic professional segment. This role utilizes market knowledge to:

  • Deliver Exceptional Client Service to strengthen customer loyalty and retention.
  • Maintain a High-Touch Service and professional relationship, applying a short- and long-term approach to addressing the customer's overall financial needs.
  • Assess Client Goals and Needs and provide comprehensive advice on banking products while optimizing cross-selling opportunities.
  • Develop and Deliver Proposals based on clients' goals and needs, using available tools and applications.
  • Coordinate Client Meetings with product specialists to support the sale of products and services and deliver comprehensive proposals.
  • Identify and Address Client Issues and channel them with the responsible units for resolution, acting as a customer advocate within and outside the organization.
  • Seek Feedback from Clients on a regular basis to identify and address service quality issues.
  • Identify and Report Risks to earnings or capital arising from violations of, or nonconformance with, laws, rules, regulations, prescribed practices, internal policies, and procedures or ethical standards.
Requirements

To be successful in this role, you will need:

  • 5+ Years of Experience working with high-net-worth customers, providing them with deposit product solutions.
  • Experience Offering Lending Solutions is preferred.
  • Bachelor's Degree in Business, Finance, Economics, or a related field is required. Reputable and relevant professional certifications are a plus.
  • Proven Experience developing, expanding, and retaining a book of business.
  • Ability to Close Sales, negotiate terms, and apply a consultative approach to the sales process.
  • Proficient in Microsoft Office and other relevant software.
  • 20% Travel Required.
Functional Competencies

You must be a team player, able to work under pressure, conduct business with minimum supervision, and with a professional demeanor. You must also be able to:

  • Solve Problems and Conflicts effectively.
  • Manage Time and Projects efficiently.
  • Communicate Effectively verbally and in writing.
  • Deliver Engaging Presentations.

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