Client Support Specialist for Treasury Management

2 weeks ago


Miramar, Florida, United States Amerant Bank Full time

Treasury Management Client Support Expert

Amerant Bank is seeking a dedicated Treasury Management Client Support Expert to enhance our team. In this role, you will play a crucial part in delivering outstanding service to our clients by facilitating product implementations, conducting training sessions, and providing ongoing support.

Key Responsibilities:

  • Oversee the timely execution of product implementations and ongoing maintenance for a diverse range of treasury management services.
  • Deliver client service support through various communication channels.
  • Educate and train clients on our comprehensive Treasury Management offerings.
  • Serve as a bridge between clients, sales teams, operational departments, and vendors to resolve inquiries.
  • Respond efficiently to troubleshooting requests.
  • Assist in the testing of new products and system enhancements.
  • Gain in-depth knowledge of all Treasury Management products and services.
  • Adhere to risk management policies and regulatory requirements.

Qualifications:

High School diploma required.

A minimum of 3 years of experience with treasury management products.

Prior experience in a customer service or call center setting is essential.

Excellent communication skills are a must.

Ability to manage multiple tasks and provide effective solutions.

Familiarity with banking operations is advantageous.

Proficiency in Microsoft Office Suite is required.

Bilingual proficiency in English and Spanish is preferred.

If you are committed to delivering exceptional service to clients and possess experience in treasury management, we invite you to consider joining our team to provide outstanding support to our clientele.



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