Banking Professional III
2 months ago
Amerant Bank is seeking a highly skilled Banking Professional III to join our team. As a key member of our retail banking team, you will be responsible for delivering exceptional customer experiences, driving sales growth, and ensuring operational excellence.
Key Responsibilities- Operational Excellence:
- Process a wide range of financial transactions, including deposits, withdrawals, check cashing, and cashier's checks.
- Research and resolve issues related to end-of-day banking center balancing.
- Manage the day-to-day operation of the ATM, cash recycler, drive-thru, and night drop.
- Open new accounts and perform maintenance transactions on the Bank's platform system, including debit card issuance and ongoing maintenance.
- Review customer account activity to ensure compliance with the Bank Secrecy Act.
- Originate new credit requests and respond to loan-related inquiries.
- Follow Bank policies and procedures, as well as legal and regulatory requirements.
- Customer Service:
- Act as a customer advocate to ensure we meet the needs of our customers and prospects.
- Resolve customer problems and follow up to ensure customer expectations are met.
- Deliver exceptional customer service to all current and prospective customers.
- Business Development:
- Consistently meet or exceed sales goals as defined by management.
- Achieve outbound conversation expectations as defined by management.
- Acquire, retain, and expand new and existing customer relationships by providing a positive new account experience.
- Take an active role in educating customers on other banking channels to meet their needs.
- Responsible for learning and maintaining knowledge of Bank's products and services.
- 3 years of experience in a bank sales and service environment or equivalent experience.
- Basic report writing ability, organizational skills, telephone skills.
- Previous experience with Outlook, Internet, and MS Office skills, including MS Word Advanced, MS Excel Advanced, and MS PowerPoint Level II.
- NMLS registration and FBI Criminal Background and credit checks.
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