Banking Specialist

Responsibilities

• Provide teller and platform-based transactions
• Manage lobby activity and support mobile, online banking and digital solutions
• Provide education and knowledge of Amerant Bank consumer and small business products
• Operational Excellence: Open and maintain all products and services
• Review customers' account activity to ensure compliance with Bank Secrecy Act
• Execute all operation responsibilities relative to opening and maintaining new accounts
• Resolve customer problems and follow up to ensure customer's expectations are met
• Deliver customer experience for all segments to ensure quality customer experience every day every time
• Achieve outbound conversation expectations as defined by management
• Acquire, retain, and expand new and existing customer relationships
• Educate customers on other banking channels to meet their needs
• Participate in business development activities in support of the banking center market development activities as requested
• Refer prospects and clients to other lines of business according to determined segmentation
• Adhere to expectations defined for banking centers as defined by management
• Learn and encourage usage of all digital components in the banking center by banking center guests
• May be the Digital Advocate for the banking centers
• Bank Transformation: Adhere to no personal space guidelines and ensure the banking center is clean and free of clutter
• Responsible for utilizing all elements within a transformed banking center
• May be asked to train and aid less experienced banking center team members
• Cooperate with superiors, peers to accomplish team and Bank goals

Qualifications

• Over 5 years’ experience in Bank sales / service environment or equivalent experience to include sales results
• High School or GED required, with an AA or Bachelor’s Degree preferred
• Must be a team player, able to work under pressure, have a professional image, and be able to resolve problems and conflicts
• Must be able to prioritize work and effectively manage time
• Must possess basic business communications skills such as advanced writing, listening, and have basic office and mathematics skills, and customer service skills
• Possess professional skills such as report writing, basic statistics, effective presentation skills, and creative skills
• Must possess sales and negotiation skills