Jobs · Finance · Florida

Banking Specialist III-Floater

Amerant Bank · Coral Springs, FL · 2 wk ago
FinanceFull-time

Responsibilities

  • Provide teller and platform-based transactions
  • Manage lobby activity and support mobile, online banking and digital solutions
  • Offer education and knowledge of Amerant Bank products to customers
  • Operational Excellence: Research and resolve issues related to end of day banking center balancing
  • Open new accounts and perform maintenance transactions on the Bank’s platform system
  • Review customers' account activity to ensure compliance with Bank Secrecy Act
  • Execute all operation responsibilities relative to opening and maintaining all products and services
  • Identify, evaluate, monitor and make recommendations to the Risk Management Committee regarding risks
  • Ensure preventive measures are taken to fully comply with current rules, regulations, and internal policies relating to AML issues
  • Resolve customer problems and follow up to ensure customer's expectations are met
  • Deliver quality customer service to all current and prospective customers
  • Meet sales goals and acquire, retain, and expand customer relationships
  • Educate customers on other banking channels and recommend appropriate products and services
  • Participate in business development activities and refer prospects to other lines of business
  • Adhere to no personal space guidelines and ensure the banking center is clean and free of clutter
  • Utilize all elements within a transformed banking center and educate other team members on digital channels
  • Work in different assigned banking centers within the region
  • Complete mandatory training and required responsibilities to have knowledge of complete lines of products and services
  • Cooperate with superiors, peers to accomplish team and Bank goals

Qualifications

  • Over 3 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 NMLS registered and provide the company with their NMLS number or be willing to register in NMLS upon accepting an employment offer
  • FBI Criminal Background and credit checks must be successfully passed within the first 30 days of employment, or 30 days from the date of the upload (whichever occurs first)

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