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)