Private Client Services AssociateThe Private Client Services Associate provides superior service levels to their assigned portfolio of high-net-worth customers to strengthen customer loyalty and increase retention.
Responsibilities: Provide day-to-day personalized customer service under quality standards defined by the Bank for this client segmentEnsure transactions are processed within service levels by all units of the Bank and escalate issues related to products and transaction processing following through their resolutionAddress and solve client concerns, claims and queries, ensuring that the process of customer claim resolution is administered within the established parameters of quality and efficiencyMeet KYC/KYAAML and other regulatory compliance standards and ensure documentation is up to date and completeContact and follow up with customers on current transactions, documentation, maintenances and open claims related to all products and services available to themProcess account maintenance requestsReport and handle Fraud cases with customers and Fraud Prevention UnitPrepare and process loan documentation and packages with the respective unitsMonitor daily overdrafts, loan maturities, exceptions and past duesReview of significant balance change for AML/BSA purposesRespond to audits of assigned customer portfolio by internal, external and compliance auditorsReview various anti-money laundering activity reports created by the Compliance Department to detect unusual activity in customers’ accounts, investigate such activity and obtain from customer the explanation and documentary validation as neededKeep abreast of latest banking industry trends related to products, services and regulatory environmentComplete training as assignedWork Experience:3+ years in a financial institution executing an equivalent role
Education and/or Certifications Requirements:
Associate's degree in business, Finance or related field
Technical and/or Other Essential Knowledge:
Knowledge of standard banking products and services
Proven ability to satisfy customer needs with enthusiasm
Ability to work with team members at all levels of the organization
Proficient using banking applications, Microsoft Outlook, MS Word, Excel, and PowerPoint
Bilingual English-Spanish preferred
Functional Skills & Knowledge Requirements:
Must be a team player, have the ability to work under pressure, conduct business in a professional manner, resolve problems and conflicts and prioritize work; effectively managing time. Effective communications skills verbally and in writing are required
Source : Amerant Bank