Monster
Find JobsSalary ToolsCareer AdviceResume HelpUpload ResumeEmployers / Post JobProfileMessage Center

Private Client Group Relationship Manager

Amerant Bank

Tampa, FL

Apply
JOB DETAILS
SKILLS
Banking Services, Communication Skills, Conflict Resolution, Cross-Selling, Customer Relationship Management (CRM), Customer Retention/Renewal, Customer Support/Service, Customer/Client Research, Economics, Finance, High Net Worth, Identify Issues, Information/Data Security (InfoSec), Loans, Maintain Compliance, Market Segmentation, Microsoft Excel, Microsoft PowerPoint, Microsoft Product Family, Microsoft Word, Needs Assessment, Negotiation Skills, Plan Meetings, Presentation/Verbal Skills, Problem Solving Skills, Product Support, Proposal Writing, Regulations, Sales, Sales Closing Skills, Sales Support, Team Player, USA PATRIOT Act, Willing to Travel
LOCATION
Tampa, FL
POSTED
29 days ago

 

The Private Client Group Relationship Manager develops, manages and retains a client book of business with a focus in the domestic professional segment using market knowledge to:

  • Ensure delivery of high standards of service to strengthen customer loyalty
  • Maintain a dedicated, high touch service and professional relationship applying a short-and long-term approach to addressing the customer's overall financial needs
  • Assess customer goals and needs and provide comprehensive advice on banking (deposit and lending) products while optimizing cross-selling opportunities
  • Prepare and deliver proposals based on clients' goals and needs, using available tools and applications 
  • Coordinate client meetings with product specialists (trust / investments) to support the sale of products and services and deliver comprehensive proposals
  • Identify potential customer issues and channel them with the responsible units through resolution, acting as a customer advocate within and outside the organization
  • Seek feedback from customers on a regular basis to identify and address service quality issues
  • Identify and report any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules, regulations, prescribed practices, internal policies and procedures or ethical standards.
  • Ensure compliance with Amerant Code of Ethics and BSA/AML, USA Patriot Act, OFAC, information security, suspicious activity reporting requirements, and policies and procedures
  • Work Experience:
    5+ years of experience working with high-net-worth customers, providing them deposit product solutions
    Experience offering lending solutions preferred

    Education and/or Certifications:
    Bachelor's degree in Business, Finance, Economics or related field required. Reputable and relevant professional certifications a plus

    Technical and/or Other Essential Knowledge
    Proven experience developing, expanding and retaining a book of business
    Ability to close sales, negotiate terms and apply a consultative approach to the sales process
    Proficient using the Microsoft Offer Product Suite including MS Teams, MS Word, MS Excel and MS PowerPoint
    20% travel required

    Functional Competencies: 
    Must be a team player, have the ability to work under pressure, conduct business with minimum supervision and with a professional demeanor. Must be able to solve problems and conflicts, manage time and projects. Must be able to communicate effectively verbally and in writing and deliver engaging presentations.




    #LI-Onsite

About the Company

A

Amerant Bank