2 Client Services Team Leader Jobs in Coral, FL
Amerant Mortgage is Hiring a Client Services Team Leader Near Coral, FL
Responsibilities
- Acts as a customer advocate within the organization
- Retains relationships with clients through periodic contact
- Establish attraction and retention strategies and tactics to foster client service efforts
- Develops and manages cross selling activities for the assigned clients.
- Analyzes statistics to develop client service strategies and improve processes
- Follows up with client complaints, special requests or sensitive cases assigned
- Proposes recommendations based on client feedback of new products and services and to enhance existing ones
- Monitors that cases assigned are handled within SLA established
- Manages the daily workflow to achieve SLAs and redirects workload, as needed
- Directs staffing, training, and performance to achieve results
- Provides informal and formal coaching on a daily basis as well as on-the-job training for the Client Service team as it relates to policies, procedures, cross sales, referrals, and product offering
- Approves client reference letters
- Reviews and approves account openings
- Provides and seeks constant feedback from the segment managers regarding the Client Specialist team to identify any quality issues within the team (Client Specialist and Relationship Manager) to ensure high levels of client satisfaction
- Identifies and reports to immediate supervisor 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.
- Partners with the BSA Commercial Liaison Manager (or designee) as needed
- Adheres to the Amerant Code of Ethics and all BSA/AML, USA Patriot Act, OFAC, information security and suspicious activity reporting requirements, and policies and procedures.
- All other duties as required
High School Diploma or GED
Minimum Work Experience RequirementsOver five (5) years as a Client Specialist and some management experience
Technical And/or Other Essential KnowledgePrevious experience with Internet, Microsoft Outlook, and Microsoft Office, including MS Word and MS Excel required. Banking regulations, loan documentation including mortgages. Basic analyzing Financial Statement knowledge. Excellent communication and organizational skills. Bilingual (English and Spanish). Well organized and systematic. Must possess strong communication skills.
Job Summary
Full Time
$54k-70k (estimate)
06/09/2024
07/03/2024
The job skills required for Client Services Team Leader include Microsoft Office, Client Service, Coaching, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Team Leader. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Team Leader. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Team Leader positions, which can be used as a reference in future career path planning. As a Client Services Team Leader, it can be promoted into senior positions as a Customer Service Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Team Leader. You can explore the career advancement for a Client Services Team Leader below and select your interested title to get hiring information.
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