What are the responsibilities and job description for the Amerant Bank | Banking Specialist III FL position at Amerant Bank?
As a Banking Specialist, you help create the energy and excitement around Amerant Bank products, providing the right solutions and getting products into customers’ hands. You understand that Amerant Bank is dedicated to delivering a customer experience that’s unlike any other. It starts with you discovering customers’ needs and with the support of your team members, you match those needs with the right products. Every day is an opportunity for you to turn another Amerant Bank customer into a loyal customer.
Purpose of role is to provide teller and platform-based transactions, manage lobby activity and support mobile, online banking and digital solutions. In addition, provide education and knowledge of our consumer and small business products to existing and new customers.
Duties and Responsibilities
OPERATIONAL EXCELLENCE :
- Process all manner of financial transaction requests including but not limited to deposits, withdrawals, check cashing, issuance of cashiers’ checks.
- Research and resolve issues related to end of day banking center balancing.
- May be responsible for functions related to the day to day operation of the ATM, cash recycler, drive thru and night drop.
- Ability to open new accounts and perform maintenance transactions on the Bank’s platform system including debit card issuance and ongoing maintenance as well as completion of Know Your Customer requirements. Execute all operation responsibilities relative to opening and maintain all products and services.
- Review customers account activity to insure compliance with Bank Secrecy Act.
- May be responsible for the daily review of overdraft, uncollected and significant balance change reports.
- Ability to originate new credit requests and respond to loan related inquiries.
- Follow Bank policies and procedures, as well as legal and regulatory requirements, including security and audit procedures.
- Adhere to all policies and procedures per Retail Banking’s operating manuals, employee handbook and all other that apply to the position functions. Ensure all regulatory requirements as well as security and audit procedures are adhered to always.
- Responsible for ensuring individual acts do not lead to Bank operating losses as well as escalating potential concerns that could lead to Bank loss to appropriate supervisor.
CUSTOMER SERVICE :
BUSINESS DEVELOPMENT :
Minimum Work Experience Requirements :
Banking Specialist III requires 3 years of experience in Bank sales and service environment or equivalent experience to include sales results.
Bilingual (English / Spanish) preferred
Technical and / or Other Essential Knowledge :
Basic report writing ability, organizational skills, telephone skills. Previous experience with Outlook, Internet and MS Office Skills, including MS Word Advanced, MS Excel Advanced and MS PowerPoint Level II required.
