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.
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