Sports & Entertainment Relationship Manager
Amerant

Responsible for developing, managing and retaining a book of business of clients with focus in the domestic professional market. The Sports & Entertainment RM maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. Coordinates with product specialists such as trust officers, investment consultants, etc. to integrate solutions. Ensures high standards of service quality are provided to customers to strengthen customer loyalty. Adheres to the Bank’s BSA/AML, Compliance and Security Policies and Procedures.

Responsibilities:

• Develops new client business using external knowledge of target market;
• Assesses customer goals and needs and provides comprehensive advice to customers on proper banking (deposit and lending) products;
• Keeps abreast of financial products to provide the best advice and optimize cross-selling potential;
• Uses available tools and applications to prepare and deliver proposals based on clients goals and needs;
• Coordinates client meetings with product specialists (trust / investments) to support the sale of products and services;
• Coordinate, integrate and deliver proposals jointly with different areas and units of the bank;
• Identifies potential customer issues and channels them with the units responsible to solve them, ensuring the process of resolution is administered within the established parameters of quality and efficiency. Follows-up until issue is resolved;
• Seek constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction;
• Acts as a customer advocate within and outside of the organization;
• Actively participates in any required corporate and business line training;
• 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;
• Actively ensure compliance with Amerant Code of Ethics and all BSA/AML, USA Patriot Act, OFAC, information security and suspicious activity reporting requirements, policies and procedures;
• Answer accurately and on a timely manner BSA/AML inquiries. Actively work with customers and his team to understand each customer’s normal account activity;
• Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.
• Identify, evaluate, monitor and make any recommendation deemed necessary to their respective Risk Management Committee in order to assess, reduce, eliminate or control 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.
• All other duties as required.

Minimum Education and/or Certifications Requirements:

Bachelors degree in business, finance, economics or related field. Other degrees may be acceptable. A well-known professional certification are a plus.

Minimum Work Experience Requirements:

Five (5) to ten (10) years of experience in high net worth customers. Preferably with experience in lending

Technical and/or Other Essential Knowledge:

Dexterity in the use of financial systems and applications. Possesses knowledge of investment and banking products. Must have superior sales, negotiation and relationship management skills. Can manage large accounts independently.

*** Applicant must be NMLS registered and provide the company with NMLS number or be willing to register in NMLS prior to employment being offered. Additionally, FBI Criminal Background and credit check must be successfully passed before job offer is presented.

This job has expired.