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<h3>Job Description</h3>
Job Description
Gulf Coast Bank is looking for akAssociate/Tellerfor multiple locations. The ideal candidate must have exceptional customer service and sales skills, along with cash handling experience. Employees may be required to perform both sales and service duties depending on the needs of the customer and under the Direction of the Branch Manager. A genuine interest in serving the customer is the key to being a successful Banking Associate.
rimaryReponsibilities:
<ul>
<li>Provide quality customer service, while selling the bank’s products to customers</li>
<li>Services customer with their retail banking needs by performing the following transactions: </li>
</ul>
o Withdrawals
o Deposits
o Handling of negotiable instruments, etc. 
o Open new accounts
<ul>
<li>Sells bank products and services; solicits new business through promotions at the branch, telephone and mail, etc.</li>
<li>Teller Responsibilities:</li>
</ul>
o Responsible for security and maintenance of proper cash requirements in the teller drawers 
o Adheres to bank guidelines in balancing of drawer
o Open / closes the banking center according to security procedures
o Assist in retention of customers by promoting bank services and cross selling bank products based on customer needs
o Comply with federal banking regulations including, but not limited to: US Patriot Act, Secrecy Act, Reg CC, etc.
o Participate in the general upkeep and appearance of the banking center
Requirements:
<ul>
<li>High School Diploma or equivalent </li>
<li>Banking experience a plus</li>
<li>Cash handling experience </li>
<li>Analytical skills</li>
<li>Excellent communication skills, verbal and written</li>
<li>Computer skills (standard applications such as Outlook, Word, Excel)</li>
</ul>
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

BANKING ASSOCIATE

<h3>Job Description</h3>
Job DescriptionAre you a detail-oriented and client-focused professional with a background in banking? We’re looking for talented individuals who thrive in a fast-paced financial environment and are ready to contribute to a growing team. Whether your expertise lies in retail banking, commercial lending, compliance, or operations—we want to hear from you! What We’re Looking For: -2+ years of experience in banking, finance, or financial services -Knowledge of banking regulations, compliance standards, and industry best practices -Strong customer service and communication skills -Proficiency in banking software and Microsoft Office Suite -Ability to analyze financial information and support customer needs with confidence Preferred Backgrounds: -Teller or personal banker experience -Commercial or mortgage loan processing -Risk management or compliance -Branch operations or client onboarding Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: <a href="https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf" target="_blank">https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRi…</a> The pay transparency policy is available here: <a href="https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf" target="_blank">https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_…</a> For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. <a href="https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf" target="_blank">https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Partici…</a> We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. #1086 Company DescriptionThis company offers growth and a great group of people to work with. 
<h3>Company Description</h3>
This company offers growth and a great group of people to work with.

Banking Professionals

<h3>Job Description</h3>
Job Description
JOB SUMMARY: This position acts as relationship manager for a select group of Global Banking clients within a specific target market and ensure every client has a positive experience. Meets and exceeds goals by developing new relationships and effectively engaging in conversations with both prospect and existing clients’ prospects that would allow them to understand the client’s needs and to find potential solutions within Seacoast Banks products and services including the generation of deposits, treasury management revenue, other non-interest income and cross selling of wealth management, residential and commercial lending. Maintains operational policy and procedures and gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL JOB FUNCTIONS: Relationship Building:
<ul>
<li>Exhibit consistent relationship building including, but not limited to:
<ul>
<li>Build rapport</li>
<li>Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers</li>
<li>Match customer needs to Seacoast Bank products and services</li>
<li>Confidently and proficiently explain Seacoast Bank products and services to customers</li>
<li>Proven ability to create and enhance relationships based on customer needs</li>
<li>Ask for referrals from new and existing customers</li>
<li>Exhibit good listening skills and speak clearly and persuasively in positive or negative situations.</li>
</ul>
</li>
<li>Respond promptly to customer needs and requests for service.</li>
<li>Build relationships with segment partners to further assist clients</li>
<li>Able to balance business needs with customer requests while managing potential risk to bank.</li>
<li>Embrace new technology and remain up to date on industry changes to create an open environment that fosters idea generation and innovation.</li>
</ul>
Operations:
<ul>
<li>Open and process accounts, perform account maintenance while adhering to the banks current policies and procedures, to include AML/BSA requirements.</li>
<li>Ensure adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and all other regulated banking requirements.</li>
<li>Work with the OnBoarding and Know your clients’ teams to ensure new accounts are open in a prompt and efficient manner</li>
<li>Ensure timely response to BSA on all inquiries and exceptions.</li>
<li>Responsible for reviewing and adhering to Global Banking and Banks operational procedures and controls while communicating updates to associates. Follows up on all audit deficiencies.</li>
<li>Follow instructions and responds to management direction to help resolve more difficult customer objections and solves problems in a timely and positive manner to retain the customer relationship.</li>
<li>Adhere to Seacoast Bank’s Code of Conduct.</li>
<li>Follow all safety and security procedures.</li>
</ul>
MINIMUM QUALIFICATIONS:
<ul>
<li>High School Diploma or GED required</li>
<li>Bachelor’s degree in business administration or related field preferred</li>
<li>4+ years in relationship banking high-net-worth individuals and/or business market required</li>
<li>5+ years of experience with bank products and services (e.g. deposits, cash management, international, etc.) required.</li>
<li>Bilingual: English/Spanish required Portuguese preferred</li>
</ul>
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties and skills. Because these statements are general, the job description is used for a variety of purposes including: job evaluations; performance appraisals; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry, while observing both the spirit and letter of all government regulations, laws and bank policies and procedures.

Global Banking Officer

<h3>Job Description</h3>
Job DescriptionTop Firm! // Great Reputation! // Huge Growth Opportunities // Apply Now! This Jobot Job is hosted by: Megan Bastian Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $200,000 - $225,000 per year 
A bit about us:
 Mid-sized, well-respected Law Firm (60 Attorneys) seeking to add a Banking &amp; Finance Associate to their team. An Ideal candidate will have 2-5 years of banking and finance firm experience with experience drafting and reviewing loan documents (ex: credit agreements, collateral documents) in a highly structured middle market. The ideal candidate should also have experience with asset-based lending, acquisition, and real estate finance transactions. If you have a background representing banks as an administrative agent that is a PLUS! 
Why join us?
 Comprehensive benefits No Billable Hour Requirement! Exceptional growth potential Work with multiple lenders, not just one big account! Laid back and relaxed firm, not a sweat shop! 4 days a week in office (Monday-Thursday) Flexible with you when life happens! (ex: If a situation comes up with your family and you need to work from home that day, no problem!) 401(k) PTO: 3 weeks 
Job Details
 Requirements 
<ul>
<li> 2-5 years of banking and finance experience (Lender-side)</li>
<li> Experience representing Banks and other Financial institutions</li>
<li> Licensed to practice law in New York, New Jersey is a PLUS</li>
<li> J.D. from an accredited law school with a strong academic record.</li>
<li> Highly motivated with substantial growth potential.</li>
<li> Bankruptcy experience is a PLUS</li>
</ul>
 Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Company DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com. 
<h3>Company Description</h3>
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Banking & Finance Attorney

<h3>Job Description</h3>
Job Description
 
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:
<ul>
<li>Process all manner of financial transaction requests including but not limited to deposits, withdrawals, check cashing, issuance of cashiers’ checks.</li>
<li>Research and resolve issues related to end of day banking center balancing.</li>
<li>May be responsible for functions related to the day to day operation of the ATM, cash recycler, drive thru and night drop.</li>
<li>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.</li>
<li>Review customers account activity to insure compliance with Bank Secrecy Act.</li>
<li>May be responsible for the daily review of overdraft, uncollected and significant balance change reports.</li>
<li>Ability to originate new credit requests and respond to loan related inquiries.</li>
<li>Follow Bank policies and procedures, as well as legal and regulatory requirements, including security and audit procedures.</li>
<li>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.</li>
<li>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.</li>
</ul>
CUSTOMER SERVICE:
<ul>
<li>Act as a customer advocate to ensure we meet the needs of our customers and prospects with the intent of enhancing customer retention and engagement.</li>
<li>Resolve customer problems and follow up to ensure customer’s expectations are met.</li>
<li>Deliver customer experience for all segments to ensure quality customer experience every day every time.</li>
<li>Provide quality customer service to all current and prospective customers as measured by Bank service standards.</li>
</ul>
BUSINESS DEVELOPMENT:
<ul>
<li>This position requires consistently meeting or exceeding sales goals as defined by management.</li>
<li>Achieve out bound conversation expectations as defined by management.</li>
<li>Responsible for acquiring, retaining and expanding new and existing customer relationships by providing a positive new account experience, profiling, assessing customer needs, and recommending and selling appropriate banking products and services.</li>
<li>Take an active role in educating our customers on other banking channels to meet their needs.</li>
<li>Responsible for learning and maintaining knowledge of Bank’s products and services.</li>
<li>Participate in business development activities in support of the banking center market development activities as requested.</li>
<li>Actively participate in community organizations to promote the Bank brand as well as support business development initiatives.</li>
<li>Refer prospects and clients to other lines of business according to determined segmentation (AMTI, Commercial Banking, etc.). </li>
</ul>
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. 
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.
*Applicant must be NMLS registered and provide the company with their NMLS number or be willing to register in NMLS upon accepting an employment offer. Additionally, FBI Criminal Background and credit checks must be successfully passed within the first 30 days of employment, or 30 days from the date of the upload (whichever occurs first).

Banking Specialist

<h3>Job Description</h3>
Job Description
A-Line Staffing is recruiting for a full time permanent Accountant in Banking in Detroit, MI. They are offering a generous compensation and a full benefit package.
Accountant – Banking
Detroit, MI
Salary – negotiable
The pay range for that position is $55k - $70k starting based on experience
Full-time employed position
Must have Banking or Credit Union experience
Required Bachelor’s or Master’s degree in Accounting
For immediate consideration please reply directly to this posting. A-Line Staffing Roxanne Berendt cell# 586-256-1110.

Accountant - Banking

<h3>Job Description</h3>
Job Description
Job Title: Banking Specialist I Department: Montrose Deposit Operations Reports To: Deposit Operations Leader Status: Non-Exempt Salary Range: $32,300 - $43,700
Who We Are At Timberline Bank, our people are our most valuable asset. We seek qualified employees who enjoy people, are innovative, and who are eager to learn. We, in return, provide opportunities for personal advancement and professional growth. The driving force behind our dedication to providing a "Better, Faster, Easier. -Always." experience is the Timberline Team. From the moment you enter the building, we greet you as a person, not an account number-our belief in the value of exceeding customers' high expectations is what makes Timberline Bank a bank here for our community. Our commitment has been and always will be to provide high-quality personalized customer service. With the Timberline personal touch, the level of customer support is unparalleled. We want to support you and your financial well-being, whether through your personal or commercial needs. Each customer contributes to the success of our small business. TO US, IT IS PERSONAL.
What We Value At Timberline Bank, the core of our culture is in the following values. We believe heavily in fulfilling each one of these to the highest degree. Our culture is the foundation of who we are as a team, and as a business.
<ol>
<li>Exceeding Customers' High Expectations</li>
<li>Empowering a Dedicated Team</li>
<li>Having Fun While Winning</li>
<li>Passionate About our Communities</li>
<li>Value Added Resource for our Customers (Trusted Advisor)</li>
</ol>
Position Summary This position is responsible for providing quality customer service in processing customer transactions. Quality customer service includes accurate, efficient, courteous, and friendly transaction processing and cash handling. Adequate product knowledge is necessary to refer sales leads and to problem solve on an ongoing basis. The career progression is to move to a Banking Specialist II when efficient in all necessary skills as determined by supervisor.
Essential Duties and Responsibilities
<ul>
<li>Provide quality customer service promptly and courteously at all times.</li>
<li>Process teller transactions accurately and efficiently.</li>
<li>Meet the required standards established for cash handling and cash disbursement.</li>
<li>Accurately meet policy requirements for teller drawer balancing.</li>
<li>Determine the customers' needs, offer solutions to meet those needs and problem solve on an ongoing basis.</li>
<li>Assist customer with queries concerning Bank services.</li>
<li>Follow established audit, security and compliance guidelines.</li>
<li>Required to attend and actively participate in all Deposit Operations, Risk Management, and other trainings.</li>
<li>Ability to meet goals for rocks as assigned by Deposit Operations Leader.</li>
<li>Duties may be expanded on as experience and professional goals are achieved.</li>
</ul>
Knowledge, Skills, and Abilities
<ul>
<li>High School Diploma or equivalent.</li>
<li>Knowledge of banking services and products to offer solutions to meet our customers' needs.</li>
<li>Maintain a current knowledge of all regulations, including BSA, along with demonstrating a knowledge and understanding of the Bank's policies and procedures.</li>
<li>Proficient in computer software programs including Excel, Word, Power Point and Publisher.</li>
<li>Ability to work on a computer/stand/sit for extended periods of time, ability to move to various locations promptly.</li>
<li>Excellent verbal and written communication skills.</li>
<li>Team player with a strong, team-focused attitude.</li>
<li>Ability to lift coin boxes (approx. 50 lbs.).</li>
</ul>
Key Competencies
<ul>
<li>Be Thorough: Ensure that work is completed thoroughly and correctly; prepare carefully for meetings and presentations; and follow up with others to ensure that agreements and commitments have been fulfilled.</li>
<li>Achieve Results: Complete tasks on a timely basis and based on an understanding of the priorities.</li>
<li>Establish and Maintain Personal Credibility: Consistently model behavior for employees and management that is perceived as responsible, reliable, and ethical.</li>
<li>Communicate Effectively: Express oneself clearly in interactions with others, both verbally and in writing. Notice, interpret, and anticipate employees' needs and concerns.</li>
<li>Relationship Building: Ability to effectively build relationships with vendors, management, and staff.</li>
<li>Time Management: Ability to effectively utilize available time for the completion of necessary job tasks.</li>
</ul>
 **Pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules, the salary range above represents the low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees. Incentives based on Timberline Team goals may also be offered. In addition, Timberline Bank provides a variety of benefits to full time employees, including health insurance coverage, vision insurance, dental insurance, life and disability coverage, 401K plan, paid holidays and paid time off.
Equal Employer Opportunity Statement Timberline Bank prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
All job requirements in the job description provided indicate the minimum level of knowledge, skills, and/or abilities deemed necessary to perform the job competently. Job descriptions are an overview of the duties, responsibilities, and requirements of the position. Employees may be required to perform other job-related assignments as requested.
OUR COMPANY ADHERES TO A POLICY OF EMPLOYMENT-AT-WILL, WHICH ALOWS EITHER PARTY TO TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT CAUSE OR NOTICE.

Banking Specialist I

<h3>Job Description</h3>
Job DescriptionDescription:
The independent RIA segment of the wealth management industry is experiencing significant growth. At Dynasty Financial Partners, we power the growth of independent RIAs through a variety of different ways.
 
The Investment Banking Analyst will join Dynasty’s Investment Banking team and be an integral member supporting our clients on buy-side and sell-side M&amp;A mandates, tucking in new advisors that want to join one of our clients and the underwriting of Dynasty’s private equity and debt investments. Additionally, the Experienced Analyst will play a significant role in (i) working with our business development team to model startup P&amp;Ls for new advisor teams seeking independence, (ii) helping to monitor our current portfolio of investments and (iii) supporting Dynasty’s corporate development activities for Dynasty as a whole.
 
The candidate will be expected to learn, understand and collaborate across departments to deliver best in class service to our clients. Dynasty’s Investment Banking division is led and staffed by former senior investment banking and private equity professionals. This role is intended to be dynamic and demanding with the potential for growth and advancement.
 
Responsibilities:
<ul>
<li>Financial Modeling. Exceptional financial modeling skills used in M&amp;A, valuation and credit analysis as well as P&amp;L modeling during the sales cycle to recruit new advisors onto the Dynasty platform. The candidate should have strong technical proficiency using Microsoft Excel, PowerPoint, and Word in order to assist with the due diligence and presentation of materials, and often times will serve as the first line of defense in reviewing a potential transaction.</li>
<li>Valuations. The candidate will support the M&amp;A team to conduct valuations for wealth management and other financial services companies. The candidate should be familiar with using discounted cash flow models as well as other suitable valuation methodologies for financial analysis and converting these models into client ready presentations.</li>
<li>Equity &amp; Credit Analysis. The candidate should be familiar with equity &amp; credit analysis and key leverage ratios of financial services companies. In particular, the candidate should have experience with underwriting financial services companies and creating and managing KPIs post underwrite.</li>
<li>Corporate Development. Work with other members of the team to periodically evaluate strategic opportunities applicable to Dynasty</li>
<li>Monitor Relevant Industry Trends and News. The candidate will be expected to monitor and report on trends and news within the Wealth Management industry and help participate ideas into our quarterly newsletter publication. In addition, they will track transactions in the industry and manage communication of the transactions to the team.</li>
</ul>
 
Requirements:
Successful candidates will have the following:
<ul>
<li>Recent finance major (other majors will be considered as applicable)</li>
<li>Investment banking, private equity, credit training or leverage finance experience from a major financial institution a plus</li>
<li>Comfortable building discounted cash flow analyses and creating 3-statement operating models</li>
<li>Demonstrated track record of academic success and/or in prior roles</li>
<li>Enthusiastic self-starter with strong communication and interpersonal skills</li>
<li>Desire to learn to contribute to an entrepreneurial culture</li>
<li>Familiarity with financial services technology and databases such as FactSet, SNL, Capital IQ and Discovery data</li>
<li>Excellent writing, presentation, and organizational skills</li>
<li>Strong attention to detail with the ability to execute complex projects</li>
<li>Interest in working in a fast-paced, small team environment, with a willingness to learn new skills and concepts</li>
<li>Comfortable being in a client facing role</li>
<li>Series 79 license required</li>
<li>Interest to live in and/or relocate to the Tampa / Saint Petersburg, FL area</li>
</ul>
Preferred Technical Skills
<ul>
<li>Strong proficiency with Microsoft Office Suite, particularly Excel and Powerpoint</li>
<li>Strong working knowledge of corporate finance</li>
<li>Ability to use Salesforce reporting tools</li>
<li>Ability to multi-task and prioritize</li>
</ul>
BENEFITS
<ul>
<li>Health Insurance</li>
<li>Dental insurance</li>
<li>Vision insurance</li>
<li>Retirement plan 401(k)</li>
<li>401(k) matching</li>
<li>Paid Time Off </li>
<li>FSA/HSA benefits plans</li>
<li>Disability benefits</li>
<li>Voluntary Life Insurance</li>
<li>Basic Life Insurance</li>
</ul>
EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Investment Banking Analyst

<h3>Job Description</h3>
Job Description
 
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.
The purpose of the role is to provide teller and platform-based transactions, manage lobby activity, and support mobile, online banking, and digital solutions. Additionally, provide education and knowledge about our consumer and small business products to existing and new customers.
Duties and Responsibilities
OPERATIONAL EXCELLENCE:
<ul>
<li>Process all manner of financial transaction requests, including but not limited to deposits, withdrawals, check cashing, and issuance of cashiers’ checks.</li>
<li>Research and resolve issues related to the end-of-day banking center balancing.</li>
<li>May be responsible for functions related to the day-to-day operation of the ATM, cash recycler, drive-thru, and night drop.</li>
<li>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 operational responsibilities relative to opening and maintaining all products and services.</li>
<li>Review customers' account activity to ensure compliance with the Bank Secrecy Act.</li>
<li>May be responsible for the daily review of overdraft, uncollected, and significant balance change reports.</li>
<li>Ability to originate new credit requests and respond to loan-related inquiries.</li>
<li>Follow Bank policies and procedures, as well as legal and regulatory requirements, including security and audit procedures.</li>
<li>Adhere to all policies and procedures outlined in Retail Banking’s operating manuals, employee handbook, and other applicable documents related to the position's functions. Ensure all regulatory requirements, as well as security and audit procedures, are adhered to.</li>
<li>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 the appropriate supervisor.</li>
</ul>
CUSTOMER SERVICE:
<ul>
<li>Act as a customer advocate to ensure we meet the needs of our customers and prospects with the intent of enhancing customer retention and engagement.</li>
<li>Resolve customer problems and follow up to ensure the customer’s expectations are met.</li>
<li>Deliver customer experience for all segments to ensure a quality customer experience every day, every time.</li>
<li>Provide quality customer service to all current and prospective customers as measured by Bank service standards.</li>
</ul>
BUSINESS DEVELOPMENT:
<ul>
<li>This position requires consistently meeting or exceeding sales goals as defined by management.</li>
<li>Achieve outbound conversation expectations as defined by management.</li>
<li>Responsible for acquiring, retaining, and expanding new and existing customer relationships by providing a positive new account experience, profiling, assessing customer needs, and recommending and selling appropriate banking products and services.</li>
<li>Take an active role in educating our customers on other banking channels to meet their needs.</li>
<li>Responsible for learning and maintaining knowledge of the Bank’s products and services.</li>
<li>Participate in business development activities to support the banking center's market development as requested.</li>
<li>Actively participate in community organizations to promote the Bank's brand and support business development initiatives.</li>
<li>Refer prospects and clients to other lines of business according to determined segmentation (AMTI, Commercial Banking, etc.). </li>
</ul>
Minimum Work Experience Requirements: 3+ years of experience in Bank sales and service environment or equivalent experience to include sales results. 
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.
*Applicant must be NMLS registered and provide the company with their NMLS number or be willing to register in NMLS upon accepting an employment offer. Additionally, FBI Criminal Background and credit checks must be successfully passed within the first 30 days of employment, or 30 days from the date of the upload (whichever occurs first).

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