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nasdaq:amtb
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www.amerantbank.com
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workforcenow.adp.com
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May 29th, 2022 12:00AM
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Lending Assistant II, Miami FL
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Open
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Full Time
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Coral Gables, FL, US
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Coral Gables
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FL
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USA
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Apr 26th, 2022 12:00AM
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<div><div><div>
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<p id="isPasted" style='margin-top:0in;margin-right:0in;margin-bottom:11.25pt;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;background:white;'>The Lending Assistant II position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts, while enhancing the customer experience with servicing their needs within that portfolio (services, deposits, loans, etc).<br> <br> <strong>Duties and responsibilities include:</strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:.5in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;text-align:justify;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;'> </span></p><ul style="margin-bottom:0in;margin-top:0in;" type="disc"><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Work closely with Relationship Managers and Portfolio Officers and facilitate loan processing and other general service requests: a) Resolve customer inquiries and service requests with accounts and loans; b) prepares account maintenance forms; c) process loan payments/debit instructions; d) receives and forwards loan documents to support areas for processing pay-off, estoppel requests and satisfaction of mortgages; e) Collects fees for 3rd party services; f) Notifies customer of renewal status due and provides list of required financial information; and g) prepare reports and monitor overdrafts;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Assist Relationship Managers and Portfolio Officers in conducting the customer “onboarding” efforts, including any ongoing servicing items, such as: a) Ensure auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set up; c) Engage Treasury Management Department to set up bank’s treasury products (Online Banking, Remote Deposit Capture, etc.) for the customer. This includes general overall support when necessary with loan closings and interaction with the customer, if/when necessary; </span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Gather/review corresponding loan/credit documentation pre and post closing and to prepare all required forms, legal searches conducted via Internet access, update credit files and prepare all corresponding checklists, etc;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Responsible for opening depository accounts and maintenance, which includes proper processing and collection of related forms and documents;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Perform common administrative tasks and handle both internal and external correspondences such as answering phone calls and emails within a timely manner. This includes preparing Fedex mailings, obtaining stamps or signature, tickets, and internal transfer requests. This may include scheduling and coordination of Relationship Manager, Portfolio Officers, and/or other Manager functions and tasks to assure smooth operational flow;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Upload and clear tracking exceptions such as site visit reports, annual reviews, financial reports, etc. to maintain asset quality;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Monitor and manage overdrafts and past-due reports, which may include calling the customers;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Confirm wire(s) with customers, pursuant to fraud alert notifications, where applicable; </span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Prepare minimum balance covenant certificates; </span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Prepare the BSA/compliance package for internal review. This includes organizing, collection, and review of all formation documents, including but not limited to operating agreements, partnership agreements, good standings, articles of incorporation/organization, certificate of formation, copies of trusts, pertaining to each and all entities included in the organization chart of the customer. This involves assisting Relationship Managers and Portfolio Officers with the investigation of BSA issues;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Organize detailed Organization Chart either provided or prepared branching all the way to ‘warm’ body(ies) persons, along with preparing Adverse Media and Lexis Nexis;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Review post-closing loan documentation collection and verification to maintain adequate quality controls; </span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Process invoices from vendors and retrieve proper approvals to submit to accounts payable. Follow up with accounts payable to ensure that payment to vendors have been issued</span></li></ul><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><br></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><strong><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;'>Minimum Education and/or Certifications Requirements:</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;'>Bachelor’s Degree required or pursuing a Bachelor’s degree</span><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;'><br> </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;'>Formal credit training is a plus</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style="font-size:15px;color:black;"> </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><strong><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;'>Minimum Work Experience Requirements:</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;'>2+ years of experience as a Lending/Banking or Administrative Assistant<br> </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><strong><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;'>Technical and/or Other Essential Knowledge:</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;'>Banking regulations, loan documentation including mortgages. Basic analyzing Financial Statement knowledge</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;'> </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;'>Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint</span></p>
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</div></div></div>
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May 29th, 2022 04:33PM
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May 29th, 2022 04:33PM
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Amerant Bank
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nasdaq:amtb
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www.amerantbank.com
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workforcenow.adp.com
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May 29th, 2022 12:00AM
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Banking Specialist III Floater, Miami FL
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Open
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Full Time
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Doral, FL, US
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Doral
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FL
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USA
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Apr 26th, 2022 12:00AM
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<div>
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<div><link href="https://static.workforcenow.adp.com/mas/mdf-components/22.7.18/styles/froala_editor.pkgd.min.css" rel="stylesheet" type="text/css"></div><p id="isPasted" style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;margin:0in;background:white;'><strong><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Banking Specialist III Floater</span></strong></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;margin:0in;background:white;'><br></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;margin:0in;background:white;'><span style=" border-box;outline: none;"><span style="outline: none; font-family: verdana, sans-serif; font-size: 14px;">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. </span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style="font-size: 14px; font-family: verdana, sans-serif; color: rgb(65, 65, 65);"> </span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">OPERATIONAL EXCELLENCE:</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:11.25pt;line-height:var(--line-height-base);background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Process all manner of financial transaction requests including but not limited to deposits, withdrawals, check cashing, issuance of cashiers’ checks. </span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:11.25pt;line-height:var(--line-height-base);background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Research and resolve issues related to end of day branch balancing.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:11.25pt;line-height:var(--line-height-base);background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">May be responsible for functions related to the day to day operation of the ATM, PTM, cash recycler, drive thru and night drop. </span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:11.25pt;line-height:var(--line-height-base);background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">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. </span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:11.25pt;line-height:var(--line-height-base);background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Review customers account activity to insure compliance with Bank Secrecy Act.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:11.25pt;line-height:var(--line-height-base);background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">May be responsible for the daily review of overdraft, uncollected and significant balance change reports. </span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:11.25pt;line-height:var(--line-height-base);background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Ability to originate new credit requests and respond to loan related inquiries. </span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:11.25pt;line-height:var(--line-height-base);background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Follow Bank policies and procedures, as well as legal and regulatory requirements, including security and audit procedures.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:11.25pt;line-height:var(--line-height-base);background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">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.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:11.25pt;line-height:var(--line-height-base);background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">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. </span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:11.25pt;line-height:var(--line-height-base);background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Identify, evaluate, monitor and make any recommendation deemed necessary to the 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. </span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:11.25pt;line-height:var(--line-height-base);background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">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.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">CUSTOMER SERVICE:</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">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.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Resolve customer problems and follow up to ensure customer’s expectations are met.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Deliver customer experience for all segments to ensure quality customer experience every day every time.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Provide quality customer service to all current and prospective customers as measured by Bank service standards. </span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">BUSINESS DEVELOPMENT:</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">This position requires consistently meeting or exceeding sales goals as defined by management. </span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Achieve out bound conversation expectations as defined by management.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">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. </span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Take an active role in educating our customers on other banking channels to meet their needs.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Responsible for learning and maintaining knowledge of Bank’s products and services.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Participate in business development activities in support of the banking center market development activities as requested.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Actively participate in community organizations to promote the Bank brand as well as support business development initiatives.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Refer prospects and clients to other lines of business according to determined segmentation (Residential Lending, MIS, Commercial Banking etc.)</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">BRANCH TRANSFORMATION:</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Adhere to expectations defined for transformed banking centers as defined by management.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Responsible for adhering to no personal space guidelines and that the banking center is clean and free of clutter.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Responsible and able to utilize all elements within a transformed banking center: Welcoming Zone, Comfort Zone, Discovery Zone, Advisor Connect, Service Spots, Teller Tower, Personal Teller Machines etc.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Learn and encourage usage of all digital components in the banking center by banking center guests. </span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">May be the Digital Advocate for the banking centers. Responsibilities include being an expert on the Bank’s Online Banking (personal and business) and Mobile Banking channels to be able to assist customers and promote their sale and usage. Responsible for educating other team members on digital channels. </span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Adhere to and participate in lobby management standards including acting in the Greeter role. Greet customers/prospects in the lobby in accordance with transformed banking center defined standards. </span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Adhere to defined career wear standards.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">OTHER:</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Live the Bank values every day.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Complete mandatory training and required responsibilities to have knowledge of complete lines of products and services.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">May have approval authority.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">May be asked to train and aid less experience branch team members.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Cooperates with superiors, peers to accomplish team and Bank goals.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Ability to work in different assigned banking centers within the region.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Other duties as required. </span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style="font-family: verdana, sans-serif; font-size: 14px;"><strong style=" border-box;outline: none;"><span style=" border-box;outline: none;"><span style="color: black;">Minimum Work Experience Requirements</span></span></strong></span><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;"> </span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Banking Specialist III requires a minimum of 3+ years experience in Bank sales / service environment or equivalent experience. </span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style="font-family: verdana, sans-serif; font-size: 14px;"><strong style=" border-box;outline: none;"><span style=" border-box;outline: none;"><span style="color: black;">Technical and/or Other Essential Knowledge</span></span></strong></span><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;"> </span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">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. <br style=" border-box;outline: none;"> <br style=" border-box;outline: none;"> <strong style=" border-box;outline: none;">Minimum Education and/or Certifications Requirements</strong></span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">High School or GED required. AA or bachelor’s Degree preferred. Bilingual English/Spanish required.</span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style="font-family: verdana, sans-serif; font-size: 14px;"><strong style=" border-box;outline: none;"><span style=" border-box;outline: none;"><span style="color: black;">Functional Skills & Knowledge Requirements</span></span></strong></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">Must be a team player, can work under pressure, have a professional image and be able to resolve problems and conflicts. Must be able to prioritize work and effectively manage time. Must possess basic business communications skills such as advanced writing, listening and have basic office and mathematics skills, and customer service skills. Possession of professional skills such as report writing, basic statistics, effective presentation skills and creative skills are required. Must possess sales and negotiation skills. </span></span></p><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style=" border-box;outline: none;"><span style="font-size: 14px; font-family: verdana, sans-serif; color: black;">** 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).</span></span></p><div><p style='margin-right:0in;margin-left:0in;font-size:15px;font-family:"Calibri",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:107%;background:white; border-box;outline: none;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px;'><span style="font-family: verdana, sans-serif; font-size: 14px;"><br></span></p></div>
</div>
</div>
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May 29th, 2022 04:33PM
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May 29th, 2022 04:33PM
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Amerant Bank
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nasdaq:amtb
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www.amerantbank.com
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workforcenow.adp.com
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May 29th, 2022 12:00AM
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Private Banking Greeter, Miami FL
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Open
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Full Time
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Coral Gables, FL, US
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Coral Gables
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FL
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USA
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May 6th, 2022 12:00AM
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<div><div><div>
<link href="https://static.workforcenow.adp.com/mas/mdf-components/22.15.19/styles/froala_editor.pkgd.min.css" rel="stylesheet" type="text/css" />
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<div class="fr-view">
<p id="isPasted" style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-size: 14px; line-height: 107%; font-family: verdana, sans-serif;">The Private Banking Greeter is responsible for answering the phone in a professional manner and transferring calls effectively. Additionally, they will assist customers who visit the office and assist officers in providing customer service.</span><span style="font-size: 14px; line-height: 107%; font-family: verdana, sans-serif; color: black;"><br> </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-family: verdana, sans-serif; font-size: 14px;"><strong><span style="line-height: 107%; color: black;">Duties and responsibilities include:</span></strong></span></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><ul style="margin-bottom:0in;list-style-type: disc;margin-left:-0.25in;"><li style="margin: 0in 0in 8pt; line-height: 107%; font-size: 14px; font-family: verdana, sans-serif;">Answer the phone and transfer calls in a professional, accurate and timely manner. Screen and direct calls, taking messages if necessary.</li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;text-align:justify;'><span style="font-size: 14px; font-family: verdana, sans-serif;"> </span></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><ul style="margin-bottom:0in;list-style-type: disc;margin-left:-0.25in;"><li style="margin: 0in 0in 8pt; line-height: 107%; font-size: 14px; font-family: verdana, sans-serif;">Greet customers who visit the office and direct them to its respective officer.</li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;text-align:justify;'><span style="font-size: 14px; font-family: verdana, sans-serif;"> </span></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><ul style="margin-bottom:0in;list-style-type: disc;margin-left:-0.25in;"><li style="margin: 0in 0in 8pt; line-height: 107%; font-size: 14px; font-family: verdana, sans-serif;">Assists customers with questions regarding new accounts opening requirements, check cards activation, online banking registration, credit card application or any other questions they may have related to the bank products and services. </li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;text-align:justify;'><span style="font-size: 14px; font-family: verdana, sans-serif;"> </span></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><ul style="margin-bottom:0in;list-style-type: disc;margin-left:-0.25in;"><li style="margin: 0in 0in 8pt; line-height: 107%; font-size: 14px; font-family: verdana, sans-serif;">Assist Private Banking Executives and manager in providing customer service and in the administration of customer accounts.</li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;text-align:justify;'><span style="font-size: 14px; font-family: verdana, sans-serif;"> </span></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><ul style="margin-bottom:0in;list-style-type: disc;margin-left:-0.25in;"><li style="margin: 0in 0in 8pt; line-height: 107%; font-size: 14px; font-family: verdana, sans-serif;">Receive correspondence and distribute it four times a day.</li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;text-align:justify;'><span style="font-size: 14px; font-family: verdana, sans-serif;"> </span></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><ul style="margin-bottom:0in;list-style-type: disc;margin-left:-0.25in;"><li style="margin: 0in 0in 8pt; line-height: 107%; font-size: 14px; font-family: verdana, sans-serif;">Log and distribute parking stickers to visiting customers.</li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:.25in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;text-align:justify;text-indent:-.25in;'><span style="font-size: 14px; font-family: verdana, sans-serif;"> </span></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><ul style="margin-bottom:0in;list-style-type: disc;margin-left:-0.25in;"><li style="margin: 0in 0in 8pt; line-height: 107%; font-size: 14px; font-family: verdana, sans-serif;">Acknowledge receipt of incoming packages delivered by couriers. Maintain courier log.</li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:.25in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;text-align:justify;text-indent:-.25in;'><span style="font-size: 14px; font-family: verdana, sans-serif;"> </span></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><ul style="margin-bottom:0in;list-style-type: disc;margin-left:-0.25in;"><li style="margin: 0in 0in 8pt; line-height: 107%; font-size: 14px; font-family: verdana, sans-serif;">Order supplies and maintain record of orders including coffee supplies requisitions.</li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;text-align:justify;'><span style="font-size: 14px; font-family: verdana, sans-serif;"> </span></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><ul style="margin-bottom:0in;list-style-type: disc;margin-left:-0.25in;"><li style="margin: 0in 0in 8pt; line-height: 107%; font-size: 14px; font-family: verdana, sans-serif;">Reserve conference rooms by appointments.</li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;text-align:justify;'><span style="font-size: 14px; font-family: verdana, sans-serif;"> </span></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><ul style="margin-bottom:0in;list-style-type: disc;margin-left:-0.25in;"><li style="margin: 0in 0in 8pt; line-height: 107%; font-size: 14px; font-family: verdana, sans-serif;">Supply refreshment for meetings, as requested. </li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;text-align:justify;'><span style="font-size: 14px; font-family: verdana, sans-serif;"> </span></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><ul style="margin-bottom:0in;list-style-type: disc;margin-left:-0.25in;"><li style="margin: 0in 0in 8pt; line-height: 107%; font-size: 14px; font-family: verdana, sans-serif;">Take care of the conference rooms (keep them in order)</li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;text-align:justify;'><span style="font-size: 14px; font-family: verdana, sans-serif;"> </span></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><ul style="margin-bottom:0in;list-style-type: disc;margin-left:-0.25in;"><li style="margin: 0in 0in 8pt; line-height: 107%; font-size: 14px; font-family: verdana, sans-serif;">Prepare expense reports.</li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;text-align:justify;'><span style="font-size: 14px; font-family: verdana, sans-serif;"> </span></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><ul style="margin-bottom:0in;list-style-type: disc;margin-left:-0.25in;"><li style="margin: 0in 0in 8pt; line-height: 107%; font-size: 14px; font-family: verdana, sans-serif;">Assist in the coordination of travel agendas, travel reservations, schedule meetings with customers. </li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;text-align:justify;'><span style="font-size: 14px; font-family: verdana, sans-serif;"> </span></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><ul style="margin-bottom:0in;list-style-type: disc;margin-left:-0.25in;"><li style="margin: 0in 0in 8pt; line-height: 107%; font-size: 14px; font-family: verdana, sans-serif;">Provide general administrative support: filing, sending faxes, making copies, typing and making phone calls for the officers and manager. </li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-family: verdana, sans-serif; font-size: 14px;"><strong><span style="color: black;">Minimum Education and/or Certifications Requirements:</span></strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-size: 14px; font-family: verdana, sans-serif;">High School Diploma </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><br></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-family: verdana, sans-serif; font-size: 14px;"><strong><span style="color: black;">Minimum Work Experience Requirements:</span></strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-size: 14px; font-family: verdana, sans-serif;">1+ years of experience as a Receptionist, Switchboard Operator, or Customer Service in a Financial Institution. Very good communication skills required. Must be bilingual English/Spanish</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-size: 14px; font-family: verdana, sans-serif;"> </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-family: verdana, sans-serif; font-size: 14px;"><strong><span style="color: black;">Technical and/or Other Essential Knowledge:</span></strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-size: 14px; font-family: verdana, sans-serif;">Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint </span></p>
</div>
</div></div></div>
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May 29th, 2022 04:33PM
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May 29th, 2022 04:33PM
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Amerant Bank
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nasdaq:amtb
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www.amerantbank.com
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workforcenow.adp.com
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May 29th, 2022 12:00AM
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Portfolio Officer II
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Open
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Full Time
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Houston Town & Country, Houston, TX, US
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Houston
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TX
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USA
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May 10th, 2022 12:00AM
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<div><div><div><div><div><div>
<link href="https://static.workforcenow.adp.com/mas/mdf-components/22.15.19/styles/froala_editor.pkgd.min.css" rel="stylesheet" type="text/css" />
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<div class="fr-view">
<p id="isPasted" style='margin-top: 0px; margin-bottom: 12pt; line-height: var(--line-height-base); box-sizing: border-box; color: rgb(0, 0, 0); font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-family: "Segoe UI", Arial, sans-serif; font-size: 12px;'><span style="box-sizing: border-box; color: black; font-family: verdana, sans-serif; font-size: 14px;">The Portfolio Officer is responsible for overall asset quality of an assigned Commercial loan portfolio under the direct supervision of the Portfolio Team Lead.<br style="box-sizing: border-box;"><br style="box-sizing: border-box;"><strong style="font-weight: 600; box-sizing: border-box;">Duties and responsibilities include:</strong></span></p><ul style='box-sizing: border-box; margin-top: 0px; margin-bottom: 10px; line-height: 1.42857; color: rgb(0, 0, 0); font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-family: "Segoe UI", Arial, sans-serif; font-size: 12px;' type="disc"><li style="box-sizing: border-box; color: black; margin-bottom: 12pt; font-family: verdana, sans-serif; font-size: 14px;">Responsible for coordinating and streamlining transactions through the nCino/Salesforce platform to facilitate the approval process.</li><li style="box-sizing: border-box; color: black; margin-bottom: 12pt; font-family: verdana, sans-serif; font-size: 14px;">Responsible for administrating and monitoring the 30+ day delinquencies, risk rating process (CARs), as well as assisting in the identifying red flags or problems within the portfolio.</li><li style="box-sizing: border-box; color: black; margin-bottom: 12pt; font-family: verdana, sans-serif; font-size: 14px;">Conduct analysis/underwriting functions, as needed, at the Origination stage of new credit requests and Annual review on existing customers and complex structured transactions.</li><li style="box-sizing: border-box; color: black; font-family: verdana, sans-serif; font-size: 14px;">Responsible for monitoring exceptions, covenant, and delinquent reports on a weekly basis. </li><li style="box-sizing: border-box; color: black; margin-bottom: 12pt; font-family: verdana, sans-serif; font-size: 14px;">On-going review of future maturities for timely disposition.</li><li style="box-sizing: border-box; color: black; margin-bottom: 12pt; font-family: verdana, sans-serif; font-size: 14px;">Respond to any customer inquiries regarding loan payments, transactional accounts and financial reporting, and back-up assigned Lender(s).</li><li style="box-sizing: border-box; color: black; margin-bottom: 12pt; font-family: verdana, sans-serif; font-size: 14px;">Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation on complex transactions.</li><li style="box-sizing: border-box; color: black; margin-bottom: 12pt; font-family: verdana, sans-serif; font-size: 14px;">Identify, track, and monitor loan policy exceptions, review credits with loan covenants and verify compliance.</li><li style="box-sizing: border-box; color: black; margin-bottom: 12pt; font-family: verdana, sans-serif; font-size: 14px;">Coordinate delinquent loan monitoring of assigned portfolio and recommend appropriate action with assigned Lender(s). </li><li style="box-sizing: border-box; color: black; margin-bottom: 12pt; font-family: verdana, sans-serif; font-size: 14px;">Prepare Commitment Letters for accuracy and consistency with credit services/underwriting recommendations.</li><li style="box-sizing: border-box; color: black; margin-bottom: 12pt; font-family: verdana, sans-serif; font-size: 14px;">Responsible for initiation of BSA Lending due diligence process, and validate Borrower’s ownership is documented properly, Adverse Media, Lexis Nexus and OFAC searches have been completed and any issue has been addressed accordingly. </li><li style="box-sizing: border-box; color: black; font-family: verdana, sans-serif; font-size: 14px;">Attend seminars and training sessions to keep abreast of changing regulations, as well as industry/market trends and conditions.</li></ul><p style='margin-top: 0px; margin-bottom: 15px; line-height: var(--line-height-base); box-sizing: border-box; color: rgb(0, 0, 0); font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-family: "Segoe UI", Arial, sans-serif; font-size: 12px;'><span style="box-sizing: border-box; font-family: verdana, sans-serif; font-size: 14px;"><strong style="font-weight: 600; box-sizing: border-box;"><span style="box-sizing: border-box; color: black;">Minimum Education and/or Certifications Requirements:<br style="box-sizing: border-box;"></span></strong></span><span style="box-sizing: border-box; font-size: 14px; font-family: verdana, sans-serif; text-align: justify;">Bachelor’s degree in accounting or finance. Completion of a formal credit training program preferred.</span></p><p style='margin-top: 0px; margin-bottom: 15px; line-height: var(--line-height-base); box-sizing: border-box; color: rgb(0, 0, 0); font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-family: "Segoe UI", Arial, sans-serif; font-size: 12px; text-align: justify;'><span style="box-sizing: border-box; font-family: verdana, sans-serif; font-size: 14px;"><strong style="font-weight: 600; box-sizing: border-box;"><span style="box-sizing: border-box; color: black;">Minimum Work Experience Requirements:<br style="box-sizing: border-box;"></span></strong></span><span style="box-sizing: border-box; font-size: 14px; font-family: verdana, sans-serif;">2+ years of professional experience in lending field and credit analysis/underwriting of loans. </span></p><p style='margin-top: 0px; margin-bottom: 0.0001pt; line-height: var(--line-height-base); box-sizing: border-box; color: rgb(0, 0, 0); font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-family: "Segoe UI", Arial, sans-serif; font-size: 12px;'><span style="font-family: verdana, sans-serif; font-size: 14px;"><b style="font-weight: bold; box-sizing: border-box; font-family: Verdana;">Technical and/or Other Essential Knowledge:<br style="box-sizing: border-box;"></b></span><span style="box-sizing: border-box; font-family: verdana, sans-serif; font-size: 14px;">Knowledge of Commercial Credit programs, banking products, lending policy and procedures, and documentation.<br style="box-sizing: border-box;">Applied knowledge of accounting principles.<br style="box-sizing: border-box;">Proficient using Microsoft Word, Excel and PowerPoint.<br style="box-sizing: border-box;">Salesforce/nCino and AS/400 Fiserv are a plus. </span><br><br></p><p style='margin-top: 0px; margin-bottom: 15px; line-height: var(--line-height-base); box-sizing: border-box; color: rgb(0, 0, 0); font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-family: "Segoe UI", Arial, sans-serif; font-size: 12px;'><span style="box-sizing: border-box; font-family: verdana, sans-serif; font-size: 14px;"><strong style="font-weight: 600; box-sizing: border-box;">Functional Skills & Knowledge Requirements:<br style="box-sizing: border-box;"></strong>Must be a team player, able to work under pressure, conduct business in a professional manner and be able to resolve problems and conflicts. Must be able to prioritize work and effectively manage time. Must possess business communications skills, verbal and written and have a passion for serving customers.</span></p>
</div>
</div></div></div></div></div></div>
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May 29th, 2022 04:33PM
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May 29th, 2022 04:33PM
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Amerant Bank
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nasdaq:amtb
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www.amerantbank.com
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workforcenow.adp.com
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May 29th, 2022 12:00AM
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Customer Experience Analyst III, Miami FL
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Open
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Full Time
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Coral Gables, FL, US
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Coral Gables
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FL
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USA
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May 11th, 2022 12:00AM
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<div>
<link href="https://static.workforcenow.adp.com/mas/mdf-components/22.19.20/styles/froala_editor.pkgd.min.css" rel="stylesheet" type="text/css" />
<link href="https://static.workforcenow.adp.com/mas/mdf-components/22.19.20/styles/froala_style.min.css" rel="stylesheet" type="text/css" />
<div class="fr-view">
<div><link href="https://static.workforcenow.adp.com/mas/mdf-components/22.15.19/styles/froala_editor.pkgd.min.css" rel="stylesheet" type="text/css"> <link href="https://static.workforcenow.adp.com/mas/mdf-components/22.15.19/styles/froala_style.min.css" rel="stylesheet" type="text/css"><div class="fr-view"><p id="isPasted" style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-size: 14px; line-height: 107%; font-family: verdana, sans-serif; color: rgb(0, 0, 0);">The Customer Experience Analyst III is responsible for the consumer research, analysis and reporting of actionable insights using applied market research techniques to drive business decisions. Additionally, they will be the advocate of the voice of the customer across all Bank’s Segments to ensure that their voice is heard. This will ensure deep understanding of their needs and preferences to turn them into business advantages.<br> <br> <strong>Duties and responsibilities include:</strong></span></p><ul style="list-style-type: disc;margin-left:-0.25in;"><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Understand customer behavior and use that to identify opportunities of how we can deliver the best experience to each customer banking segment</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Prepare on-going tracking, analysis, reporting and communication of trends/key business issues to Lines of Business and provide actionable consumer insights </li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Identify, scrub source data, and evaluate opportunities to improve customer acquisition and retention</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Work with senior management to identify opportunities, evaluate potential large-scale initiatives, and facilitate data-driven decision-making</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Perform ad-hoc data analysis from market trends and voice of customers to answer business questions and guide strategy that lead to actionable recommendations</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Manage vendor relationships and verify third party reports and study are aligned with requestor’s needs</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Design Bank wide Surveys (Customers and Prospects) to interpret customer data and provide insight to all relevant stakeholders, to help accelerate the Bank’s continued transformation to a more customer-centric organization (establish frame population, size sample, and field execution).</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Lead marketing and consumer research to support business case for marketing, products, and business efforts</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Monitor Bank’s Survey reporting platform for Customers’ feedback obtained from Branch Surveys, Mystery Shops, Call Center post-transactional survey to track KPIs and understand reporting drivers of NPS (net promotor scores). Work in conjunction with Customer Knowledge unit to identify unexpected variances</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Monitor and report competitor’s activities to help business understand opportunities and threats within the Financial Services Industry</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Deep understanding of digital marketing funnel</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Communicates relevant information to key stakeholders on a frequently basis via briefings and consumer insight summaries.</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Designs and executes qualitative and quantitative market research studies in response to business needs</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Support UX design efforts (card sort, tree testing, among other techniques)</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Owner of customer journey mapping</li></ul><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);"><strong>Minimum Education and/or Certifications Requirements</strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Bachelor's</span><span style="font-size: 14px; font-family: verdana, sans-serif; color: rgb(0, 0, 0);"> degree in Business, Finance, or similar. </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="color: rgb(0, 0, 0);"><br></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);"><strong>Minimum Work Experience Requirements:</strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-size: 14px; font-family: verdana, sans-serif; color: rgb(0, 0, 0);">5+ years of experience in successful consumer market and consumer research experience.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="color: rgb(0, 0, 0);"><br></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);"><strong>Technical and/or Other Essential Knowledge:</strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-size: 14px; font-family: verdana, sans-serif; color: rgb(0, 0, 0);">Previous knowledge with Google Marketing Platform, Optimal Workshop (or similar), SQL, PowerBI, Data Studio (or similar)</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-size: 14px; font-family: verdana, sans-serif; color: rgb(0, 0, 0);"> </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-size: 14px; font-family: verdana, sans-serif; color: rgb(0, 0, 0);">Proficiency using PowerPoint, Excel (formulas, pivot tables), Qualtrics and/or Medallia.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-size: 14px; line-height: 107%; font-family: verdana, sans-serif; color: rgb(0, 0, 0);"> </span></p></div></div>
</div>
</div>
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May 29th, 2022 04:33PM
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May 29th, 2022 04:33PM
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Amerant Bank
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nasdaq:amtb
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www.amerantbank.com
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workforcenow.adp.com
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May 29th, 2022 12:00AM
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Client Services Officer I
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Open
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Katy, TX, US
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Katy
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TX
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USA
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May 11th, 2022 12:00AM
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<div><div>
<link href="https://static.workforcenow.adp.com/mas/mdf-components/22.15.19/styles/froala_editor.pkgd.min.css" rel="stylesheet" type="text/css" />
<link href="https://static.workforcenow.adp.com/mas/mdf-components/22.15.19/styles/froala_style.min.css" rel="stylesheet" type="text/css" />
<div class="fr-view">
<div><link href="https://static.workforcenow.adp.com/mas/mdf-components/22.15.19/styles/froala_editor.pkgd.min.css" rel="stylesheet" type="text/css"> <link href="https://static.workforcenow.adp.com/mas/mdf-components/22.15.19/styles/froala_style.min.css" rel="stylesheet" type="text/css"><div class="fr-view"><p id="isPasted"><span style='font-size:13px;line-height:107%;font-family:"Trebuchet MS",sans-serif;'><strong>Private Client Group Relationship Manager I</strong></span><span style='font-size:13px;line-height:107%;font-family:"Trebuchet MS",sans-serif;'><strong> </strong></span><br><span style='font-size:13px;line-height:107%;font-family:"Trebuchet MS",sans-serif;'><strong>Katy, Texas</strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'>The Private Client Group Relationship Manager is responsible for developing, managing and retaining a book of business of clients with focus in the domestic professional market. The PCC 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. </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><strong><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'>Responsibilities:</span></strong></p><ul style="margin-bottom:0in;margin-top:0in;" type="disc"><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'>Develop new client business using external knowledge of target market and working closely with senior bankers, and manager.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'>Work closely with Private client services associate to review, study, address, and solve client concern, claims and queries, ensuring that the process of customer claim resolution is administered within the established parameters of quality and efficiency client segment.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'>Assess customer goals and needs and provides comprehensive advice to customers on proper banking (deposit and lending) products, by working closely with senior bankers and manager. Refer to the respective Bank’s business unit customer needs uncovered during customer interactions.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'>Apply available tools, applications, and discusses with senior bankers or manager to prepare and deliver proposals based on clients’ goals and needs.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'>Promote banking services visiting clients and prospects jointly with senior bankers, or manager assessing their needs, preferences, and investment capabilities.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'>Contact relationship clients daily to monitor significant changes in deposit balances to uncover business losses or Investment opportunities.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'>Develop call plans and provide financial solutions to clients by working closely with senior bankers, and manager.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'>Coordinate client meetings jointly 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.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'>Provide day-to-day personalized customer service under quality standards defined by the Bank. </span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'>Identify 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.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'>Identify and report 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.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'>Seek feedback from customers regularly 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.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'>Prepare loan packages to discuss with senior bankers and manager before presenting for credit decision. Monitor loans to avoid past dues, and follow up on customers to cover payments, and or renewals.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'>Review of significant balance change for AML/BSA purposes. Monitor daily overdrafts, loan maturities, exceptions and past dues.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'>Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to Amerant Code of Ethics, BSA, USA Patriot Act, OFAC and other AML and suspicious reporting requirement and related issues.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'>Meet KYC/KYA AML and other regulatory compliance standards and ensure documentation is up to date and complete.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'>Answer accurately and on a timely manner BSA/AML inquiry. Actively work with customers and his team to understand each customer’s normal account activity.</span></li></ul><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><strong><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'>Minimum Work Experience: </span></strong><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'><br> Two (2) + years of experience working in a financial services sales environment. Lending experience preferred</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><strong><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'>Minimum Education and/or Certifications: </span></strong><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'><br> Bachelors degree in Business, Finance, Economics or related field</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><strong><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'>Technical and/or Other Essential Knowledge: </span></strong><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'> <br> Proficient using financial systems applications<br> Proven sales and negotiation experience<br> Proficient using MS Office Product Suite including MS Word, MS Excel and MS PowerPoint and MS Outlook</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><strong><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'>Functional Skills & Knowledge:</span></strong><span style='font-size:13px;line-height:107%;font-family:"Verdana",sans-serif;'><br> Must be a team player, have the ability to work under pressure, conduct business in a professional manner. Must be able to prioritize work and effectively manage time and have the ability to manage change. Must possess effective business communications skills such verbally and in writing</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'> </p></div></div>
</div>
</div></div>
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May 29th, 2022 04:33PM
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May 29th, 2022 04:33PM
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Amerant Bank
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nasdaq:amtb
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www.amerantbank.com
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workforcenow.adp.com
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May 29th, 2022 12:00AM
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Letters of Credit Specialist III, Miami FL
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Open
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Full Time
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Miami, FL, US
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Miami
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FL
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USA
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May 12th, 2022 12:00AM
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<div><div><div>
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<p id="isPasted" style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-size: 14px; line-height: 107%; font-family: verdana, sans-serif; color: rgb(0, 0, 0);">The Letters of Credit Specialist III is responsible for reviewing and controlling all letters of credit documents, import and export, by ensuring that they contain all the information stipulated in the letter of credit, and that terms and conditions are met, in order to comply with all pertinent banking and Amerant Bank regulations (ICC Pub 600)</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-size: 14px; line-height: 107%; font-family: verdana, sans-serif; color: rgb(0, 0, 0);"><br> <strong>Duties and responsibilities include:</strong></span></p><ul style="list-style-type: disc;margin-left:-0.25in;"><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Assist Manager on the day-to-day functions of the Letter of Credit Dept. to include the timely execution of requests from clients</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Ensure compliance with all LC Industry standards (UCP600) and regulatory requirements to include, but not limited to; AML, OFAC, verifications for Letter of Credit clients and beneficiaries</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Verify that the beneficiaries present documentation confirming compliance with the established terms of the letters of credit, and resolve any discrepancies between the two, before payment authorizations and requesting the manager’s approval</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Verify that payments for letters of credit are processed and credited to the authorized accounts and that payment notifications are sent, in a timely manner to avoid non-compliance with the established terms of the Letters of Credit.</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Monitor and ensure collection of payment from applicants or banks issuing letters of credit confirmed by Amerant Bank.</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Administrator for Banktrade system for Letters of Credit, responsibilities include but not limited to:</li></ul><ul style="list-style-type: disc;margin-left:0.25in;"><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Trouble shooting, OFAC compliance implementation, and updates, Clientrade system, ensuring compliance between Clientrade and Banktrade program rules, establishing connection bridge between ClientTrade and BankTrade by rearranging and creating rules and tables in the BankTrade system in order to establish a reliable and true connection between both programs,</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Administrator for Tradestats, reporting tool for Banktrade system, Troubleshooting under Tradestats Reports Setups, Creating customizable individual reports, generating the departments daily reports, generating client reports for officers upon request, generating End of Month reporting for Upper Management, ensuring adequate and accurate error reporting via TradeSync, which is the error reporting tool for the BankTrade and any other CSI affiliated programs.</li></ul><ul style="list-style-type: disc;margin-left:-0.25in;"><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Responsible for verifying that documents are mailed to respective banks and/or applicants in a timely manner to prevent delays in delivery of goods to consumers, as per Letters of Credit terms and conditions</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Responsible for ensuring that all bank fees have been received by monitoring reimbursement notices</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Responsible for verifying that reimbursement claims are prepared when required in an accurate and timely manner</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Responsible for ensuring that notification is sent to all pertinent Bank officers of Debits to their customer’s accounts</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Responsible for ensuring that Treasury Dept. is notified of any outgoing wire transfers greater than 1MM</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Provide assistance by telephone or in person to both external and internal customers</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Verify that the specifications and status of all letters of credit are entered and maintained into the systems, to provide accurate information of the operation and administration of credit lines</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Review documentary and clean collections, to ensure they are processed correctly, and fees are collected appropriately</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Crossed-trained to act as a back-up for Bankcard Ops Debit Specialist or Bankcard Ops Credit Specialist or Bankcard Ops Dispute Specialist</li><li style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">Mentors new employees in the Letters of Credit group</li></ul><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);"><strong>Minimum Education and/or Certifications Requirements:</strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-size: 14px; font-family: verdana, sans-serif; color: rgb(0, 0, 0);">Bachelor’s Degree preferred. Or 9 years of experience in Letters of Credit.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="color: rgb(0, 0, 0);"><br></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);"><strong>Minimum Work Experience Requirements:</strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-size: 14px; font-family: verdana, sans-serif; color: rgb(0, 0, 0);">5+ years of experience in letter of credit</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="color: rgb(0, 0, 0);"><br></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);"><strong>Technical and/or Other Essential Knowledge:</strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-size: 14px; font-family: verdana, sans-serif; color: rgb(0, 0, 0);">Profiency using<strong> </strong></span><span style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);">CBS AS400, Banktrade.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="color: rgb(0, 0, 0);"><br></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-size: 14px; font-family: verdana, sans-serif; color: rgb(0, 0, 0);">Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-size: 14px; line-height: 107%; font-family: verdana, sans-serif; color: rgb(0, 0, 0);"> </span></p>
</div>
</div></div></div>
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May 29th, 2022 04:33PM
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May 29th, 2022 04:33PM
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Amerant Bank
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nasdaq:amtb
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www.amerantbank.com
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workforcenow.adp.com
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May 29th, 2022 12:00AM
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Treasury Financial Analyst - Assets & Liab II
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Open
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Full Time
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Coral Gables, FL, US
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Coral Gables
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FL
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USA
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May 24th, 2022 12:00AM
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<p id="isPasted" style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;'><span style="font-size: 14px; font-family: verdana, sans-serif; color: rgb(0, 0, 0);">The Treasury Financial Analyst – Assets & Liability is responsible for proactive participation in the Asset and Liability Management (ALM) process by developing policies, methodologies, and models. Additionally, support identifying market risk exposures and implement the required methodologies and limits structure, for both ALM and risk taking and mitigating activities<br> <br> <strong>Duties and responsibilities include:</strong></span><br><br></p><ul><li id="isPasted" style="margin-top: 0in; margin-right: 0in; margin-bottom: 0in; line-height: normal; font-size: 14px; font-family: verdana, sans-serif; text-align: justify; color: rgb(0, 0, 0);">Generate reports that quantifies the balance sheet exposure to interest rate risk, liquidity risk and other market risks. These reports will be presented to the risk committees (Monthly to the ALCO, and quarterly to the Board Risk Committee). Other reports will support other reporting responsibilities from other departments.</li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 0in; line-height: normal; font-size: 14px; font-family: verdana, sans-serif; text-align: justify; color: rgb(0, 0, 0);">Prepare special analyses, when applicable, for the ALCO meetings in order to evaluate changes in the exposures of the balance sheet</li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 0in; line-height: normal; font-size: 14px; font-family: verdana, sans-serif; text-align: justify; color: rgb(0, 0, 0);">Contribute to the development of asset and liability management methodologies and models to quantify and control those exposures</li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 0in; line-height: normal; font-size: 14px; font-family: verdana, sans-serif; text-align: justify; color: rgb(0, 0, 0);">Identify and report to immediate supervisor any current or prospective risk to earnings or capital arising from violations of, or nonconformance with laws, rules, regulations, prescribed practices, limits, targets, internal policies and procedures or ethical standards</li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 0in; line-height: normal; font-size: 14px; font-family: verdana, sans-serif; text-align: justify; color: rgb(0, 0, 0);">Analyze the return of interest earning assets and liabilities, develop proposals with the Asset and Liability Manager and discuss/present with Treasury Manager</li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 0in; line-height: normal; font-size: 14px; font-family: verdana, sans-serif; text-align: justify; color: rgb(0, 0, 0);">Inform of new government legislation that may affect the company and advice on compliance.</li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 0in; line-height: normal; font-size: 14px; font-family: verdana, sans-serif; text-align: justify; color: rgb(0, 0, 0);">Perform industry and peers research related to ALM.</li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 0in; line-height: normal; font-size: 14px; font-family: verdana, sans-serif; text-align: justify; color: rgb(0, 0, 0);">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 ALM related issues.</li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 0in; line-height: normal; font-size: 14px; font-family: verdana, sans-serif; text-align: justify; color: rgb(0, 0, 0);">To analyze how different scenarios in interest rates impact the financial margin and the value of equity. Propose recommendations to supervisors.</li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 0in; line-height: normal; font-size: 14px; font-family: verdana, sans-serif; text-align: justify; color: rgb(0, 0, 0);">To analyze and prepare all metrics related with the investment portfolio for Amerant Bank and all affiliates under</li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 0in; line-height: normal; font-size: 14px; font-family: verdana, sans-serif; text-align: justify; color: rgb(0, 0, 0);">Prepare the Finance Committee presentation</li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 0in; line-height: normal; font-size: 14px; font-family: verdana, sans-serif; text-align: justify; color: rgb(0, 0, 0);">Oversee the Foreign Exchange activity for bank clients</li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 0in; line-height: normal; font-size: 14px; font-family: verdana, sans-serif; text-align: justify; color: rgb(0, 0, 0);">Other duties as required</li></ul><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);"><strong>Minimum Education and/or Certifications Requirements:</strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style="font-size: 14px; font-family: verdana, sans-serif; color: rgb(0, 0, 0);">Bachelor’s Degree in Finance or Economics required </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style="font-size: 14px; font-family: verdana, sans-serif; color: rgb(0, 0, 0);"> </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style="font-size: 14px; font-family: verdana, sans-serif; color: rgb(0, 0, 0);">Masters in Finance or equivalent degree preferred</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style="font-size: 14px; font-family: verdana, sans-serif; color: rgb(0, 0, 0);"> </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);"><strong>Minimum Work Experience Requirements:</strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style="font-size: 14px; font-family: verdana, sans-serif; color: rgb(0, 0, 0);">2+ years’ experience of relevant experience as a financial analyst and/or risk analyst, preferable related to capital markets related positions.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);"><strong> </strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style="font-family: verdana, sans-serif; font-size: 14px; color: rgb(0, 0, 0);"><strong>Technical and/or Other Essential Knowledge:</strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style="font-size: 14px; font-family: verdana, sans-serif; color: rgb(0, 0, 0);">Previous experience with MS Office Suite, including advance skills on MS Word, MS Excel, MS Powerpoint, and MS Access. Expert handling ALM systems and modeling. Good understanding of accounting principles</span></p>
</div>
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May 29th, 2022 04:33PM
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May 29th, 2022 04:33PM
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Amerant Bank
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nasdaq:amtb
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www.amerantbank.com
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workforcenow.adp.com
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Jun 13th, 2022 12:00AM
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Banking Specialist II, Houston TX
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Open
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Full Time
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Houston, TX, US
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Houston
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TX
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USA
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Mar 28th, 2022 12:00AM
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<div><div><div>
<link href="https://static.workforcenow.adp.com/mas/mdf-components/22.11.23/styles/froala_editor.pkgd.min.css" rel="stylesheet" type="text/css" />
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<div><link href="https://static.workforcenow.adp.com/mas/mdf-components/22.11.23/styles/froala_editor.pkgd.min.css" rel="stylesheet" type="text/css"> <link href="https://static.workforcenow.adp.com/mas/mdf-components/22.11.23/styles/froala_style.min.css" rel="stylesheet" type="text/css"><div class="fr-view"><div><link href="https://static.workforcenow.adp.com/mas/mdf-components/22.11.23/styles/froala_editor.pkgd.min.css" rel="stylesheet" type="text/css"><strong><span style='font-family:"Verdana",sans-serif;color:black;'>Banking Specialist II <br><br></span></strong><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:#414141;'>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. </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'> </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><strong><span style='font-family:"Verdana",sans-serif;color:black;'>OPERATIONAL EXCELLENCE:</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:11.25pt;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>Process all manner of financial transaction requests including but not limited to deposits, withdrawals, check cashing, issuance of cashiers’ checks. </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:11.25pt;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>Research and resolve issues related to end of day branch balancing.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:11.25pt;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>May be responsible for functions related to the day to day operation of the ATM, PTM, cash recycler, drive thru and night drop. </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:11.25pt;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>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. </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:11.25pt;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>Review customers account activity to insure compliance with Bank Secrecy Act.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:11.25pt;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>May be responsible for the daily review of overdraft, uncollected and significant balance change reports. </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:11.25pt;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>Ability to originate new credit requests and respond to loan related inquiries. </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:11.25pt;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>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. </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><strong><span style='font-family:"Verdana",sans-serif;color:black;'>CUSTOMER SERVICE:</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>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.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>Resolve customer problems and follow up to ensure customer’s expectations are met.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>Deliver customer experience for all segments to ensure quality customer experience every day every time.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>Provide quality customer service to all current and prospective customers as measured by Bank service standards. </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><strong><span style='font-family:"Verdana",sans-serif;color:black;'>BUSINESS DEVELOPMENT:</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>This position requires consistently meeting or exceeding sales goals as defined by management. </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>Achieve out bound conversation expectations as defined by management.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>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. </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>Take an active role in educating our customers on other banking channels to meet their needs.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>Responsible for learning and maintaining knowledge of Bank’s products and services.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>Participate in business development activities in support of the banking center market development activities as requested.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>Actively participate in community organizations to promote the Bank brand as well as support business development initiatives.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>Refer prospects and clients to other lines of business according to determined segmentation (Residential Lending, MIS, Commercial Banking etc.)</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><br></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><strong><span style='font-family:"Verdana",sans-serif;color:black;'>Minimum Work Experience Requirements</span></strong><span style='font-family:"Verdana",sans-serif;color:black;'> </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>Banking Specialist II requires a minimum of 2+ years experience in Bank sales / service environment or equivalent experience. </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><strong><span style='font-family:"Verdana",sans-serif;color:black;'>Technical and/or Other Essential Knowledge</span></strong><span style='font-family:"Verdana",sans-serif;color:black;'> </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>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. <br> <br> <strong>Minimum Education and/or Certifications Requirements</strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>High School or GED required. AA or bachelor’s Degree preferred. Bilingual English/Spanish required.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><strong><span style='font-family:"Verdana",sans-serif;color:black;'>Functional Skills & Knowledge Requirements</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>Must be a team player, can work under pressure, have a professional image and be able to resolve problems and conflicts. Must be able to prioritize work and effectively manage time. Must possess basic business communications skills such as advanced writing, listening and have basic office and mathematics skills, and customer service skills. Possession of professional skills such as report writing, basic statistics, effective presentation skills and creative skills are required. Must possess sales and negotiation skills. </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:12.05pt;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-family:"Verdana",sans-serif;color:black;'>** 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).</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:107%;font-size:15px;font-family:"Calibri",sans-serif;'><span style='font-family:"Verdana",sans-serif;'> </span></p></div></div></div>
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Jun 13th, 2022 01:58AM
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Jun 13th, 2022 01:58AM
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Amerant Bank
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nasdaq:amtb
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www.amerantbank.com
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workforcenow.adp.com
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Jun 13th, 2022 12:00AM
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Lending Assistant II, Miami FL
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Open
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Full Time
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Coral Gables, FL, US
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Coral Gables
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FL
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USA
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Apr 26th, 2022 12:00AM
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<div><div><div><div><div>
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<p id="isPasted" style='margin-top:0in;margin-right:0in;margin-bottom:11.25pt;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;background:white;'>The Lending Assistant II position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts, while enhancing the customer experience with servicing their needs within that portfolio (services, deposits, loans, etc).<br> <br> <strong>Duties and responsibilities include:</strong></span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:.5in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;text-align:justify;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;'> </span></p><ul style="margin-bottom:0in;margin-top:0in;" type="disc"><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Work closely with Relationship Managers and Portfolio Officers and facilitate loan processing and other general service requests: a) Resolve customer inquiries and service requests with accounts and loans; b) prepares account maintenance forms; c) process loan payments/debit instructions; d) receives and forwards loan documents to support areas for processing pay-off, estoppel requests and satisfaction of mortgages; e) Collects fees for 3rd party services; f) Notifies customer of renewal status due and provides list of required financial information; and g) prepare reports and monitor overdrafts;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Assist Relationship Managers and Portfolio Officers in conducting the customer “onboarding” efforts, including any ongoing servicing items, such as: a) Ensure auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set up; c) Engage Treasury Management Department to set up bank’s treasury products (Online Banking, Remote Deposit Capture, etc.) for the customer. This includes general overall support when necessary with loan closings and interaction with the customer, if/when necessary; </span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Gather/review corresponding loan/credit documentation pre and post closing and to prepare all required forms, legal searches conducted via Internet access, update credit files and prepare all corresponding checklists, etc;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Responsible for opening depository accounts and maintenance, which includes proper processing and collection of related forms and documents;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Perform common administrative tasks and handle both internal and external correspondences such as answering phone calls and emails within a timely manner. This includes preparing Fedex mailings, obtaining stamps or signature, tickets, and internal transfer requests. This may include scheduling and coordination of Relationship Manager, Portfolio Officers, and/or other Manager functions and tasks to assure smooth operational flow;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Upload and clear tracking exceptions such as site visit reports, annual reviews, financial reports, etc. to maintain asset quality;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Monitor and manage overdrafts and past-due reports, which may include calling the customers;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Confirm wire(s) with customers, pursuant to fraud alert notifications, where applicable; </span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Prepare minimum balance covenant certificates; </span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Prepare the BSA/compliance package for internal review. This includes organizing, collection, and review of all formation documents, including but not limited to operating agreements, partnership agreements, good standings, articles of incorporation/organization, certificate of formation, copies of trusts, pertaining to each and all entities included in the organization chart of the customer. This involves assisting Relationship Managers and Portfolio Officers with the investigation of BSA issues;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Organize detailed Organization Chart either provided or prepared branching all the way to ‘warm’ body(ies) persons, along with preparing Adverse Media and Lexis Nexis;</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Review post-closing loan documentation collection and verification to maintain adequate quality controls; </span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;color:black;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;'>Process invoices from vendors and retrieve proper approvals to submit to accounts payable. Follow up with accounts payable to ensure that payment to vendors have been issued</span></li></ul><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><br></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><strong><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;'>Minimum Education and/or Certifications Requirements:</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;'>Bachelor’s Degree required or pursuing a Bachelor’s degree</span><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;'><br> </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;'>Formal credit training is a plus</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style="font-size:15px;color:black;"> </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><strong><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;'>Minimum Work Experience Requirements:</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;'>2+ years of experience as a Lending/Banking or Administrative Assistant<br> </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><strong><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;'>Technical and/or Other Essential Knowledge:</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;'>Banking regulations, loan documentation including mortgages. Basic analyzing Financial Statement knowledge</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;'> </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:15px;font-family:"Calibri",sans-serif;background:white;'><span style='font-size:14px;font-family:"Verdana",sans-serif;color:black;'>Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint</span></p>
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Jun 13th, 2022 01:58AM
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Jun 13th, 2022 01:58AM
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Amerant Bank
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