The #1 Site for Finance Jobs - search all Finance jobs.
I305pd6r0xz0s3ygf3q

Floating Sales & Service Associate

Description

Floating Sales & Service Associate - Houston, Texas

This position is the first line of contact for customers as they enter a branch. A sales position with primary focus on sales development and relationship building through the promotion of deposits, consumer/commercial loans, residential loans, investment sales, fee-based services and expanding and retention of customer's relationship. Responsible for selling a full range of banking products and services to existing and prospective customers while providing high quality of customer service and adhering to all compliance and operation expectations.


• Responsible to maintain knowledge of all Bank products and services.


• The position requires consistently meeting or exceeding sales goals for consumer/commercial loans, residential loans, deposits, investment sales, fee income, and others as set by management.


• Acquire, retain and expand new and existing customer relationship by providing a positive new account experience, profiling, assessing customer needs, and recommending and selling appropriate banking products and services.


• Under the direction of the Branch Sales/Service Manager plan and execute branch tactics that support business development efforts for the market.


• Refer prospects and current customers to other lines of business according to determined segmentation.


• Execute all operation responsibilities relative to opening and maintaining all products and services.


• Provide quality customer service to all current and prospective customers as measured by bank service standards.


• Takes ownership for handling complex customer inquiries and follows through to completion.


• Adhere strictly to compliance and operational risk controls in accordance with the Bank and regulatory standards, policies and procedures; report control weaknesses, compliance breaches and operational loss events.


• Complete other related duties as assigned, including providing guidance and training to less experienced personnel. May be required to act as teller and open/close the branch.


• Review customers account activity in order to insure compliance with Bank Secrecy Act.


• May be responsible for the daily review of Overdraft, Uncollected and Significant Balance Change reports.


• Responsible for ensuring individual actions do not lead to Bank operating losses as well as escalating potential concerns that could lead to Bank loss to appropriate supervisor.


• Expected to be a team player and support other members of the Bank as needed.


• The individual should also be able to structure his/her task and manage time effectively with a keen mind on prioritizing


• Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.


• Identify, evaluate, monitor and make any recommendation deemed necessary to 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.


Minimum Education and/or Certifications Requirements:

High School or GED required. AA or Bachelors Degree preferred.

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

Minimum Work Experience Requirements:

A. College degree and 2 years retail sales experience.

OR

B. Two years in similar bank position.

Requirements

 

Job Snapshot

Location US-TX-Houston
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Banking, Retail, Sales
Apply

Company Overview

Amerant Bank

At Amerant Bank, we empower our customers by providing them with the financial solutions they need to move forward. We do the same for our employees in that we provide an environment that allows them to pursue their career aspirations and enjoy a rewarding work experience. We recognize that everyone has their own career goals and definition of success. That’s why at Amerant Bank, we empower employees with the resources, support and opportunities to move their careers in the direction of their aspirations. Learn More

Contact Information

US-TX-Houston
Amerant Bank
Snapshot
Amerant Bank
Company:
US-TX-Houston
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Banking, Retail, Sales
Store Type:

Description

Floating Sales & Service Associate - Houston, Texas

This position is the first line of contact for customers as they enter a branch. A sales position with primary focus on sales development and relationship building through the promotion of deposits, consumer/commercial loans, residential loans, investment sales, fee-based services and expanding and retention of customer's relationship. Responsible for selling a full range of banking products and services to existing and prospective customers while providing high quality of customer service and adhering to all compliance and operation expectations.


• Responsible to maintain knowledge of all Bank products and services.


• The position requires consistently meeting or exceeding sales goals for consumer/commercial loans, residential loans, deposits, investment sales, fee income, and others as set by management.


• Acquire, retain and expand new and existing customer relationship by providing a positive new account experience, profiling, assessing customer needs, and recommending and selling appropriate banking products and services.


• Under the direction of the Branch Sales/Service Manager plan and execute branch tactics that support business development efforts for the market.


• Refer prospects and current customers to other lines of business according to determined segmentation.


• Execute all operation responsibilities relative to opening and maintaining all products and services.


• Provide quality customer service to all current and prospective customers as measured by bank service standards.


• Takes ownership for handling complex customer inquiries and follows through to completion.


• Adhere strictly to compliance and operational risk controls in accordance with the Bank and regulatory standards, policies and procedures; report control weaknesses, compliance breaches and operational loss events.


• Complete other related duties as assigned, including providing guidance and training to less experienced personnel. May be required to act as teller and open/close the branch.


• Review customers account activity in order to insure compliance with Bank Secrecy Act.


• May be responsible for the daily review of Overdraft, Uncollected and Significant Balance Change reports.


• Responsible for ensuring individual actions do not lead to Bank operating losses as well as escalating potential concerns that could lead to Bank loss to appropriate supervisor.


• Expected to be a team player and support other members of the Bank as needed.


• The individual should also be able to structure his/her task and manage time effectively with a keen mind on prioritizing


• Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.


• Identify, evaluate, monitor and make any recommendation deemed necessary to 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.


Minimum Education and/or Certifications Requirements:

High School or GED required. AA or Bachelors Degree preferred.

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

Minimum Work Experience Requirements:

A. College degree and 2 years retail sales experience.

OR

B. Two years in similar bank position.

Requirements

 
MoneyJobs Advice

For your privacy and protection, when applying to a job online: Never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction.Learn More

By applying to a job using moneyjobs.com you are agreeing to comply with and be subject to the workinretail.com Terms and Conditions for use of our website. To use our website, you must agree with theTerms & Conditionsand both meet and comply with their provisions.
Floating Sales & Service Associate Apply now