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Client Services Associate III

Amerant Bank

Florida, Miami, United States Permanent June 06, 2026
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Opportunity Description

The Client Services Associate III provides superior service standards to their assigned customer portfolio of personal and commercial clients, in an effort to strengthen loyalty and increase retention. Team members in this position are responsible for meeting KYC/KYA AML and other regulatory compliance standards, and ensuring customer files are complete and up to date. Responsibilities: Provide day-to-day personalized customer service in alignment with the standards defined by the Bank for this client segment Ensure transactions are processed within service levels by all units of the Bank. Escalate promptly to management issues that arise related to products and transactions Address and resolve client concerns, claims and inquiries, ensure the process of customer claim resolution is properly followed Holds accountable other business units within the Bank to ensure customer expectations are met. Follow up daily to ensure the customer transactions and requests have been processed accordi...
Permanent Other

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