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25 Amerant Bank – RFP #24-06-01 For each individual, attach a resume or qualifications summary that includes the following information: • Description of the individual’s background • Description of individual’s work experience including all past employment Moshe Kishore Senior Vice President | Private Client Group Relationship Manager III Client-focused relationship manager, dedicated to exceeding client expectations, maintaining strong, fruitful working relationships with clients to gain their trust and respect, offering these core strengths: Create and support client retention strategies for existing customer base while developing new customers. Strengthen working relationships with clients, utilizing excellent interpersonal skills. Continually develop customer care skills with results driven attitude. Strong sales professional with proven high-level results as a Top Producer on a consistent basis (24+Years). Bachelor’s degree from Heritage Baptist University. The Relationship Manager maximizes share of wallet and products penetration by promoting and cross-selling products and services; serving, maintaining, and developing new relationships to increase the bank revenue and identify current and potential business opportunities. Responsibilities: • Identify the needs of customers and prospects providing optimum customer service while complying with bank policy and federal regulations. • Review depository activity of all specialty clients assigned to the individual’s portfolio to ensure compliance with BSA and interact with the Compliance Department. • Identify issues or incidents that may cause operational risk and bring to management’s attention. • Evaluate and act to adequately manage and control customer overdraft and uncollected funds transactions following approval limit guidelines in order to accommodate and service customers in a financially feasible and prudent manner, with minimum risk exposure to the bank. • Evaluate, monitor, analyze, and control overall quality of existing credit portfolio, including related depository relationships and their activity. Know and increase the share of wallet of a customer to retain and keep them engaged increasing their lifetime value. • Verify that loan requests comply with internal credit policies prior to forwarding to Credit Services Department, with subsequent communication of any outcome to the applicant concerning their approval/denial status of such application; coordinate loan closings, loan bookings and the preparation of credit files; review loan documentation prior to loan closings and check for accuracy. • Support the renewal process for existing clients and use the workflows to analyze, underwrite and recommend commercial loan applications by gathering financial information and preparing for credit renewals and reviews. • Proactively monitors the portfolio of clients for past dues, changes to client risk profile and to bring these findings to their supervisor.