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26 Amerant Bank – RFP #24-06-01 Eduardo Max Vice President, Senior Treasury Management Officer Specializing in Treasury Management consultation to all size businesses. Excellent at building successful relationships with top level C suite executives and value my professional relationships. Advanced knowledge of treasury solutions and project planning to execute on strategies to improve working capital and efficiency. The Treasury Management Sales Officer is responsible for assisting Business Development Officers with enhancing & deepening existing relationships and adding value by cross selling treasury products and servicing the client base within the portfolio. Duties and responsibilities include: • Demonstrate ability to identify targeted company needs and the ability to offer customized client solutions. • Exhibit proficiency in training clients on all TCM products. • Ensure proper TCM set up documentation and all required agreement execution. • Take ownership and deliver timely resolution of customer issues. • Develop knowledge of internal resources for accurate response to customer issues. • Recommend viable solutions to improve customer service. • Recommend and help develop product solutions as well as enhancing existing product set. • Understand and communicate implementation timeline to align with customer expectations. • Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks. 21. List of Proposed Subcontractors/Subconsultants The undersigned proposer hereby designates, as follows, all major subcontractors whom they propose to utilize for the major areas of work for the project. The proposer is further notified that all Subcontractors shall be properly licensed and shall be required to furnish the CITY with a Certificate of Insurance in accordance with the contract general conditions. Failure to furnish this information may be grounds for rejection of the proposer’s proposal. (If no subcontractors are proposed, state “None” on first line below.) • None 22. Professional References The Proposer shall provide reference letters for five (5) verifiable clients with a minimum of three (3) municipalities/local governments, for projects of similar scope as outlined in this RFP. Please ensure the contact information provided is up to date and accessible. Failure to furnish this information may be grounds for rejection of the proposal. • Banking References can be found on page 38-39 of the RFP Exceptions List any exceptions to be taken to the scope and/or Terms and Conditions within this RFP. • None