The Knowledgeable in Client Banking • Boca Journal

Howard Levine, Govt Vice President, Head of Client Banking

Howard Levine, EVP, Head of Client Banking, oversees the Personal Consumer Group, Wealth Administration, Enterprise Banking, Retail Banking, and Amerant Mortgage. He has served in government positions in banks all through South Florida. 

Q: How have banks and banking modified over time, and the way has that impacted clients?

A: New know-how is the largest change that banking has skilled over time. The truth that you are able to do your banking on-line at this time, along with visiting a monetary heart, has modified the sport. Furthermore, cost providers like Zelle and Venmo have made cash motion instantaneous. These enhancements have allowed clients to “eat” banking in their very own method. 

Q: To what do you owe your longevity within the banking business? What recommendation do you’ve gotten for younger professionals within the business?

A: I attribute my longevity in banking to the truth that I get to satisfy very attention-grabbing folks every day. In my position, I get launched to the financial institution’s most subtle and profitable clients. I like listening to their tales about how they’ve achieved success of their fields. 

Q: How can banks keep aggressive on this troublesome market?

A: The continually evolving world of banking and finance has landed in a really attention-grabbing spot. How can we proceed to serve our clients whereas adapting to the technological adjustments that make banking much less private? Regardless of if charges are rising or inflation is affecting the market, customer support and relationship-driven partnerships should stay fixed—and are key. By providing personalised service, we will transcend being merely private—we rise to the extent of collaborative partnerships with every buyer.


This sponsored content material is from the February 2023 situation of Boca journal. For extra from this yr’s Ask the Consultants particular part, click on right here.

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