Relationship Manager
3 weeks ago
The VP, Relationship Manager in the Private Client Services Department is primarily responsible for attracting and developing new personal and commercial deposit, loan and investment relationships for Ocean Bank and its subsidiaries. The position may also be asked to uncover potential sales opportunities such as account additions and other products and services within an established portfolio in order to help achieve business development goals.
Responsibilities
For deposit relationships, the position will be responsible for monitoring account activity as well as managing accounts in uncollected or overdraft status. For new loan opportunities, the position will take applications, gather required documentation and financial information, and will work with department management and the credit underwriting teams and credit committees to move deals from application to closing. Once loans are closed, the position will manage annual reviews / renewals, past due payments as well as pending / delinquent documentation. This position will perform all required customer due diligence, including customer interviews and document gathering, know your customer profiles, enhanced due diligence when applicable, and other related activities in order to comply with all BSA, KYC, bank policies, procedures, as well as relevant laws, rules and regulations. Once relationships are established, the position responds to BSA requests and ensures that all customer profile information and documentation remains current. This may include, but is not limited to, W-9 and W-8BEN, CIP documentation (drivers licenses, passports), core and supporting bank documents, updated financial statements and information, client profile information, and other support documentation. The position will remain current on competitive strategies and best practices within the financial services industry. To do this, the position will network with internal resources and external partners and will conduct research to ensure subject matter expertise and the ability to proactively respond to market changes and opportunities.
Qualifications
- Bachelor's Degree or equivalent in Business Administration, Accounting or Finance with five (5) years of banking-related experience, OR an Associate's degree with a minimum of seven (7) years of banking-related experience, in product sales and service to customers in a commercial or private banking / international private banking sales team.
- Knowledgeable regarding bank operations, new accounts, relationship management, payment processing, wire transfers, debits/credits, overdraft / uncollected management, past due loan management, and related activities.
- Must be able to visit prospective clients within a designated market area in order to achieve sales objectives.
- Strong understanding of business development techniques and strategies, appropriate banking products for a given client profile, new and emerging bank products and services, and trends within the financial services industry.
- Advanced understanding and experience with commercial banking or private banking relationships and experience interacting with high-net worth individuals and families a plus.
- Must possess excellent organizational, interpersonal, time management, written and verbal communication skills. Spanish skills a plus.
- Computer proficiency in MS Software (e.g. Excel, Word, and Outlook).
- Experience working in a sales team with a high-quality service advocacy.
- An in-depth knowledge of the Bank Secrecy Act and related regulations is required.
- Knowledge on how to complete and maintain a comprehensive KYC client profile is required.
- An in-depth understanding of banking laws and applicable compliance regulations is preferred.
- An established contact or client portfolio is required.
- Investment licensing (series 7 or series 65 / 66 in active status) preferred.
Job Posting Locations
In this role you can work onsite from Miami, Florida, United States
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