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Senior Relationship Manager

2 months ago

Miami FL USA, United States Ocean Bank Full time
Job Summary

The VP, Relationship Manager in the Private Client Services Department at Ocean Bank is responsible for developing and maintaining high-value relationships with personal and commercial clients. This role requires a strong understanding of commercial banking and private banking relationships, as well as excellent communication and interpersonal skills.

Key Responsibilities
  • Identify and pursue new business opportunities to drive growth and revenue for Ocean Bank.
  • Manage and maintain existing client relationships to ensure customer satisfaction and retention.
  • Collaborate with cross-functional teams to develop and implement sales strategies and tactics.
  • Stay up-to-date on industry trends and regulatory requirements to ensure compliance and risk management.
Requirements
  • Bachelor's degree in Business Administration, Accounting, or Finance, or equivalent experience.
  • At least 5 years of experience in commercial banking or private banking, with a proven track record of success in relationship management and sales.
  • Excellent communication, interpersonal, and organizational skills.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
  • Proficiency in MS Office and other relevant software applications.
Preferred Qualifications
  • Series 7 license.
  • Experience working in a sales team with a high-quality service advocacy.
  • Knowledge of the Bank Secrecy Act/AML and related regulations.
Work Environment

This role offers a hybrid work arrangement, with the option to work from Miami, Florida, and other designated locations.