Senior Relationship Banker

4 weeks ago


Miami, United States Ocean Bank Full time

Job Summary:

The Senior Relationship Banker will be responsible for developing and maintaining strong relationships with high-net worth clients and commercial deposit, loan, and investment relationships for Ocean Bank and its subsidiaries.

Key Responsibilities:

  • Identify and pursue new business opportunities to achieve sales objectives and grow existing relationships.
  • Monitor account activity, manage accounts in uncollected or overdraft status, and work with department management and credit underwriting teams to move deals from application to closing.
  • Comply with all related CIP and BSA/AML requirements and adhere to Bank policies, procedures, and regulations.
  • Develop and maintain a comprehensive knowledge of bank operations, new accounts, relationship management, payment processing, wire transfers, debits/credits, overdraft/uncollected management, past due loan management, and related activities.
  • Provide exceptional customer service and build strong relationships with clients to achieve business development goals.

Requirements:

  • Bachelor's Degree in Business Administration, Accounting, or Finance with five years of banking-related experience, or Associate's degree with a minimum of seven years of banking-related experience in product sales and service to customers in commercial or international/private banking.
  • Advanced understanding and experience with commercial banking or private banking relationships and experience interacting with high-net worth clients.
  • Excellent organizational, interpersonal, time management, written, and verbal communication skills, with proficiency in MS Software (e.g., Excel, Word, and Outlook).
  • Experience working in a sales team with a high-quality service advocacy and an in-depth knowledge of the Bank Secrecy Act/AML and related regulations.

Work Environment:

This role offers a hybrid work arrangement from Miami, Florida, United States, allowing for a balance of remote and in-office work.



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