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VP, Relationship Manager
2 months ago
Job Summary:
The VP, Relationship Manager in the Private Client Services Department at Ocean Bank is primarily responsible for attracting and developing new business relationships for the bank and its subsidiaries.
Key Responsibilities:
- Identify and pursue new business opportunities to achieve sales objectives.
- Monitor account activity and manage accounts in uncollected or overdraft status.
- Take applications, gather required documentation and financial information, and work with department management and the credit underwriting teams and credit committees to move deals from application to closing.
- Comply with all related CIP and BSA/AML requirements and adhere to Bank policies, procedures, and regulations.
Requirements:
- Bachelor's Degree or equivalent in Business Administration, Accounting, or Finance with five (5) years of banking-related experience, or Associate's degree with a minimum of seven (7) years banking-related experience in product sales and service to customers in commercial or international/private banking.
- Knowledgeable regarding bank operations, new accounts, relationship management, payment processing, wire transfers, debits/credits, overdraft/uncollected management, past due loan management, and related activities.
- Ability to visit prospective clients within a designated market area to achieve sales objectives.
- 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 (English and Spanish) skills.
- 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/AML and related regulations.
- Knowledge of how to complete and maintain a comprehensive KYC client profile.
- An in-depth understanding of banking laws and applicable compliance regulations.
- An established contact or client portfolio.
- Series 7 license preferred.