Senior Relationship Manager

2 weeks ago

Melbourne, United States Cypress Bank & Trust Full time

Overview:

Cypress Bank & Trust was originally founded as a Florida Chartered boutique corporate fiduciary in Palm Beach, FL in 1996 and transitioned to a bank and trust company in August 2021. We currently have four full-service offices throughout the state of Florida with additional trust offices in Winter Haven and Naples. In addition to providing trust and investment advisory services, Cypress Bank & Trust offers a complete array of personal and commercial banking services intended to meet all our client’s holistic, financial needs including providing personalized, tailored solutions. At Cypress Bank & Trust, we believe in providing services to meet all the needs of our clients.

Cypress Bank & Trust is seeking a seasoned Senior Vice President, Senior Relationship Manager to oversee the operational, security, and lending functions of Melbourne, Vero, Jacksonville and Palm Beach. This role is integral to managing branch operations, developing client relationships, and driving business growth within specific market areas.


Key Responsibilities:

 · Manage client relationships, including complex problem resolution, complaint handling, and ensuring high standards of client service in line with the bank’s core values.

·  Lead and foster collaboration across all business lines, ensuring a cohesive approach to client service and operational efficiency.

·  Oversee all branch banking functions including teller services, vault management, and new account openings.

·  Support client use of online banking products through training, installation assistance, and troubleshooting.

·  Achieve targets for growth and profitability, managing expenses, and generating fee income.

·  Direct and administer the operational and security aspects of branch functions, ensuring efficient management and compliance with all regulatory requirements.

·  Supervise, train, and manage Personal Bankers across all banking centers, enhancing their performance through strategic coaching and support.

·  Demonstrate comprehensive knowledge of the bank’s products, services, and policies, and effectively communicate these to both staff and clients.

·  Drive business development initiatives targeting small to medium-sized businesses and professional clients, recommending financial products and services that meet their specific needs.

    

Supervisory Responsibilities:

·  Oversee hiring, training, and management of Personal Bankers, setting performance standards and evaluating employee effectiveness.

·  Ensure adherence to the Bank’s policies and applicable laws, including BSA/AML/OFAC compliance, Community Reinvestment Act, and Equal Employment Opportunity regulations.

 

Must haves:

·  Bachelor’s Degree in a relevant field or equivalent professional experience.

·  Proficient in Microsoft Office and CSI NuPoint Core System.

·  Demonstrated leadership in banking operations with a strong focus on client service and business development.

·  Excellent interpersonal, problem-solving, and decision-making skills.

Competencies:

·   Leadership: Strong leadership qualities including decision-making, motivation, and creating a positive work environment.

·   Client Service: Commitment to resolving client issues and promoting a positive image of the company.

·   Innovation: Ability to apply creative thinking to enhance business practices and client solutions.

·   Sales and Strategic Thinking: Strong sales skills and ability to align business initiatives with corporate objectives.

·   Technical and Job Knowledge: Deep understanding of banking processes and technology.

Why Work Here?

  • Financially strong and growing company
  • Personal growth potential
  • Great company culture
  • Generous PTO schedule in addition to bank holidays
  • Benefits:
  • Health (Employer-paid coverage for employee, eligible the first month after the date of hire.)
  • Dental
  • Vision
  • Life Insurance (company paid)
  • Additional voluntary Life Insurance
  • Short Term Disability
  • Long Term Disability
  • LifeLock
  • 401K


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