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VP, Relationship Manager- PCS

VP, Relationship Manager- PCS

Ocean BankMiami, FL, US
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VP; Relationship Manager

The VP; Relationship Manager in the Private Client Services Department, is primarily responsible for attracting and developing new personal and commercial deposits, loan and investment relationships for Ocean Bank and its subsidiaries. This position pursues opportunities to expand existing relationships by meeting with potential customers, through business development calling or networking events, to offer additional accounts or products and services, supporting overall business development goals. Complies with all related CIP and BSA / AML requirements; adheres to Bank policies, procedures and regulations.

Responsibilities

  • Drive business growth by leading the service delivery model strategy for their respective market.
  • For new loan opportunities, 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.
  • Manage and review active loan portfolios, assuring the past due loans and technical exceptions are within Ocean Bank's loan policy acceptable levels. Also responsible for the timely performance of loan annual reviews.
  • Monitor overdrawn and uncollected accounts. Manage past due loan payments.
  • For deposit relationships, responsible for monitoring account activity as well as managing accounts in uncollected or overdraft status.
  • Ensure that the customer profile information and documentation remain 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.
  • Perform due diligence on the BSA / KYC (Know Your Customer) write-ups and profile; conduct customer interviews to profile them as well as to comply with BSA, KYC and other bank policies and procedures. Respond to BSA requests.
  • Ensure efficiency with customers' accounts in all their bank products.
  • Continually identify and analyze new products and / or initiatives that would enhance the service provided to the customer

Qualifications

Requirements

  • Bachelor's Degree in Business Administration, Accounting or Finance.
  • Five (5) years of banking-related experience in product sales and lending.
  • Knowledgeable in bank operations, new accounts, relationship management, payment processing, wire transfers, debits / credits, overdraft / uncollected management, past due loan management, and related activities.
  • Combination of education and experience will be considered.

    • Soft Skills

  • Advanced understanding and experience with commercial banking or private banking relationships and experience interacting with high-net worth clients.
  • An in-depth knowledge of the Bank Secrecy Act / AML and related regulations is required.
  • Experience working in a sales team with high quality service advocacy.
  • Must be able to visit prospective clients within a designated market area to achieve sales objectives.
  • Knowledge of how to complete and maintain a comprehensive KYC client profile is required.
  • An in-depth understanding of banking laws and applicable compliance regulations is required.
  • An established contact or client portfolio is required.
  • Must possess excellent organizational, interpersonal, time management, written and verbal communication (English and Spanish) skills.
  • Computer proficiency in MS Software (e.g. Excel, Word, and Outlook).

    • Preferred Experience

  • Associate's degree with a minimum of seven (7) years banking-related experience in product sales and sales servicing to customers in commercial or international / private banking.

    • Licenses / Certifications

  • Investment licensing Series 7 preferred.

    • Job Posting Locations

    In this role you can work hybrid from Miami, Florida, United States

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