VP; Relationship Manager - WM

oceanbank· Sales
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📍 Miami, FL, USFULL TIME

About this role

Overview

The VP, Relationship Manager in the Wealth Management Division, is responsible for growing and servicing a portfolio by delivering consultative client experience, deepening relationships, and originating new business through referrals, prospecting, and relationship reviews while delivering deposit, lending, investment, and insurance solutions in partnership with internal teams across Ocean Bank and its subsidiaries. The position ensures compliance with CIP, BSA/AML, and KYC requirements and follows all Bank policies and regulatory standards.

Responsibilities

  • Originate new business through disciplined prospecting, referrals, and relationship reviews.
  • Manage an assigned portfolio of relationships, including loans and deposit accounts, and provide proactive, holistic support for clients’ financial needs across the relationship.
  • Deliver timely, accurate, and solution-oriented service across phone, email, digital, and in-person channels.
  • Coordinate loan origination and closing activities, partnering with internal teams from documentation through funding.
  • Monitor and resolve account exceptions and past-due activity in accordance with Bank procedures and escalation standards.
  • Complete and maintain BSA/KYC documentation (including CDD/EDD, as applicable) and perform periodic client profile reviews.
  • Provide management with regular updates on portfolio performance, pipeline activity, client matters, and risk items.
  • Travel within your designated market to meet prospective clients and support business development activities.
  • Participate in bank initiatives, professional development, required training, and community/relationship-building activities that support business growth and the Bank’s presence in the market.

 

This position may be a dual employee with Ocean Financial Services, LLC (OFS), a FINRA and SEC registered broker dealer.

Qualifications

Education/Experience:

Requirements

  • Bachelor’s Degree or equivalent in Business Administration, Accounting or Finance.
  • 5+ years of banking related experience in product sales and servicing customers in international/wealth management branch operations.

    • Combination of education and experience will be considered. 

     

    Soft Skills

  • In-depth knowledge of Bank Secrecy Act/AML requirements.
  • Knowledge of internal bank operations (new accounts, wire transfers, debits/credits) and banking and/or investment products to cross-sell.
  • Must be able to travel to meet prospective clients within a designated market to support deposit growth and loan production goals.
  • Preferable work experience in international/private banking branch environment.
  • Knowledge of the completion of KYC.
  • Must possess excellent organizational, interpersonal, time management, written and verbal communication (English and Spanish) skills.
  • Proficiency with Microsoft 365 and related productivity tools (e.g., Excel, Word, Outlook) and the ability to learn internal banking systems and client relationship tools.
  • Experience working in a sales team, and high-quality service advocacy.

    •  

    Preferred Experience

    • Formal credit training and / or experience in commercial, consumer or real estate lending.
    • An established client portfolio.

     

    Licenses/Certifications

    • Series 6, 7, 65, or 66 securities license(s), and / or the State of Florida 2-14 or 2-15 insurance license(s) preferred.

    Job Posting Locations

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

    Frequently Asked Questions

    Is the salary disclosed for the VP; Relationship Manager - WM position at oceanbank?
    The salary for this VP; Relationship Manager - WM role at oceanbank is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
    Where is the VP; Relationship Manager - WM position at oceanbank located?
    This VP; Relationship Manager - WM role at oceanbank is based in Miami, FL, US. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
    Is the VP; Relationship Manager - WM role at oceanbank full-time or part-time?
    This is listed as a FULL TIME position. It is posted as a VP; Relationship Manager - WM role in the Sales department at oceanbank.
    Which team or department does the VP; Relationship Manager - WM at oceanbank belong to?
    This VP; Relationship Manager - WM position is part of the Sales department at oceanbank. See the full job description for more information about the team structure and responsibilities.
    How do I apply for the VP; Relationship Manager - WM position at oceanbank?
    Click the "Apply Now" button on this page. You will be redirected to oceanbank's official application portal hosted on icims where you can submit your application directly.
    When was the VP; Relationship Manager - WM job at oceanbank posted?
    This VP; Relationship Manager - WM position at oceanbank was posted on Jun 11, 2024. Apply as soon as possible — early applications are often reviewed first.
    VP; Relationship Manager - WM
    oceanbank
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    You'll be redirected to oceanbank's official application page on icims.