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The VP, Relationship Manager in the Private Client Services Department is primarily responsible for attracting and developing new personal and commercial deposit, loan and investment relationships for Ocean Bank and its subsidiaries.
Responsibilities:The position may also be asked to uncover potential sales opportunities such as account additions and other products and services within an established portfolio in order to help achieve business development goals. For deposit relationships, the position will be responsible for monitoring account activity as well as managing accounts in uncollected or overdraft status. For new loan opportunities, the position will take applications, gather required documentation and financial information, and will work with department management and the credit underwriting teams and credit committees to move deals from application to closing. Once loans are closed, the position will manage annual reviews / renewals, past due payments as well as pending / delinquent documentation. This position will perform all required customer due diligence, including customer interviews and document gathering, know your customer profiles, enhanced due diligence when applicable, and other related activities in order to comply with all BSA, KYC, bank policies, procedures, as well as relevant laws, rules and regulations. Once relationships are established, the position responds to BSA requests and ensures that all customer profile information and documentation remains 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. The position will remain current on competitive strategies and best practices within the financial services industry. To do this, the position will network with internal resources and external partners and will conduct research to ensure subject matter expertise and the ability to proactively respond to market changes and opportunities.
Qualifications:Full Time
$59k-78k (estimate)
06/22/2024
07/09/2024
oceanbank.com
DORAL, FL
500 - 1,000
1982
ALFONSO MACEDO
$50M - $200M
Banking
Ocean Bank is one of the largest independent commercial banks headquartered in Florida. Chartered in 1982, the bank operates a network of branches throughout Miami-Dade and Broward counties. Ocean Bank is an equal opportunity employer with more than 500 employees. Through the years, Ocean Bank has preserved the practice of nurturing a close and personal relationship with each customer. At Ocean Bank, a personal banker will guide you through financial decisions. In addition, an officer familiar with your accounts will answer all financial questions and expedite transactions, all with your best ...interest at heart. Ocean Bank aspires to be one of the most financially sound, profitable banks in the Southern Florida market. The bank will grow by meeting the broad financial needs of local businesses, families, and other select customer groups in a most personal and professional manner.
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The following is the career advancement route for Relationship Manager positions, which can be used as a reference in future career path planning. As a Relationship Manager, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Relationship Manager. You can explore the career advancement for a Relationship Manager below and select your interested title to get hiring information.
If you are interested in becoming a Relationship Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Relationship Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Relationship Manager job description and responsibilities
Analyzed personal and financial data to deepen current profitable client relationships while providing financial advice and counseling to all bank customers.
03/13/2022: Brownsville, TX
These relationship managers should be made use of for only banking transactions such as draft making, account statement etc.
02/06/2022: Long Beach, CA
Maintaining strong relationships with clients to build trust.
02/17/2022: Chico, CA
Too often a relationship manager fails to really understand the customers' business.
02/24/2022: New London, CT
Relationship Managers are responsible to build client relationships with various business clients and customers.
02/19/2022: Orange, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Relationship Manager jobs
Strong communication and coordination skills are needed for facilitating better relationships with clients and other partners.
12/19/2021: Cheyenne, WY
Complex relationships will be managed, structured, underwrited, negotiated, and secured with es structure, underwrite, negotiate and manage complex credit relationships.
02/15/2022: Alamogordo, NM
They must be friendly and customer service oriented to foster positive client relationships despite the high-stress circumstances when dealing with dissatisfaction.
03/12/2022: La Crosse, WI
Get comfortable speaking to people.
02/11/2022: Grand Rapids, MI
Following up with clients and delivering quality service to paid members and working closely to maintain a good rapport with them.
02/14/2022: Columbus, GA
Step 3: View the best colleges and universities for Relationship Manager.