VP, Relationship Manager- PCS
Ocean Bank · Miami, Florida, US
Overview The VP; Relationship Manager in the Private Client Services Department, is primarily responsible for attracting and developing new personal and comm...
Job description
Overview 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. Responsibilities: 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. - 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....