AVP; Relationship Manager - IBC
Ocean Bank · Miami, Florida, US
Overview The AVP; Relationship Manager in the International Banking Center is responsible for attracting new clients & identifying potential prospects within...
Job description
Overview The AVP; Relationship Manager in the International Banking Center is responsible for attracting new clients & identifying potential prospects within established portfolio in order to meet business development goals. Generate revenues from new and existing clients through account additions and cross-selling other products, including referrals of investment opportunities to a FINRA licensed advisor in OFS. Must comply with all related CIP and BSA/AML requirements; adhere to Bank policies, procedures and regulations. Responsibilities: These duties and responsibilities are representative of those that must be met by an employee to successfully perform the essential job functions of this job, although additional ones may be required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - Manage a portfolio of depository accounts, corporate loan portfolio and customer’s financial needs in general. - Provide high level of personal customer service and maintains favorable customer relations. Service customers by phone, e-mail or in person. - Obtain documentation for closing loans; Organize scheduling and closings. - Moni...