VP; Relationship Manager - WM

Job description

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