VP; Relationship Manager - WM
Ocean BankMiami, Florida, United States
Posted November 8, 2023
Full Time
About the Company
Ocean Bank is one of the largest independently owned commercial banks in Florida, headquartered in Miami-Dade County. Founded in 1982, Ocean Bank prides itself on offering personalized attention to its customers through dedicated personal bankers and account officers who prioritize their financial needs and interests. The bank aims to be a financially sound leader in the Southern Florida market by meeting the broad financial requirements of local businesses, families, and select customer groups with exceptional quality products and professional service.
Job Description
The VP, Relationship Manager in Wealth Management Brickell is responsible for attracting new clients and identifying potential prospects within established portfolio in order to meet business development goals. This position will generate revenues from new and existing clients through account additions and cross-selling other products, including lending and investment products.
Requirements
- Bachelor's Degree or equivalent in Business Administration, Accounting or Finance
- Five (5) years of banking related experience in product sales and servicing customers in international/private banking branch operations
- Series 6, 7, 65, or 66 securities license(s), and/or the State of Florida 2-14 or 2-15 insurance license(s) highly preferred
- Formal credit training and/or experience in commercial, consumer or real estate lending a plus
- Excellent organizational, interpersonal, time management, written and verbal communication skills
Benefits
- 401k Matching
- Generous Paid Time Off
- Retirement Plan
- Tuition Reimbursement
