ComplyRight, Inc.

VP, Relationship Manager – WM

ComplyRight, Inc.

full-time

Posted on:

Location Type: Hybrid

Location: Miami • Florida • United States

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Job Level

Lead

About the role

  • 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 funding
  • Monitor and resolve account exceptions and past-due activity in accordance with Bank procedures and escalation standards
  • Complete and maintain BSA/KYC documentation (including CDD/EDD, as applicable) and perform periodic client profile reviews
  • Provide management with regular updates on portfolio performance, pipeline activity, client matters, and risk items
  • Travel within your designated market to meet prospective clients and support business development activities
  • Participate in bank initiatives

Requirements

  • Bachelor’s Degree or equivalent in Business Administration, Accounting or Finance
  • 5+ years of banking related experience in product sales and servicing customers in international/wealth management branch operations
  • Knowledge of Bank Secrecy Act/AML requirements
  • Knowledge of internal bank operations (new accounts, wire transfers, debits/credits) and banking and/or investment products to cross-sell
  • Soft Skills: Excellent organizational, interpersonal, time management, written and verbal communication (English and Spanish) skills
  • Proficiency with Microsoft 365 and related productivity tools (e.g., Excel, Word, Outlook)
  • Preferable work experience in international/private banking branch environment
  • Knowledge of the completion of KYC
  • Must be able to travel to meet prospective clients within a designated market to support deposit growth and loan production goals
Benefits
  • Professional development
  • Community/relationship-building activities
  • Required training
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
banking operationsproduct salescustomer servicingKYCCDDEDDAMLloan originationportfolio managementrisk management
Soft Skills
organizational skillsinterpersonal skillstime managementwritten communicationverbal communicationbilingual (English and Spanish)
Certifications
Bachelor’s Degree in Business AdministrationBachelor’s Degree in AccountingBachelor’s Degree in Finance