AVP – Relationship Manager

ComplyRight, Inc.

AVP; Relationship Manager in International Banking Center responsible for attracting new clients and managing portfolios. Focused on business development and providing high customer service levels.

Posted 6/30/2026full-timeMiami • Florida • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing depository accounts and corporate loan portfolios while providing exceptional customer service. Proficient in BSA/KYC compliance and cross-selling banking products to enhance client relationships and achieve sales goals.

Highest-signal resume keywords

Bank Secrecy Act/AML KnowledgeCustomer Service ExcellenceProactive Sales ExperienceKYC Completion ExpertiseBanking Operations Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio ManagementLoan Closing DocumentationCross-Selling Banking ProductsClient Relationship ManagementBanking Compliance Regulations

Soft Skills

Organizational SkillsInterpersonal SkillsTime ManagementWritten CommunicationVerbal Communication

Tools & Technologies

MS ExcelMS WordMS Outlook

Certifications & Qualifications

Bachelor’s Degree in Business AdministrationSeries 6 or 7 Securities License

Industry Keywords

International BankingRetail BankingPrivate BankingDepository AccountsLoan Production

About the role

Key responsibilities & impact

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.
Monitor overdrawn and uncollected accounts.
Manage past due loan payments.
Develop business to include new and existing customers from $50,000 and above.
Negotiate deals through meetings and site visitations.
Cross sell other products, which may be suitable to their needs.
Respond to incoming customer inquiries and requests in a timely manner, providing a high level of service.
Handle customer telephone questions and complaints in a professional manner.
Perform due diligence on the BSA/KYC (Know Your Customer) write-ups and profile; conducts customer interviews to profile them as well as to comply with BSA, KYC and other bank’s policies and procedures.
Respond to BSA requests.
Adhere to Bank policies and procedures.
Keep supervisor informed of area activities and significant problems.

Requirements

What you’ll need

Bachelor’s Degree or equivalent in Business Administration, Accounting or Finance
Minimum of four (4) years of banking related experience in product sales and servicing customers in international/retail banking branch operations OR Associate’s degree with a minimum of six (6) years experience directly related to proactive sales and servicing customers in international/retail banking branch operations.
An established client portfolio preferred but not required.
Knowledgeable on internal bank operations (new accounts, wire transfers, debits/credits) and banking products to cross-sell.
Must be able to travel and visit prospected new clients within a designated area to increase depository and loan production/sales goals.
In-depth knowledge of Bank Secrecy Act/AML requirements is required.
Preferable work experience in international/retail/private banking branch environment.
Series 6 or 7 securities licensed is preferred.
Must possess excellent organizational, interpersonal, time management, written and verbal communication (English and Spanish) skills.
Computer proficiency in MS Software (e.g. Excel, Word, and Outlook).
Knowledge on the completion of KYC is required.
Understanding of banking laws and applicable compliance regulations is preferred.

Benefits

Comp & perks

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Attend development trainings to continuously enhance skills; either web based or classroom.
Maintain excellent open lines of communication with assistants, officers, management and support areas.
Ensure efficiency with customers’ accounts in all their bank products.
Complete required reports and records accurately and promptly.