VP, Relationship Manager – WM

Ocean Bank

VP, Relationship Manager responsible for managing portfolios in Wealth Management Division. Originate business and provide solutions for clients' financial needs while ensuring compliance with regulations.

Posted 7/30/2026full-timeMiami • Florida • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client relationships and delivering tailored financial solutions, with a strong focus on compliance with Bank Secrecy Act/AML requirements and KYC documentation. Proficient in utilizing Microsoft 365 tools to enhance productivity and support business development activities.

Highest-signal resume keywords

Bank Secrecy Act/AML KnowledgeKYC Documentation CompletionClient Relationship ManagementSales Team CollaborationFinancial Product Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Banking OperationsLoan OriginationPortfolio ManagementCross-Selling Banking ProductsCredit Training

Soft Skills

Organizational SkillsInterpersonal SkillsTime ManagementWritten CommunicationVerbal Communication

Tools & Technologies

Microsoft 365ExcelWordOutlookClient Relationship Tools

Industry Keywords

International BankingWealth ManagementDeposit GrowthLoan ProductionCustomer Service Advocacy

About the role

Key responsibilities & impact

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, professional development, required training, and community/relationship-building activities that support business growth and the Bank’s presence in the market.

Requirements

What you’ll need

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.
In-depth 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.
Must be able to travel to meet prospective clients within a designated market to support deposit growth and loan production goals.
Preferable work experience in international/private banking branch environment.
Knowledge of the completion of KYC.
Must possess 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) and the ability to learn internal banking systems and client relationship tools.
Experience working in a sales team, and high-quality service advocacy.
Formal credit training and / or experience in commercial, consumer or real estate lending.

Benefits

Comp & perks

Professional development opportunities
Health insurance