VP, Relationship Manager – PCS

Ocean Bank

VP Relationship Manager in Private Client Services responsible for developing clientele through commercial lending efforts. Focused on business growth and relationship management in Miami, Florida.

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

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in commercial lending and relationship management, with a strong focus on client acquisition and retention in Wealth Management. Proficient in banking operations, compliance regulations, and maintaining high-quality service standards for high-net worth clients.

Highest-signal resume keywords

Commercial LendingRelationship ManagementBank Secrecy Act/AML ComplianceKYC Client Profile ManagementSales Team Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Commercial BankingProduct SalesPayment ProcessingOverdraft ManagementLoan ManagementAccount MonitoringDue DiligenceClient Portfolio ManagementBank OperationsFinancial Analysis

Soft Skills

Organizational SkillsInterpersonal SkillsTime ManagementWritten CommunicationVerbal Communication

Tools & Technologies

MS ExcelMS WordMS Outlook

Industry Keywords

Wealth ManagementPrivate Client ServicesHigh-Net Worth ClientsBanking LawsCompliance Regulations

About the role

Key responsibilities & impact

Responsible for developing Wealth Management / Private Client Services clientele through commercial lending business development efforts.
Drive business growth by leading commercial loan production and relationship management efforts for the assigned market.
Prospect and meet regularly with potential customers outside of the office to originate commercial loan opportunities.
Uncover potential sales opportunities such as relationship expansion, account additions, and other products and services within an established portfolio.
Monitoring account activity as well as managing accounts in uncollected or overdraft status.
Ensure that customer profile information and documentation remain current.
Monitor overdrawn and uncollected accounts.
Manage past due loan payments.
Perform due diligence on BSA/KYC write-ups and profile; conduct customer interviews.
Ensure efficiency with customers’ accounts in all their bank products.
Identify and analyze new products and/or initiatives that would enhance the service provided to the customer.

Requirements

What you’ll need

Bachelor’s Degree in Business Administration, Accounting or Finance.
Five (5) years of banking-related experience in product sales and commercial lending.
Knowledgeable in bank operations, new accounts, relationship management, payment processing, wire transfers, debits/credits, overdraft/uncollected management, past due loan management, and related activities.
Ability to visit prospective clients within a designated market area to achieve sales objectives is required.
Advanced understanding and experience with commercial banking or private banking relationships.
Experience interacting with high-net worth clients.
In-depth knowledge of the Bank Secrecy Act/AML and related regulations.
Experience working in a sales team with high-quality service advocacy.
Knowledge of how to complete and maintain a comprehensive KYC client profile.
An in-depth understanding of banking laws and applicable compliance regulations.
Established contact or client portfolio.
Excellent organizational, interpersonal, time management, written and verbal communication skills (English and Spanish).
Computer proficiency in MS Software (e.g. Excel, Word, and Outlook).

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities