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VP; Relationship Manager - WM

Ocean Bank · Miami, FL, US

External listingfull-timeabout 2 years ago

About The Role

The VP, Relationship Manager in the Wealth Management Division, is responsible for growing and servicing a portfolio by delivering consultative client experience, deepening relationships, and originating new business through referrals, prospecting, and relationship reviews while delivering deposit, lending, investment, and insurance solutions in partnership with internal teams across Ocean Bank and its subsidiaries. The position ensures compliance with CIP, BSA/AML, and KYC requirements and follows all Bank policies and regulatory standards.

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