VP, Relationship Manager- PCS

The VP; Relationship Manager in the Private Client Services Department, is primarily responsible for attracting and developing new personal and commercial deposits, loan and investment relationships for Ocean Bank and its subsidiaries.  

This position pursues opportunities to expand existing relationships by meeting with potential customers, through business development calling or networking events, to offer additional accounts or products and services, supporting overall business development goals. Complies with all related CIP and BSA/AML requirements; adheres to Bank policies, procedures and regulations.

Education/Experience:

Requirements

1. Bachelor’s Degree in Business Administration, Accounting or Finance.
2. Five (5) years of banking-related experience in product sales and lending.
3. Knowledgeable in bank operations, new accounts, relationship management, payment processing, wire transfers, debits/credits, overdraft/uncollected management, past due loan management, and related activities. 
4. Ability to visit prospective clients within a designated market area to achieve sales objectives is required. 
5. Combination of education and experience will be considered. 

Soft Skills

1. Advanced understanding and experience with commercial banking or private banking relationships and experience interacting with high-net worth clients.
2. An in-depth knowledge of the Bank Secrecy Act/AML and related regulations is required.
3. Experience working in a sales team with high quality service advocacy.
4. Knowledge of how to complete and maintain a comprehensive KYC client profile is required.
5. An in-depth understanding of banking laws and applicable compliance regulations is required. 
6. An established contact or client portfolio is required.
7. Must possess excellent organizational, interpersonal, time management, written and verbal communication (English and Spanish) skills. 
8. Computer proficiency in MS Software (e.g. Excel, Word, and Outlook). 

Preferred Experience

• Associate’s degree with a minimum of seven (7) years banking-related experience in product sales and sales servicing to customers in commercial or international/private banking.

Licenses/Certifications

• Investment licensing Series 7 preferred.