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The Wealth Management Compliance Manager is responsible for developing, implementing, and overseeing the bank's compliance program related to the Bank's non-deposit investment products subsidiaries which are Ocean Financial Services, LLC (OFS), Ocean Financial Advisor, LLC (OFA) and Ocean Insurance Services (OIS).
The NDIP Client Onboarding Specialist is responsible for overseeing the efficient and compliant onboarding of new clients to the broker-dealer. Responsible for developing and implementing efficient onboarding procedures and workflows.
The Appraisal Operations Officer assists the Appraisal Department Manager with managing the overall activities and daily functions of the Appraisal Department.
The Payroll & Benefits Specialist is responsible for preparing and processing the Bank’s semi-monthly payroll and assists with administering the employees’ benefit plans.
Personal Banking Officer - (Brickell Branch) provides personalized support in all phases of customer service, client relationship building, and account maintenance to a Branch Manager or Relationship Manager. Responsible for acquiring, managing and growing relationships; executing sales activities for new and existing customers.
The Personal Banking Officer in the Wealth Management Division is responsible for providing personalized support in all phases of customer service, client relationship building, and account maintenance to Relationship Manager (s).
The VP; Branch Manager is responsible for managing the operations of a branch with the help of the Operations Officer, overseeing the lending and deposit gatherings for the branch, helping and guiding Relationship Managers with managing their own loan portfolio.
The Senior Dynamics Developer is responsible for understanding the business and how to apply/augment the IT application architecture to plan, design, build, and integrate state of the art Dynamics365 solutions for both internal and public-facing applications.
The VP, Relationship Manager in Wealth Management is responsible for attracting new clients and identifying potential prospects within established portfolio in order to meet business development goals.
The VP; Business Development Officer is responsible for business development and managing portfolios comprised of deposits and commercial loans.
The Contact Center is responsible for providing superior customer service with the yearning to help respond to inquiries from both internal and external customers, respectfully and professionally. Serves as the customer service telephone liaison for the Bank.
