This position is no longer accepting applications
Closed on April 24, 2026.
VP, Relationship Manager- PCS
Manager
Banking
Business Development
Client Relations
Client Service
Compliance
Credit
Credit Analysis
CRM
Financial Analysis
Financial Services
Internal Controls
Leadership
Lending
Management
Microsoft Excel
Microsoft Office
Portfolio Management
Private Client Services
Regulatory Compliance
Relationship Management
Relationship Management
Risk Management
Sales
Underwriting
VP
View similar jobs
Get alerted when similar jobs are posted — set up a job alert from the homepage.
See other roles at Ocean Bank.
Job Description
Ocean Bank seeks a VP, Relationship Manager- PCS for a hybrid role based in Miami, FL, within Private Client Services.
Responsibilities
- Drive business growth by leading the service delivery model strategy for their respective market.
- For new loan opportunities, take applications, gather required documentation and financial information, and collaborate with department management, credit underwriting teams, and credit committees to move deals from application to closing.
- Manage and review active loan portfolios to ensure past due loans and technical exceptions stay within Ocean Bank’s loan policy acceptable levels; ensure timely performance of loan annual reviews.
- Monitor overdrawn and uncollected accounts and manage past due loan payments.
- For deposit relationships, monitor account activity and manage accounts in uncollected or overdraft status.
- Ensure customer profile information and documentation remain current, including W-9 and W-8BEN, CIP documentation, core and supporting bank documents, updated financial statements, client profile information, and other support documentation.
- Perform due diligence on BSA/KYC write-ups and profiles; conduct customer interviews to profile clients and to comply with BSA, KYC and other bank policies; respond to BSA requests.
- Ensure efficiency with customers’ accounts across all bank products.
- Continually identify and analyze new products or initiatives that would enhance the service provided to the customer.
Requirements
- Bachelor’s Degree in Business Administration, Accounting or Finance.
- Five years of banking-related experience in product sales and 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.
- Combination of education and experience will be considered.
Technologies
- Excel
- Word
- Outlook
Soft Skills
- Advanced understanding and experience with commercial banking or private banking relationships and 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.
- Ability to visit prospective clients within a designated market area to achieve sales objectives.
- Knowledge of how to complete and maintain a comprehensive KYC client profile.
- Strong understanding of banking laws and applicable compliance regulations.
- Established contact or client portfolio is required.
- Excellent organizational, interpersonal, time management, written and verbal communication skills (English and Spanish).
- Proficiency in MS Office applications.
Preferred Experience
- Associate’s degree with a minimum of seven years banking-related experience in product sales and sales servicing to customers in commercial or international/private banking.
Licenses and Certifications
- Investment licensing Series 7 preferred.
Similar Jobs
