Job Description

We are seeking a Relationship Manager for a boutique bank in Miami.

Job Description:

  • Responsible for developing new business in the areas of deposit, loan, treasury, investment and wealth management. 
  • Targets both consumer and commercial relationships - focusing on affluent clients and business professionals.
  • Identifies and initiates sales opportunities as well as identifying and researching opportunities to build and develop new and existing relationships. 
  • Participates in client visits, branch sales development initiatives and activities to promote the growth of branch.   
  • Participates in external and internal branch and marketing activities and events.  Promotes a favorable image of the Bank when dealing with the business community.
  • Manages a client portfolio with a focus on deepening existing relationships and soliciting new business opportunities.   Cross-sells products and services.   Uncovers clients’ and prospects’ personal and/or commercial financial needs; determines appropriate products and services; recommends solutions to meet those needs.

Job Requirements: 

  • Associate degree with a business discipline; eight years of progressive banking experience, including branch sales; or equivalent combination of education and experience.
  • Strong knowledge of retail banking products and services and standard branch banking policies and procedures. 
  • Working knowledge and understanding of branch compliance, including KYC and CIP compliance requirements.
  • Strong organizational skills required to prioritize assignments and manage time.  Strong interpersonal and communication skills. 
  • Bilingual required (English & Spanish).