Ocean Bank
Relationship Manager (Finance)
Job ID 2019-1545
# of Openings 1 Job Locations US-FL-Miami Posted Date 6 hours ago (3/21/2019 7:59 PM) Category Sales
The Relationship Manager is responsible for attracting new clients & identifying potential prospects within established portfolio in order to meet business development goals. Candidate will manage corporate loan portfolio, depository accounts, and customers' financial needs including related depository relationships; develop business to include new and existing customers; negotiates deals through meetings and site visitations. Prospect and meet with potential customers and sells loan products and services; responsible to cross sells other products which may be suitable to the customers' needs. Manage loan packages through the process of application, underwriting, credit approval, and closings; provide preliminary credit and financial risk analyses and address management issues related to loans/deals; present new loans to loan committee. Additionally, this position monitors overdrawn and uncollected accounts, rotate on opening and closing branch schedules; provide Senior Management reports, presentations, and internal projects as requested. This position must comply with all related CIP and BSA/AML requirements; adheres to Bank policies, procedures and regulations.
Knowledge and Skills Requirements:
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