Elite Banking Relationship Manager - Deposits & Loans

BB Americas Bank; Miami (FL); On-site; USD 65,000 - 95,000; Full time

Job summary

BB Americas Bank in Miami seeks a Gold Relationship Manager to deliver high-quality service, grow deposits and loans, and ensure compliance with bank policies. You will manage client portfolios, cross-sell products, perform outbound calls, and support branch operations while guiding customers through loan and account processes.

Ideal candidates will have strong relationship-building skills, experience in banking transactions, and a proactive approach to achieving monthly targets in a dynamic

Qualifications

• Manage a portfolio of clients with deposits or loans as specified.
• Cross-sell products through referrals and outbound calls.
• Provide high-quality customer service and banking transactions.
• Build and expand trusted client relationships across segments.

Responsibilities

• Manage a portfolio of clients with a minimum of $50K in deposits or $500k in residential loans.
• Cross-sell additional products via referrals and outbound calls; monitor relationship portfolio daily.
• Perform daily customer calls to meet stipulated goals.
• Provide excellent customer service while performing bank transactions and servicing.
• Offer loan products and liaise between customers and loan department.
• Support portfolio growth through outbound calls and events; cross-sell and refer to areas.
• Sell and service all bank products, achieve monthly goals, and solicit new relationships.
• Engage customers to promote portfolio growth and perform account services.

Skills

Portfolio management

Cross-selling

Outbound calls

Customer service

Relationship building

Communication

Banking transactions

Attention to detail

Education

High school diploma/GED

Bachelor's degree preferred

Job description

BB Americas Bank in Miami seeks a Gold Relationship Manager to deliver high-quality service, grow deposits and loans, and ensure compliance with bank policies. You will manage client portfolios, cross-sell products, perform outbound calls, and support branch operations while guiding customers through loan and account processes.

Ideal candidates will have strong relationship-building skills, experience in banking transactions, and a proactive approach to achieving monthly targets in a dynamic