Gold Relationship Manager

BB Americas Bank; Florida; On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Great Place to Work recognition

Top tier benefits package

Remote work up to 2 weeks

401(k) with company match

Life Insurance

PTO

Birthday PTO

Maternity and Paternity Leave

Wellhub membership

Disability Insurance

Hospital Indemnity

Job summary

BB Americas Bank in Lighthouse Point, Florida is seeking a Gold Relationship Manager to grow a portfolio of affluent clients and deliver exceptional service. You will drive deposits and loans while cross-selling banking solutions and ensuring regulatory compliance.

This role requires 2+ years in banking or CSR, English fluency with Spanish/Portuguese preferred, and strong relationship-building and communication skills. Bachelor’s degree preferred; high school diploma required.

Qualifications

• Minimum 2 years banking or CSR experience.
• Strong client relationship and sales skills.
• English fluency; Spanish and/or Portuguese preferred.
• Knowledge of banking products and regulatory compliance.
• Proficient in MS Office and banking systems.

Responsibilities

• Manage a portfolio of affluent clients and drive deposit/loan growth.
• Cross-sell banking products and services.
• Open and service personal and business accounts.
• Assist with deposits, loans, credit cards, wires, and maintenance.
• Serve as liaison between customers and lending teams.
• Ensure compliance with bank policies and regulatory requirements.
• Mentor branch team members and foster a high-performance environment.
• Meet or exceed sales, service, and relationship goals.

Skills

Relationship building

Sales goals achievement

Communication skills

MS Office

Regulatory compliance knowledge

Multitasking

Education

High School Diploma or GED

Bachelor's degree preferred

Tools

Banking systems

Job description

BB Americas is seeking a Gold Relationship Manager for ourLighthouse Point branch in Florida to manage and grow a portfolio of affluent clients while delivering exceptional customer service and banking solutions. This role drives deposit and loan growth, strengthens client relationships through proactive outreach and cross-selling, and ensures compliance with all bank policies, procedures and regulatory requirements.

Key Responsibilities

• Manage a portfolio of clients with a minimum of $50K in deposits or $500K in residential loans.
• Promote portfolio growth through relationship management, outbound calling, referrals, and cross-selling of banking products and services.
• Open and service personal and business accounts while identifying opportunities for new business development.
• Assist customers with deposit products, loan applications, credit cards, wires, account maintenance, and other banking services.
• Serve as a liaison between customers and lending teams throughout the loan process.
• Process teller transactions accurately and in accordance with bank policies and procedures.
• Support branch operations, including opening/closing procedures, customer service initiatives, audit preparation, and compliance activities.
• Maintain thorough knowledge of bank products, services, and regulatory requirements, including BSA/AML, CDD, EDD, and Information Security standards.
• Help mentor and support branch team members while contributing to a collaborative, high-performance environment.
• Meet or exceed established sales, service, and relationship management goals.

Qualifications

• High School Diploma or GED required; Bachelor's degree preferred.
• Minimum of 2 years of banking or Customer Service Representative (CSR) experience required.
• Proven ability to build client relationships, generate business, and achieve sales goals.
• Strong knowledge of banking products, branch operations, and regulatory compliance requirements.
• Excellent communication and interpersonal skills.
• Proficiency with banking systems and Microsoft Office applications.
• Fluency in English required; Spanish and/or Portuguese highly preferred.
• Strong organizational skills, attention to detail, professionalism, and ability to multitask in a fast-paced environment.

Why Join Us?

• At BB Americas Bank, we take pride in being recognized as a Great Place to Work® for three consecutive years and in creating a workplace where our employees feel supported, valued, and empowered to grow.
• Top tier benefits package and ongoing professional development opportunities.
• Opportunity to work alongside experienced compliance professionals in a highly visible leadership role.
• Career growth in an organization committed to integrity, innovation, and regulatory excellence.

Some of the benefits our employees enjoy include:

• Company-paid Short and Long-Term Disability Insurance.
• 401(k) plan with company match eligibility.
• Company Life Insurance.
• Mental health resources and telehealth support.
• Paid Time Off (PTO) – Generous paid leave benefits promoting work-life balance.
• Birthday PTO – a day to celebrate You!
• Maternity and Paternity Leave.
• Up to 2 weeks of remote work to care for a family member with medical needs.
• Wellhub membership.
• Hospital Indemnity, Accident & Critical Illness coverage options.

BB Americas Bank is an Equal Opportunity Employer committed to providing equal employment opportunities to all qualified applicants and employees without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state, or local law.