Gold Relationship Manager I

BB Americas Bank; Brickell Hammock (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Disability Insurance

401(k) with match

Life Insurance

Mental health resources

Paid Time Off

Birthday PTO

Parental leave

Remote work up to 2 weeks

Wellhub membership

Hospital Indemnity / Critical Illness

Job summary

BB Americas Bank is seeking a Gold Relationship Manager I for our Brickell Branch in Miami, FL. This role focuses on managing a portfolio of affluent clients, driving deposits and loans, and delivering excellent banking solutions.

You will build strong client relationships, lead outreach, and collaborate with lending teams to ensure smooth loan processes while maintaining regulatory compliance. Bilingual abilities enhance client interaction.

Qualifications

• 2+ years banking or CSR experience.
• Strong client relationships and sales capability.
• Solid knowledge of banking products and regulatory requirements.
• Excellent communication and interpersonal skills.
• Proficient with banking systems and MS Office.
• Fluent in English and Spanish; Portuguese preferred.
• Strong organizational skills and multitasking in a fast-paced environment.
• HS diploma required; Bachelor's degree preferred.

Responsibilities

• Manage a client portfolio with deposits and loans targets.
• Drive growth via outbound calls, referrals, and cross-selling.
• Open and service personal and business accounts.
• Assist with deposits, loans, credit cards, wires, and maintenance.
• Coordinate with lending teams through the loan process.
• Process teller transactions per bank policies.
• Support branch operations and compliance initiatives.
• Maintain knowledge of products and regulatory standards (BSA/AML, CDD, EDD).
• Mentor branch staff and contribute to a high-performance culture.
• Meet or exceed sales, service, and relationship goals.

Skills

Banking experience

CSR experience

Client relationships

Regulatory compliance

Communication skills

MS Office

Spanish/English

Portuguese preferred

Organizational skills

Education

High school diploma

Bachelor's degree preferred

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Gold Relationship Manager I

Human Resources Full Time Miami, FL, US

4 days ago Requisition ID: 1001

About the job

Position Summary

BB Americas is seeking a Gold Relationship Manager for our Brickell Branch in Miami, 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 Spanish and English required; 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.