Gold Relationship Manager – Remote Banking Growth

Banco-Do-Brasi; Florida; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Great Place to Work

401(k) with company match

Remote work up to 2 weeks

Medical, Dental & Vision

Wellbeing resources

Job summary

BB Americas Bank is seeking a Gold Relationship Manager 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.

You will mentor branch staff, open and service personal and business accounts, cross-sell banking products, and

Qualifications

• 2 years banking or CSR experience.
• Strong client relationships and sales history.
• Knowledge of banking products, operations, and compliance.
• Excellent communication and interpersonal skills.
• Fluency in English; Spanish/Portuguese preferred.
• Proficiency with banking systems and MS Office.

Responsibilities

• Manage a portfolio of clients with deposits ≥ $50K or loans ≥ $500K.
• Grow deposits and loans through relationship management and referrals.
• Open and service personal and business accounts.
• Assist customers with deposits, loans, credit cards, wires, and account maintenance.
• Liaise between customers and lending teams throughout loan processes.
• Process teller transactions per bank policies.
• Support branch operations and compliance activities.
• Maintain knowledge of products and regulatory requirements.
• Mentor branch team and contribute to a high-performance environment.
• Meet or exceed sales, service, and relationship goals.

Skills

Relationship management

Customer service

Cross-selling

Banking products

English fluency

Spanish/Portuguese

MS Office

Communication skills

Education

High School diploma or GED

Bachelor's degree

Tools

Banking systems

Microsoft Office

CRM systems

Job description

BB Americas Bank is seeking a Gold Relationship Manager 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.

You will mentor branch staff, open and service personal and business accounts, cross-sell banking products, and