Growth-Focused Affluent Relationship Manager I

BB Americas Bank; Brickell Hammock (FL); Vor Ort; USD 65.000 - 90.000; Vollzeit

Benefits dieser Stelle

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

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Banking experience

CSR experience

Client relationships

Regulatory compliance

Communication skills

MS Office

Spanish/English

Portuguese preferred

Organizational skills

Ausbildung

High school diploma

Bachelor's degree preferred

Jobbeschreibung

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.