Ocean Bank · 1 day ago
VP; Branch Manager
Orlando, FL
Full-time
Onsite
Mid, Senior Level
7+ years expOcean Bank is seeking a VP; Branch Manager for their Orlando Branch, responsible for managing branch operations and overseeing lending and deposit activities. The role includes driving growth, building client relationships, and ensuring compliance with banking regulations.
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Responsibilities
Drive growth & profitability. Oversee lending and deposit gathering, generate branch profitability through new business development, and expand revenues from existing clients via account additions and cross‑sell of bank services
Sell & build relationships. Proactively profile clients to identify needs and position appropriate bank products, establishing productive deposit and lending relationships
Own portfolio health. Maintain a service loan portfolio; minimize loan/non‑loan/miscellaneous losses; and manage controllable expenses
Credit decisioning. Interview loan applicants, render credit decisions within authority, and ensure complete, accurate documentation
Account onboarding. Interview new‑account prospects to gather required information and open personal/business accounts with proper documentation
KYC / BSA/AML. Complete KYC forms in X‑Pert AML applications and comply with all CIP and BSA/AML requirements
Payments oversight. Approve/decline checks for overdraft and uncollected funds within designated limits; review and approve branch and portfolio O/D and Uncollected positions
Cash & wires control. Review cash transactions; review/approve all outgoing wire transfers in conjunction with the Operations Officer, following Bank policy
Customer experience. Monitor customer comments, respond appropriately, correct deficiencies, and capitalize on opportunities
Lead the team. Align staff priorities/objectives with Bank goals, communicate effectively, and coach officers/employees’ professional development
Coordinate delivery of quality customer service, counsel employees on service performance, and promote a participative, high‑engagement environment
Research and resolve issues arising from branch operations; actively manage your own portfolio customers
Lead by example; train, motivate, and supervise staff to achieve individual and branch goals
Conduct follow‑up on audit findings; resolve customer complaints; prepare monthly branch reports for the Regional Manager
Ensure compliance with applicable federal and state law and regulations at all times
Qualification
Required
An associate's degree in a related field of study such as Accounting or Finance
7+ years of banking experience in products sales and lending, specifically related to attracting and servicing customers
With an established portfolio of banking relationships
Supervisory experience
Must be able to travel and visit prospective new clients within a designated area to increase depository and loan production/sales goals
Must be knowledgeable of internal bank operations (wire transfers, debits/credits and loan payments) and bank products to cross sell
Must possess excellent organizational, interpersonal, verbal and written communication skills
Oriented towards providing excellent customer service
Must have leadership abilities to lead projects; manage a team; ability to lead and drive initiatives; ability to manage multiple tasks and projects
Computer knowledge in MS Office Software (e.g. Excel, Word, Power Point and Outlook)
Knowledge of banking laws and applicable compliance regulations and on the completion of Know Your Customer (KYC)
Preferred
Bachelor's Degree or Equivalent in a related field of study such as Accounting or Finance with
5+ years of banking related experience in product sales and lending with an established portfolio of banking relationships
Company
Ocean Bank
Ocean Bank is independent state-chartered commercial bank.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Vanessa Lugo Anseume, CPA
SVP & Operating Chief Financial Officer
Curry Terry
EVP and Chief Operating Officer
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