Relationship Manager

Join Florida Trend's #1 Medium-Sized Best Company to Work For. At Cypress Bank & Trust, The Cypress Way guides everything we do, from how we serve our clients to how we support one another. As a growing boutique bank serving high-net-worth individuals, families, and businesses, we offer a collaborative culture, opportunities for professional growth, and the chance to make a meaningful impact.

If you're looking to build your career with a team that values integrity, independent thinking, and excellence, we'd love to meet you. At Cypress Bank & Trust, we believe exceptional results start with exceptional people. Guided by The Cypress Way, our culture is built on integrity, independent thinking, teamwork, and a commitment to excellence.

We're proud to have recently been recognized as the #1 Medium-Sized Best Places to Work, a reflection of our people-first culture and shared dedication to serving our clients and communities. As we continue to expand, we're looking for talented individuals who want to be part of a high-performing team where their contributions truly make an impact.

Position Summary

The Relationship Manager is responsible for supporting and executing daily branch operations, driving deposit and loan growth, and maintaining comprehensive knowledge of the Bank’s products, services, policies, and procedures. This role requires strong leadership, client service skills, and the ability to uphold Cypress Bank & Trust’s Core Values and Quality Service Standards.

The Relationship Manager performs business development activities targeting small to medium‑sized businesses and professional clients, supports teller and new‑account functions, and recommends appropriate financial solutions. The role also assists trust officers with administrative and operational support for individual accounts.

Duties & Responsibilities Operational Leadership Oversee daily branch operations, including teller functions, new accounts, cash handling, and service processes. Ensure adherence to operational controls, risk mitigation practices, and regulatory requirements (BSA/AML/OFAC, Reg CC, Reg E). Manage cash operations, vault balancing, ATM/ITM processes (If Applicable), dual controls, and branch security.

Coordinate supplies, vendor relationships, property management, and building/office issues. Customer Service & Relationship Building Serve as an escalation point for complex customer issues, ensuring timely resolution. Reinforce and model best‑in‑class customer service standards. Support customer retention through proactive relationship‑building and needs‑based referrals.

Conduct outside business development calls targeting small to medium‑sized businesses and professionals. Sales & Business Development Assist in achieving branch sales and revenue goals through proactive client engagement. Identify client needs and recommend bank products and services, including deposit, lending, and digital banking solutions.

Support small business banking initiatives and drive referral activity. Participate in community outreach and local engagement efforts in partnership with the Senior Relationship Manager. Risk, Compliance & Audit Ensure branch compliance with all bank policies, procedures, state and federal regulations. Maintain audit‑ready documentation, logs, and internal controls.

Support audit preparation and remediation of findings. Team Support, Coaching & Leadership Assist with hiring, onboarding, and training branch staff. Provide ongoing coaching, developmental feedback, and reinforcement of performance expectations. Support staff scheduling to maintain adequate coverage and operational efficiency.

Serve as acting Senior Relationship Manager during absences or delegation. Supervisory Responsibilities Carry out supervisory responsibilities in accordance with bank policies and applicable laws. Support resolution of employee and client issues, ensuring branch compliance with BSA/AML/OFAC programs.

Qualifications

Bachelor’s degree (BA) or 1–2 years of relevant experience, or an equivalent combination of education and experience. Proficiency in Microsoft Office and CSI NuPoint Core System. Competencies Client Service – Promotes a positive image of the company; resolves customer issues. Leadership – Provides strong leadership; makes sound decisions; motivates others.

Interpersonal Skills – Builds strong relationships; flexible; works well with teams. Innovation – Applies creative thinking to emerging and existing situations. Sales Skills – Understands the marketplace; meets client needs; maintains effective closing techniques. Strategic Thinking – Contributes to vision and solution development.

Problem Solving & Decision Making – Defines problems, considers alternatives, and selects appropriate solutions. Ethics – Demonstrates honesty, accountability, and confidentiality. Technical Skills – Maintains current understanding of banking systems and technology. Job Knowledge – Understands products, policies, procedures, and branch operations.

Self‑Development – Pursues knowledge growth and increasing responsibility. Physical Demands & Work Environment Occasionally required to stand or walk; frequently required to sit. Regular use of hands, fingers, and communication (talking/hearing). Occasional bending, stooping, kneeling, or crawling. Work environment noise level is usually moderate.

Occasionally must lift and/or move up to 25 lbs. Vision requirements include close, distance, color, peripheral vision, depth perception, and ability to adjust focus. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements.

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.