Senior Relationship Leader, SVP

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.

Overview

Cypress Bank & Trust was originally founded as a Florida Chartered boutique corporate fiduciary in Palm Beach, FL in 1996 and transitioned to a bank and trust company in August 2021. We currently have four full-service offices throughout the state of Florida with additional trust offices in Winter Haven and Naples. In addition to providing trust and investment advisory services, Cypress Bank & Trust offers a complete array of personal and commercial banking services intended to meet all our client’s holistic, financial needs including providing personalized, tailored solutions.

At Cypress Bank & Trust, we believe in providing services to meet all the needs of our clients. The Senior Relationship Leader is an integral part of the success of the bank. This individual is responsible for bank channel key performance indicators including but not limited to, deposit growth and retention, treasury management, consumer lending, product development and relationship management.

They work closely with other division leaders to provide cross functional collaboration positioning all teammates to work cohesively, identify efficiencies in operational function to facilitate a best-in-class client experience, while delivering all Cypress Bank & Trust has to offer their clientele. The SVP Senior Relationship Leader works directly with the CEO on all key initiatives necessary to deliver success for Cypress Bank & Trusts clients and shareholders.

Additional Key responsibilities are noted below.

Key Responsibilities

Direct and administer the operational and security aspects of branch functions, ensuring efficient management and compliance with all regulatory requirements. Lead, coach and train all Relationship Managers, Client Service Specialist and Personal Bankers Develop effective workflow initiatives that maximize results Responsible for market analysis and industry trends, positioning iterative change as needed to capitalize on opportunities Demonstrate comprehensive knowledge of the bank’s products, services, and policies, and effectively communicate these to both staff and clients.

Drive business development initiatives targeting small to medium-sized businesses and professional clients, recommending financial products and services that meet their specific needs. Manage client relationships, including complex problem resolution, complaint handling, and ensuring high standards of client service in line with the bank’s core values.

Manage applicable vendor relationships creating beneficial business to business relationships Lead and foster collaboration across all business lines, ensuring a cohesive approach to client service and operational efficiency. Oversee all branch banking functions including teller services, vault management, and new account openings.

Support client use of online banking products through training, installation assistance, and troubleshooting. Achieve targets for growth and profitability, managing expenses, and generating fee income. Supervisory Responsibilities: Oversee hiring, training, and management of Relationship Managers, Client Support Specialists and Personal Bankers, setting performance standards and evaluating employee effectiveness.

Ensure adherence to the Bank’s policies and applicable laws, including BSA/AML/OFAC compliance, Community Reinvestment Act, and Equal Employment Opportunity regulations. Must haves: Bachelor’s Degree in a relevant field or equivalent professional experience. Proficient in Microsoft Office and CSI Nu. Point Core System.

Demonstrated leadership in banking operations with a strong focus on client service and business development. Excellent interpersonal, problem-solving, decision-making skills Competencies: Leadership: Strong leadership qualities including decision-making, motivation, and creating a positive work environment. Client Service: Commitment to resolving client issues and promoting a positive image of the company.

Innovation: Ability to apply creative thinking to enhance business practices and client solutions. Sales and Strategic Thinking: Strong sales skills and ability to align business initiatives with corporate objectives. Technical and Job Knowledge: Deep understanding of banking processes and technology. Why Work Here? Financially strong and growing company Personal growth potential Great company culture Generous PTO schedule in addition to bank holidays Benefits: Health (Employer-paid coverage for employee, eligible the first month after the date of hire.)

Dental Vision Life Insurance (company paid) Additional voluntary Life Insurance Short Term Disability Long Term Disability Life. Lock 401K