1 Job in Miami, FL
Ocean Bank is Hiring a Personal Banking Officer Near Miami, FL
Personal Banking Officer - provides personalized support in all phases of customer service, client relationship building, and account maintenance to a Branch Manager or Relationship Manager. Responsible for acquiring, managing and growing relationships; executing sales activities for new and existing customers.
Responsibilities:Will perform a wide range of services with customer transactions, including document preparation, account servicing/maintenance, loans, credit analysis, overdrafts, return item processing, customer service inquiries and other general administrative support. Profile all customers to ensure KYCs are updated and completed in a timely manner; in order to comply with established BSA/AML requirements. Provide excellent customer service to new and existing customers in person and by phone. Will also assist the Operation Officer with operational matters as needed
Qualifications:- Bachelors Degree in Business Administration (Finance or Accounting preferred) with two (2) to three (3) years of banking experience, directly related to servicing customers in retail banking branch operations, or
- Two Year College Degree with a minimum of four (5) years of banking experience required, directly related to servicing customers in retail banking branch operations; or
- Equivalent combination of education and experience.
- Must be able to understand and implement job related policies and procedures.
- Must be knowledgeable of internal bank operations (wire transfers, debits/credits and loan payments) and of banking products to cross-sell.
- Must possess excellent verbal and written communication skills, interpersonal and organizational skills.
- Computer knowledgeable in MS Office Software, (Excel, Word, and Outlook).
- Experience working in a team (sales and service), and high quality service advocacy.
- Knowledge on the completion of KYC is required.
- Comprehension of banking laws and applicable compliance regulations is required.
- Insurance training, underwriting, BSA Compliance, Ethics, Legal Aspects of Banking (involving real estate closings and loans on default) is preferred.
In this role you can work onsite from Miami, Florida, United States
Job Summary
Full Time
$86k-112k (estimate)
04/15/2024
05/01/2024
oceanbank.com
DORAL, FL
500 - 1,000
1982
ALFONSO MACEDO
$50M - $200M
Banking
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About Ocean Bank
Ocean Bank is one of the largest independent commercial banks headquartered in Florida. Chartered in 1982, the bank operates a network of branches throughout Miami-Dade and Broward counties. Ocean Bank is an equal opportunity employer with more than 500 employees. Through the years, Ocean Bank has preserved the practice of nurturing a close and personal relationship with each customer. At Ocean Bank, a personal banker will guide you through financial decisions. In addition, an officer familiar with your accounts will answer all financial questions and expedite transactions, all with your best ...
interest at heart. Ocean Bank aspires to be one of the most financially sound, profitable banks in the Southern Florida market. The bank will grow by meeting the broad financial needs of local businesses, families, and other select customer groups in a most personal and professional manner.
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The following is the career advancement route for Personal Banking Officer positions, which can be used as a reference in future career path planning. As a Personal Banking Officer, it can be promoted into senior positions as a Check Collections Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banking Officer. You can explore the career advancement for a Personal Banking Officer below and select your interested title to get hiring information.
