Personal Banking Officer

🔥 4 hours ago

🗣️🇪🇸 Spanish Required

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Logo of Ocean Bank

Ocean Bank

501 - 1000 employees

Founded 1982

🏦 Banking

🤝 B2B

👥 B2C

Banking • B2B • B2C

Ocean Bank is one of the largest independently owned commercial banks headquartered in Florida. Chartered in 1982 and based in South Florida, it operates a network of branches throughout Miami-Dade and Broward counties and has more than 500 employees. The bank emphasizes personalized, relationship-based commercial and consumer banking, providing local businesses, families and select customer groups with tailored financial products and service from personal bankers and familiar account officers.

📋 Description

• Support branches, Wealth Management Division, and digital banking channels with customer relationships, account opening, and servicing. • Review digital banking and online account opening applications, including approval/decline decisions. • Process account maintenance and service requests. • Build and maintain customer relationships by identifying needs, explaining product benefits. • Assign and monitor KACE tickets to ensure service requests are completed accurately. • Support BSC reporting, including key performance indicators and process improvement recommendations.

🎯 Requirements

• Two Year College Degree in Business Administration • 5+ years of banking experience required • Experience using AI-assisted customer service tools • Knowledgeable of banking laws and compliance regulations • Must possess excellent organizational, analytical, interpersonal, written and verbal communication skills (English/Spanish required). • Computer knowledgeable in MS Software, (e.g. Excel, Word, and Outlook)

🏖️ Benefits

• Flexible schedule based on department needs • Professional development opportunities

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