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Personal Banking Officer

πŸ”₯ 0 minutes ago

πŸ—£οΈπŸ‡ͺπŸ‡Έ Spanish Required

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Logo of Ocean Bank

Ocean Bank

501 - 1000 employees

Founded 1982

🏦 Banking

🀝 B2B

πŸ‘₯ B2C

Banking β€’ B2B β€’ 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.

πŸ“‹ Description

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

🎯 Requirements

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

πŸ–οΈ Benefits

β€’ Flexible schedule based on department needs β€’ Professional development opportunities

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