Personal Banking Officer

oceanbank· Sales
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📍 Miami Lakes, FL, USFULL TIME

About this role

Overview

The Personal Banking Officer (Miami Lakes) is responsible for delivering personalized service and support across all aspects of customer engagement, relationship management, and account maintenance within the branch.

Responsibilities

This role assists in managing client relationships and supports a variety of banking functions, including customer transactions, loan processing, credit analysis, overdraft and returned item handling, and general administrative tasks. The Personal Banking Officer must ensure full compliance with all applicable Customer Identification Program (CIP) and Bank Secrecy Act/Anti-Money Laundering (BSA/AML) regulatory requirements.

Qualifications

Education/Experience:

 

Requirements

 

  • Associate’s degree in Business (Finance or Accounting).
  • 4+ years of banking experience required, directly related to servicing customers in retail banking branch operations.

    • Combination of education and experience will be considered.

     

    Skills & Competencies

  • Ability to understand and implement job related policies and procedures. 
  • Knowledgeable of internal bank operations (wire transfers, debits/credits and loan payments) and of banking products to cross-sell. 
  • Ability to handle financial transactions, fraud detection, and customer dispute resolution.
  • Experience working in a team (sales and service), and high-quality service advocacy. 
  • Knowledge of the completion of KYC. 
  • Comprehension of banking laws and applicable compliance regulations. 
  • Must possess excellent verbal and written communication skills, interpersonal and organizational skills.  
  • Proficiency in MS Office Software, (Excel, Word, Outlook, Power Point, and Teams).  

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    Preferences

    • Bachelor’s Degree in Business Administration (Business, Finance preferred) with two (2) years of banking experience, directly related to servicing customers in retail banking branch operations.

     

    Licenses/Certifications

        • None

    Job Posting Locations

    In this role you can work onsite from Miami Lakes, Florida, United States

    Frequently Asked Questions

    Is the salary disclosed for the Personal Banking Officer position at oceanbank?
    The salary for this Personal Banking Officer role at oceanbank is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
    Where is the Personal Banking Officer position at oceanbank located?
    This Personal Banking Officer role at oceanbank is based in Miami Lakes, FL, US. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
    Is the Personal Banking Officer role at oceanbank full-time or part-time?
    This is listed as a FULL TIME position. It is posted as a Personal Banking Officer role in the Sales department at oceanbank.
    Which team or department does the Personal Banking Officer at oceanbank belong to?
    This Personal Banking Officer position is part of the Sales department at oceanbank. See the full job description for more information about the team structure and responsibilities.
    How do I apply for the Personal Banking Officer position at oceanbank?
    Click the "Apply Now" button on this page. You will be redirected to oceanbank's official application portal hosted on icims where you can submit your application directly.
    When was the Personal Banking Officer job at oceanbank posted?
    This Personal Banking Officer position at oceanbank was posted on Sep 17, 2026. Apply as soon as possible — early applications are often reviewed first.
    Personal Banking Officer
    oceanbank
    Apply for this role ↗

    You'll be redirected to oceanbank's official application page on icims.