Personal Banking Officer

Ocean Bank

Personal Banking Officer in the Banker Service Center supporting customers and branches. Responsibilities include account servicing, relationship building, and compliance tasks in digital banking.

Posted 7/30/2026full-timeRemote • Florida • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer relationship management within the banking sector, with a strong focus on account servicing, compliance with banking laws, and effective use of AI-assisted customer service tools. Proficient in analyzing performance metrics and recommending process improvements to enhance service delivery.

Highest-signal resume keywords

Banking ExperienceCustomer Relationship ManagementAI-Assisted Customer Service ToolsBanking Laws and Compliance RegulationsBilingual Communication (English/Spanish)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account OpeningAccount MaintenanceProcess ImprovementKACE Ticket ManagementPerformance Reporting

Soft Skills

Organizational SkillsAnalytical SkillsInterpersonal SkillsWritten CommunicationVerbal Communication

Tools & Technologies

MS ExcelMS WordMS Outlook

Certifications & Qualifications

Two Year College Degree in Business Administration

Industry Keywords

Wealth ManagementDigital BankingCustomer ServiceKey Performance Indicators

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Flexible schedule based on department needs
Professional development opportunities