Personal Banking Officer

3 weeks ago

Miami Florida, United States Ocean Bank Full time
Overview:
The Personal Banking Officer in the IBC Department is responsible for coordinating activities for the IBC Retail segment, managing the day-to-day functions to ensure tasks are completed timely and accurately. 

Responsibilities:
Manages the process for all referred accounts from the branches, Contact Center and online banking; is the first point of contact with prospects and current customers; manages and performs the account opening process for all accounts that are assigned in the retail segment.   Based on the customer balance and after determining if customer qualifies to be in the retail segment area, delegate the account management to IBC Management/area.  Coordinates the tasks for the IBC Retail segment portfolio, provides support in all phases of customer service, client relationship building and account maintenance; and identifies growing profitable relationships and transfers them to the IBC premier team when appropriate.  Also manages the IBC customer service inbox and delegate to the respective parties. In addition, responsible for providing excellent customer service to a large portfolio of clients, maintain favorable relations and respond to incoming customer inquiries and requests in a timely manner.  Also provides operational and customer service support to the Wealth Management Division as needed.

Qualifications:
Bachelor’s Degree in Business Administration (Finance preferred) with two (2) years of banking experience required, directly related to servicing customers in retail banking branch operations, or a Two Year College Degree or a minimum of four (4) 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.

Experience leading a team is preferred but not required

Experience working in a team (sales and service), and high quality service advocacy.

Must be able to resolve problems and adjusts tactics in response to changing circumstances.

Must have the capability to prioritize, budget time and maintain work priorities.

Must be knowledgeable in internal bank operations (wire transfers, debits/credits and loan payments) and of banking products to cross-sell.

Must be knowledgeable on X-Pert AML applications and respond to RFI’s or other BSA related tasks

Must possess excellent organizational, analytical, interpersonal, written and verbal communication skills (English/Spanish required). Further communication skills in Portuguese is preferred but not required. 

Computer knowledgeable in MS Software, (e.g. Excel, Word, and Outlook).

Knowledge on the completion of KYC (Know Your Customer) is required.

Comprehension of banking laws and applicable compliance regulations such as the Bank Secrecy Act/AML and Patriot Act is required.

Job Posting Locations:
In this role you can work hybrid from Miami, Florida, United States

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