Financial Consultant
Miami, FL ยท Hybrid
This position is for Ocean Financial Services (OFS), a subsidiary of Ocean Bank. Education/Experience: Requirements * Associate's Degree. * Five (5) years of investment related experience in product ...
Miami, FL ยท Hybrid
This position is for Ocean Financial Services (OFS), a subsidiary of Ocean Bank. Education/Experience: Requirements * Associate's Degree. * Five (5) years of investment related experience in product ...
Miami, FL ยท Hybrid
This position is for Ocean Financial Services (OFS), a subsidiary of Ocean Bank. Education/Experience: Requirements * Associate's Degree. * Five (5) years of investment related experience in product ...
... Ocean Bank and its subsidiaries. The position ensures compliance with CIP, BSA/AML, and KYC requirements and follows all Bank policies and regulatory standards. * Originate new business through ...
... Ocean Bank and its subsidiaries. The position ensures compliance with CIP, BSA/AML, and KYC requirements and follows all Bank policies and regulatory standards. * Originate new business through ...
Miami, FL ยท On-site
... Ocean Bank and its subsidiaries. The position ensures compliance with CIP, BSA/AML, and KYC requirements and follows all Bank policies and regulatory standards. Responsibilities * Originate new ...
Miami, FL ยท On-site
... Ocean Bank and its subsidiaries. The position ensures compliance with CIP, BSA/AML, and KYC requirements and follows all Bank policies and regulatory standards. Responsibilities * Originate new ...
Miami, FL ยท On-site +1
... Ocean Bank and its subsidiaries. This position will perform all required customer due diligence, including customer interviews and document gathering, know your customer profiles, enhanced due ...
Miami, FL ยท On-site +1
... Ocean Bank and its subsidiaries. This position will perform all required customer due diligence, including customer interviews and document gathering, know your customer profiles, enhanced due ...
This position will generate revenues from new and existing clients through account additions and cross-selling other products, including lending and investment products, for Ocean Bank and its ...
This position will generate revenues from new and existing clients through account additions and cross-selling other products, including lending and investment products, for Ocean Bank and its ...
Miami, FL ยท Hybrid
$40K - $56K/yr
... Ocean Bank's social media platforms, including content scheduling, creative support, caption writing, and platform organization. * Create graphics and visual content for social media, internal ...
Miami, FL ยท Hybrid
$40K - $56K/yr
... Ocean Bank's social media platforms, including content scheduling, creative support, caption writing, and platform organization. * Create graphics and visual content for social media, internal ...
Miami, FL ยท On-site
$40K - $56K/yr
Responsibilities * Assist in managing and maintaining Ocean Bank's social media platforms, including content scheduling, creative support, caption writing, and platform organization. * Create ...
Miami, FL ยท On-site
$40K - $56K/yr
Responsibilities * Assist in managing and maintaining Ocean Bank's social media platforms, including content scheduling, creative support, caption writing, and platform organization. * Create ...
Miami, FL ยท Remote
Ocean Bank is looking for a relationship-driven CRA Officer to lead the bank's Community Reinvestment Act (CRA) compliance strategy and support a strong culture of regulatory excellence. This is an ...
Miami, FL ยท Remote
Ocean Bank is looking for a relationship-driven CRA Officer to lead the bank's Community Reinvestment Act (CRA) compliance strategy and support a strong culture of regulatory excellence. This is an ...
Miami, FL ยท On-site +1
Overview Ocean Bank is looking for a relationship-driven CRA Officer to lead the bank's Community Reinvestment Act (CRA) compliance strategy and support a strong culture of regulatory excellence.
Miami, FL ยท On-site +1
Overview Ocean Bank is looking for a relationship-driven CRA Officer to lead the bank's Community Reinvestment Act (CRA) compliance strategy and support a strong culture of regulatory excellence.
Miami, FL ยท On-site
$14.75 - $19.25/hr
As well as providing customer service to the internal departments of the bank. Also, performs as a Teller when needed. Processes teller transactions at the teller line; performs all teller paying and ...
Miami, FL ยท On-site
$14.75 - $19.25/hr
As well as providing customer service to the internal departments of the bank. Also, performs as a Teller when needed. Processes teller transactions at the teller line; performs all teller paying and ...
Miami, FL ยท On-site
$14.50 - $19.25/hr
As well as providing customer service to the internal departments of the bank. Also, performs as a Teller when needed. Processes teller transactions at the teller line; performs all teller paying and ...
Miami, FL ยท On-site
$14.50 - $19.25/hr
As well as providing customer service to the internal departments of the bank. Also, performs as a Teller when needed. Processes teller transactions at the teller line; performs all teller paying and ...
$14.75 - $19.25/hr
As well as providing customer service to the internal departments of the bank. Also, performs as a Teller when needed. Processes teller transactions at the teller line; performs all teller paying and ...
$14.75 - $19.25/hr
As well as providing customer service to the internal departments of the bank. Also, performs as a Teller when needed. Processes teller transactions at the teller line; performs all teller paying and ...
$14.75 - $19.25/hr
As well as providing customer service to the internal departments of the bank. Also, performs as a Teller when needed. Processes teller transactions at the teller line; performs all teller paying and ...
$14.75 - $19.25/hr
As well as providing customer service to the internal departments of the bank. Also, performs as a Teller when needed. Processes teller transactions at the teller line; performs all teller paying and ...
Miami Lakes, FL ยท On-site
Proactively profile clients to identify needs and position appropriate bank products, establishing productive deposit and lending relationships. * Own portfolio health. Maintain a service loan ...
Miami Lakes, FL ยท On-site
Proactively profile clients to identify needs and position appropriate bank products, establishing productive deposit and lending relationships. * Own portfolio health. Maintain a service loan ...
Prospect and meet with potential customers outside of the Bank's office to sell loan products and services. * Build and manage a pipeline of prospective clients through cold calls, emails, referrals ...
Prospect and meet with potential customers outside of the Bank's office to sell loan products and services. * Build and manage a pipeline of prospective clients through cold calls, emails, referrals ...
Boca Raton, FL ยท On-site
Proactively profile clients to identify needs and position appropriate bank products, establishing productive deposit and lending relationships. * Own portfolio health. Maintain a service loan ...
Boca Raton, FL ยท On-site
Proactively profile clients to identify needs and position appropriate bank products, establishing productive deposit and lending relationships. * Own portfolio health. Maintain a service loan ...
Miami, FL ยท On-site
$79K - $110K/yr
Crosssell Bank products and services that meet customer needs. * Negotiate loan terms and structures within Bank and SBA guidelines. * Perform site visits and customer due diligence as required.
Miami, FL ยท On-site
$79K - $110K/yr
Crosssell Bank products and services that meet customer needs. * Negotiate loan terms and structures within Bank and SBA guidelines. * Perform site visits and customer due diligence as required.
Proactively profile clients to identify needs and position appropriate bank products, establishing productive deposit and lending relationships. * Own portfolio health. Maintain a service loan ...
Proactively profile clients to identify needs and position appropriate bank products, establishing productive deposit and lending relationships. * Own portfolio health. Maintain a service loan ...
Proactively profile clients to identify needs and position appropriate bank products, establishing productive deposit and lending relationships. * Own portfolio health. Maintain a service loan ...
Proactively profile clients to identify needs and position appropriate bank products, establishing productive deposit and lending relationships. * Own portfolio health. Maintain a service loan ...
Weston, FL ยท On-site +1
Prospect and meet with potential customers outside of the Bank's office to sell loan products and services. * Build and manage a pipeline of prospective clients through cold calls, emails, referrals ...
Weston, FL ยท On-site +1
Prospect and meet with potential customers outside of the Bank's office to sell loan products and services. * Build and manage a pipeline of prospective clients through cold calls, emails, referrals ...
$27.5K - $40.5K
3% of jobs
$40.5K - $53.4K
2% of jobs
$53.4K - $66.4K
3% of jobs
$66.4K - $79.3K
5% of jobs
$86.1K is the 25th percentile. Wages below this are outliers.
$79.3K - $92.3K
21% of jobs
The median wage is $103.6K / yr.
$92.3K - $105.2K
17% of jobs
$105.2K - $118.2K
3% of jobs
$118.2K - $131.1K
16% of jobs
$137.6K is the 75th percentile. Wages above this are outliers.
$131.1K - $144.1K
7% of jobs
$144.1K - $157K
7% of jobs
$157K - $170K
14% of jobs
$27.5K
$113.2K
$170K
| Aspect | Ocean Bank | Loan Officer |
|---|---|---|
| Required Credentials | Banking license, financial certifications | Loan origination license, financial knowledge |
| Work Environment | Bank branches, corporate offices | Client meetings, bank branches, remote work |
| Industry Usage | Financial services, banking sector | Mortgage, personal, business loans |
Ocean Bank and Loan Officers both operate within the banking industry, with overlapping credentials like financial licenses. Ocean Bank typically refers to the institution itself, while Loan Officers are roles within banks that focus on loan origination and client advising. Understanding these distinctions helps job seekers target the right roles and expectations within the banking sector.

Develop and maintain long-term relationships with clients through consistent communication and service.
Create customized financial plans and provide tailored investment recommendations based on clients' financial goals and situations.
Monitor portfolio performance, rebalance as needed, and ensure full compliance with regulatory requirements and internal policies.
The Financial Consultant in Ocean Financial Services is responsible for building and maintaining long-term relationships with clients, understanding their financial goals, and delivering personalized financial planning and investment strategies.
Key Responsibilities:
This position is for Ocean Financial Services (OFS), a subsidiary of Ocean Bank.
Education/Experience:
Requirements
Skills and Competencies
Preferences
Licenses
Sourced by ZipRecruiter
Commercial banking
501 - 1,000 Employees
Miami, FL, US
1982