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Personal Banking Officer Jobs (NOW HIRING)

Ocean Bank

Personal Banking Officer

Miami, FL · On-site

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

Ocean Bank

Personal Banking Officer

Miami, FL · On-site

Overview The Personal Banking Officer (Brickell) is responsible for delivering personalized service and support across all aspects of customer engagement, relationship management, and account ...

1st Summit Bank

Personal Banking Officer

Altoona, PA · On-site

Participates in meeting Community Banking Department's long- and short-term goals and objectives: • Conducts or attends and participates in meetings to discuss and evaluate progress on meeting ...

1st Summit Bank

Personal Banking Officer

Cresson, PA · On-site

Participates in meeting Community Banking Department's long- and short-term goals and objectives: • Conducts or attends and participates in meetings to discuss and evaluate progress on meeting ...

Ocean Bank

Personal Banking Officer BSC

Miami, FL

The Personal Banking Officer in the Banker Service Center (BSC) Department supports customers, branches, Wealth Management, and digital banking channels by delivering responsive service, account ...

Ocean Bank

Personal Banking Officer - BSC

Miami, FL · On-site +1

Overview The Personal Banking Officer in the Banker Service Center (BSC) Department supports customers, branches, Wealth Management, and digital banking channels by delivering responsive service ...

Grove Bank & Trust

Personal Banking Associate

Miami, FL · On-site

Provides administrative support to Personal Banking Officers and Branch Management. Performs a variety of client service duties in support of Main Branch account servicing and sales efforts. Performs ...

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Personal Banking Officer information

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How much do personal banking officer jobs pay per hour?

As of Jul 28, 2026, the average hourly pay for personal banking officer in the United States is $30.14, according to ZipRecruiter salary data. Most workers in this role earn between $20.19 and $38.70 per hour, depending on experience, location, and employer.

What is the difference between Personal Banking Officer vs Customer Service Representative?

AspectPersonal Banking OfficerCustomer Service Representative
CredentialsTypically requires a bachelor's degree in finance, business, or related field; may hold certifications like FINRA or banking licensesHigh school diploma or equivalent; on-the-job training often provided
Work EnvironmentBank branches, client meetings, financial consultationsBank branches, call centers, customer support desks
Employer & IndustryCommercial banks, retail bankingRetail banks, credit unions, financial institutions
Search & Comparison IntentUnderstanding roles related to client financial services and advisingCustomer support, account assistance, service inquiries

The main difference is that a Personal Banking Officer focuses on providing financial advice, managing client relationships, and offering banking products, often requiring specialized knowledge and certifications. In contrast, a Customer Service Representative primarily handles customer inquiries, account issues, and general support. Both roles are essential in banking but serve different functions within the customer experience.

What cities are hiring for Personal Banking Officer jobs? Cities with the most Personal Banking Officer job openings:
Who are the top companies hiring for Personal Banking Officer jobs? The top employers for Personal Banking Officer jobs are:
What are popular job titles related to Personal Banking Officer jobs? For Personal Banking Officer jobs, the most frequently searched job titles are:
Personal Banking Officer jobs near you
Infographic showing various Personal Banking Officer job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 90% Physical, 5% Hybrid, and 5% Remote job distribution, with an average salary of $62,694 per year, or $30.1 per hour.
Personal Banking Officer

Personal Banking Officer

Ocean Bank

Miami, FL • On-site

Full-time

Posted 6 days ago

Job description

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


  • Grow and manage a personal portfolio while supporting overall branch growth goals (DDA, deposits, loans, referrals).
  • Assist in opening and servicing Personal and Business accounts, ensuring complete and accurate documentation.
  • Understand the customers’ background and identify the needs of potential ones; clearly communicate solutions and product benefits.
  • If licensed as an MLO, support HELOC applications and loan servicing.
  • Meet annual production goals which may include, but not limited to, DDA growth, deposit growth, new loan production, loan portfolio growth, credit card referrals, and other cross-selling products referrals.
  • Approve overdrafts, wire transfers, and over-the-counter transactions within authorized limits.
  • Support daily branch operations including opening/closing procedures.
  • Identify customer needs and recommend appropriate banking products and services.
  • Collaborate with internal partners (e.g., Residential Mortgage, Treasury Management) to generate qualified referrals.
  • Maintain up-to-date KYC profiles and ensure compliance with BSA/AML regulations.
  • Provide a wide range of customer services including account maintenance, document preparation, and issue resolution.

  • Education/Experience:

    Requirements

    1. Associate’s degree in Business (Finance or Accounting).
    2. 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

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

    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

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

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