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Personal Banking Officer Jobs (NOW HIRING)

Ocean Bank

Personal Banking Officer

Miami, FL · On-site

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

Ocean Bank

Personal Banking Officer

Orlando, FL · On-site

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

Ocean Bank

Personal Banking Officer

Orlando, FL · On-site

Overview The Personal Banking Officer (Orlando Branch) 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 ...

Scotiabank

Personal Banking Officer

San Francisco, CA · On-site

Oficial de Banca Personal Sucursal San Pedro Macorís #SBDR Nivel 4.2 Propósito : El Oficial de Banca Personal (PBO) debe contribuir al éxito general de la sucursal mediante el logro de los ...

Fidelity Bank

Private Banking Officer

Wichita, KS · On-site

As a Private Banking Officer, you will represent a customer-focused, community-driven organization committed to helping clients achieve long-term financial success. The candidate for this position ...

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Personal Banking Officer information

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How much do personal banking officer jobs pay per hour?

As of Sep 13, 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.

Do personal banking officers get paid well?

Personal banking officers typically earn a competitive salary that varies based on experience, location, and the size of the financial institution. They often receive additional compensation through bonuses and benefits, with median annual wages generally above the national average for banking roles.

Is a personal banking officer a good career?

A personal banking officer is a customer service and financial advisory role within banks, responsible for managing client accounts and providing financial solutions. It offers opportunities for career growth, requires strong communication skills, and often involves certifications such as the Series 6 or 7. The job can be stable and rewarding for those interested in finance and client interaction.

What does a personal banking officer do?

A personal banking officer assists individual clients with their banking needs, including opening accounts, providing financial advice, and offering loan or credit services. They evaluate clients' financial situations, promote bank products, and ensure compliance with banking regulations, often working in a branch environment and requiring strong customer service skills.

What qualifications do I need to be a personal banking officer?

A personal banking officer typically needs a high school diploma or equivalent, with many employers preferring a bachelor's degree in finance, business, or a related field. Relevant skills include customer service, financial knowledge, and proficiency with banking software; certifications such as the Series 6 or 7 may also be beneficial. Prior experience in banking or sales can improve job prospects.

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 August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, and 4% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $62,694 per year, or $30.1 per hour.

Personal Banking Officer

Miami, FL • On-site

Ocean Bank
Commercial Banking • 501 - 1,000 employees
Learn more about Ocean Bankexternal

Full-time

Re-posted 24 days ago

Job description

The Personal Banking Officer (Main Branch) 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.


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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