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Remote Banking Jobs in Florida (NOW HIRING)

Overview The Personal Banking Officer in the Banker Service Center (BSC) Department supports ... None Job Posting Locations In this role you can work remote from Miami, Florida, United States

Remote, Global. Salary range: Very competitive base + benefits -- Our client is an exciting and disruptive FinTech Core Banking software company currently seeking an experienced and dynamic Product ...

Remote, Global. Salary range: Very competitive base + benefits -- Our client is an exciting and disruptive FinTech Core Banking software company currently seeking an experienced and dynamic Product ...

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Remote Banking information

What is a Remote Banking job?

A Remote Banking job involves providing banking services, customer support, or financial solutions from a remote location, often through online platforms, phone, or chat. Roles can include customer service representatives, fraud analysts, loan officers, or financial advisors. Employees use digital tools to assist customers with transactions, account management, and financial inquiries. This job typically requires strong communication skills, knowledge of banking policies, and proficiency with financial software. Many banks and financial institutions offer remote positions to enhance convenience for both employees and customers.

What are some common challenges faced in remote banking roles, and how can they be managed?

One common challenge in remote banking is maintaining secure and clear communication with clients without face-to-face interaction, which means you must rely heavily on digital tools and strict security protocols. Another challenge is staying up to date with rapidly changing banking technologies and regulatory requirements. Effective time management and proactive communication with both clients and team members are key to staying organized and responsive while working remotely. Ongoing professional development and training can help you adapt to new systems and remain compliant with industry standards.

What are the key skills and qualifications needed to thrive in the Remote Banking position, and why are they important?

To excel in Remote Banking, you typically need a background in finance, banking operations, or customer service, often supported by a relevant degree or work experience. Familiarity with digital banking platforms, secure communication tools, and sometimes certification in anti-money laundering (AML) procedures is crucial. Strong communication, attention to detail, and problem-solving abilities help you build trust and resolve client issues efficiently. These skills and qualities are vital to ensure secure transactions, maintain compliance, and deliver excellent customer service in a virtual environment.

What are the most commonly searched types of Banking jobs in Florida? The most popular types of Banking jobs in Florida are:
What are popular job titles related to Remote Banking jobs in Florida? For Remote Banking jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Remote Banking jobs in Florida look for? The top searched job categories for Remote Banking jobs in Florida are:
What cities in Florida are hiring for Remote Banking jobs? Cities in Florida with the most Remote Banking job openings:
Infographic showing various Remote Banking job openings in Florida as of July 2026, with employment types broken down into 95% Full Time, and 5% Contract. Highlights an 100% Remote job distribution.
Personal Banking Officer - BSC

Personal Banking Officer - BSC

Ocean Bank

Miami, FL โ€ข On-site, Remote

Full-time

Posted 15 days ago


Job description

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, account support, and relationship-building assistance. This role reviews and supports digital banking and online account opening requests, processes account maintenance and banking transactions, resolves customer inquiries, and helps identify opportunities to meet customer needs through bank products and services.
Responsibilities
  • Support branches, Wealth Management Division, and digital banking channels with new and existing customer relationships, account opening, and account servicing.
  • Review digital banking and online account opening applications, including approval/decline decisions, documentation validation, and customer follow-up.
  • Process account maintenance and service requests, including address changes, stop payments, account closings, transfers, check orders, CD reinvestments, wire transfers, ACH requests, and related transactions.
  • Provide timely and professional assistance to customers and internal departments, including responding to online account opening inquiries and supporting the contact center email box as needed.
  • Build and maintain customer relationships by identifying needs, explaining product benefits, and cross-selling bank products and services.
  • Assign and monitor KACE tickets to ensure service requests are completed accurately and within established service level expectations.
  • Support BSC reporting, including key performance indicators, customer service trends, and process improvement recommendations.
  • Use AI-enabled tools appropriately to support customer research, case documentation, reporting, and internal communications, while reviewing outputs for accuracy, tone, and compliance.
  • Comply with all applicable operational, CIP, KYC, BSA/AML, privacy, security, and regulatory requirements.

Qualifications
Education/Experience:
Requirements
  1. Two Year College Degree in Business Administration.
  2. 5+ years of banking experience required, directly related to servicing customers in retail banking branch operations.
  3. Experience using AI-assisted customer service tools (e.g., chat/knowledge assistants) with demonstrated ability to validate outputs, document decisions, and follow data privacy and compliance requirements.

Combination of education and experience will be considered.
Skills & Competencies
  1. Knowledgeable of banking laws and applicable compliance regulations such as the Bank Secrecy Act/AML and Patriot Act.
  2. Knowledgeable with Fedlink, Pure Cloud, Finser and KACE applications
  3. Must be able to understand and implement job related policies and procedures.
  4. Experience working in a team (sales and service), and high-quality service advocacy.
  5. Ability to work in a fast-paced environment.
  6. Ability to resolve problems and adjust tactics in response to changing circumstances.
  7. Ability to prioritize, budget time and maintain work priorities.
  8. Ability to work a flexible schedule based on department needs.
  9. Knowledgeable in internal bank operations (wire transfers, debits/credits and loan payments) and of banking products to cross-sell.
  10. Knowledgeable on X-Pert AML applications.
  11. AI tool literacy (prompting and query skills) to efficiently retrieve accurate information, summarize cases, and draft internal and customer-facing communications with appropriate human reviews.
  12. Strong data handling discipline when using AI-enabled tools, including avoiding entry of sensitive customer information and following retention, confidentiality, and security guidance.
  13. Ability to use AI-assisted quality checks and maintain clear, auditable case notes documenting rationale for approvals/declines and any escalations.
  14. Must possess excellent organizational, analytical, interpersonal, written and verbal communication skills (English/Spanish required).
  15. Computer knowledgeable in MS Software, (e.g. Excel, Word, and Outlook).

Preferences
  • Bachelor's Degree in Business Administration (Finance preferred) with
  • 2+ years of banking experience required, directly related to servicing customers in retail banking branch operations
  • Microsoft Copilot for Microsoft 365 Training
  • Google AI Essentials

Licenses/Certifications
  • None

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