Financial Consultant
Miami, FL · Hybrid
This position is for Ocean Financial Services (OFS), a subsidiary of Ocean Bank. Education ... May require occasional travel for training, conferences, or branch office visits. Skills and ...
20 Ocean Bank Branch Manager Jobs Hiring Near You
Financial Consultant
Miami, FL · Hybrid
This position is for Ocean Financial Services (OFS), a subsidiary of Ocean Bank. Education ... May require occasional travel for training, conferences, or branch office visits. Skills and ...
Financial Consultant
Miami, FL · On-site
This position is for Ocean Financial Services (OFS), a subsidiary of Ocean Bank. Qualifications ... May require occasional travel for training, conferences, or branch office visits. Skills and ...
Financial Consultant
Miami, FL · On-site
This position is for Ocean Financial Services (OFS), a subsidiary of Ocean Bank. Qualifications ... May require occasional travel for training, conferences, or branch office visits. Skills and ...
VP; Branch Manager
Boca Raton, FL · On-site
Overview The VP; Branch Manager in the Boca Branch is responsible for managing the operations of ... Proactively profile clients to identify needs and position appropriate bank products, establishing ...
VP; Branch Manager
Boca Raton, FL · On-site
Overview The VP; Branch Manager in the Boca Branch is responsible for managing the operations of ... Proactively profile clients to identify needs and position appropriate bank products, establishing ...
VP; Branch Manager
Miami Lakes, FL · On-site
Overview The VP; Branch Manager in the Miami Lakes Branch is responsible for managing the ... Proactively profile clients to identify needs and position appropriate bank products, establishing ...
VP; Branch Manager
Miami Lakes, FL · On-site
Overview The VP; Branch Manager in the Miami Lakes Branch is responsible for managing the ... Proactively profile clients to identify needs and position appropriate bank products, establishing ...
VP; Branch Manager
Miami Lakes, FL · On-site
The VP; Branch Manager in the Miami Lakes Branch is responsible for managing the operations of the ... Proactively profile clients to identify needs and position appropriate bank products, establishing ...
VP; Branch Manager
Miami Lakes, FL · On-site
The VP; Branch Manager in the Miami Lakes Branch is responsible for managing the operations of the ... Proactively profile clients to identify needs and position appropriate bank products, establishing ...
VP; Branch Manager
Boca Raton, FL · On-site
The VP; Branch Manager in the Boca Branch is responsible for managing the operations of the branch ... Proactively profile clients to identify needs and position appropriate bank products, establishing ...
VP; Branch Manager
Boca Raton, FL · On-site
The VP; Branch Manager in the Boca Branch is responsible for managing the operations of the branch ... Proactively profile clients to identify needs and position appropriate bank products, establishing ...
Investment Sales Manager
Miami, FL · On-site
Ocean Bank is seeking an experienced Investment Sales Manager to lead and grow the investment sales function within Ocean Financial Services and the Wealth Management Division. This role is ...
Investment Sales Manager
Miami, FL · On-site
Ocean Bank is seeking an experienced Investment Sales Manager to lead and grow the investment sales function within Ocean Financial Services and the Wealth Management Division. This role is ...
Investment Sales Manager
Miami, FL · On-site
Overview Ocean Bank is seeking an experienced Investment Sales Manager to lead and grow the investment sales function within Ocean Financial Services and the Wealth Management Division. This role is ...
Investment Sales Manager
Miami, FL · On-site
Overview Ocean Bank is seeking an experienced Investment Sales Manager to lead and grow the investment sales function within Ocean Financial Services and the Wealth Management Division. This role is ...
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 ...
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 ...
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 ...
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 ...
Retail Banking Representative
Weston, FL · On-site
$14.75 - $19/hr
Assists branch personnel and customers with any account related inquiry. Provides quality customer ... As well as providing customer service to the internal departments of the bank. Also, performs as a ...
Retail Banking Representative
Weston, FL · On-site
$14.75 - $19/hr
Assists branch personnel and customers with any account related inquiry. Provides quality customer ... As well as providing customer service to the internal departments of the bank. Also, performs as a ...
BDO is assigned to a specific branch location depending on market expertise and reports directly to ... Increase value of accounts managed in deposit and loan portfolios. * Represent the bank at local ...
BDO is assigned to a specific branch location depending on market expertise and reports directly to ... Increase value of accounts managed in deposit and loan portfolios. * Represent the bank at local ...
VP; Business Development Officer
Weston, FL · On-site +1
BDO is assigned to a specific branch location depending on market expertise and reports directly to ... Increase value of accounts managed in deposit and loan portfolios. * Represent the bank at local ...
VP; Business Development Officer
Weston, FL · On-site +1
BDO is assigned to a specific branch location depending on market expertise and reports directly to ... Increase value of accounts managed in deposit and loan portfolios. * Represent the bank at local ...
Retail Banking Representative
Weston, FL · On-site
$14.75 - $19/hr
Assists branch personnel and customers with any account related inquiry. Provides quality customer ... As well as providing customer service to the internal departments of the bank. Also, performs as a ...
Retail Banking Representative
Weston, FL · On-site
$14.75 - $19/hr
Assists branch personnel and customers with any account related inquiry. Provides quality customer ... As well as providing customer service to the internal departments of the bank. Also, performs as a ...
CRA Officer
Miami, FL · On-site +1
Overview Ocean Bank is looking for a relationship-driven CRA Officer to lead the bank's Community ... Prepare reporting and materials for management committees and help promote effective governance of ...
CRA Officer
Miami, FL · On-site +1
Overview Ocean Bank is looking for a relationship-driven CRA Officer to lead the bank's Community ... Prepare reporting and materials for management committees and help promote effective governance of ...
CRA Officer
Miami, FL · Remote
Ocean Bank is looking for a relationship-driven CRA Officer to lead the bank's Community ... Prepare reporting and materials for management committees and help promote effective governance of ...
CRA Officer
Miami, FL · Remote
Ocean Bank is looking for a relationship-driven CRA Officer to lead the bank's Community ... Prepare reporting and materials for management committees and help promote effective governance of ...
Complies with all related CIP and BSA/AML requirements; adheres to Bank policies, procedures and regulations. Key responsibilities: * Responsible for developing Wealth Management / Private Client ...
Complies with all related CIP and BSA/AML requirements; adheres to Bank policies, procedures and regulations. Key responsibilities: * Responsible for developing Wealth Management / Private Client ...
VP, Relationship Manager- PCS
Miami, FL · On-site
Complies with all related CIP and BSA/AML requirements; adheres to Bank policies, procedures and regulations. Responsibilities Key responsibilities: * Responsible for developing Wealth Management ...
VP, Relationship Manager- PCS
Miami, FL · On-site
Complies with all related CIP and BSA/AML requirements; adheres to Bank policies, procedures and regulations. Responsibilities Key responsibilities: * Responsible for developing Wealth Management ...
SBA Officer
Miami, FL · On-site
$79K - $110K/yr
The position supports business growth through relationship development, preliminary credit analysis, portfolio management, and compliance with SBA, BSA, and Bank policies. Responsibilities * Develop ...
SBA Officer
Miami, FL · On-site
$79K - $110K/yr
The position supports business growth through relationship development, preliminary credit analysis, portfolio management, and compliance with SBA, BSA, and Bank policies. Responsibilities * Develop ...
SBA Officer
Miami, FL · On-site
$79K - $110K/yr
The position supports business growth through relationship development, preliminary credit analysis, portfolio management, and compliance with SBA, BSA, and Bank policies. * Develop new business ...
SBA Officer
Miami, FL · On-site
$79K - $110K/yr
The position supports business growth through relationship development, preliminary credit analysis, portfolio management, and compliance with SBA, BSA, and Bank policies. * Develop new business ...
Ocean Bank Jobs Information
What other companies are hiring for Branch Manager jobs?
What are the most popular jobs at Ocean Bank?
Job description
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:
- Develop strong, trust-based relationships with clients through consistent communication and service.
- Create customized financial plans covering investments, retirement, education, insurance, and estate planning.
- Provide tailored investment recommendations and execute trades across a range of financial products (stocks, bonds, mutual funds, ETFs, options,etc.).
- Monitor portfolio performance, rebalance as needed, and deliver regular performance reports.
- Conduct periodic reviews to adjust strategies based on changing client needs and market conditions.
- Understand clients' financial goals, risk tolerance, and investment time horizon.
- Assess clients’ financial situations, including income, expenses, assets, liabilities, and goals.
- Drive business growth through networking, referrals, and marketing initiatives.
- Maintain accurate records of client interactions and stay current on regulatory changes.
- Ensure full compliance with SEC, FINRA, BSA, KYC, and internal policies.
- Perform due diligence on the BSA/KYC (Know Your Customer) write-ups and profile; conduct customer interviews in order to profile them as well as to comply with BSA, KYC and other bank policies and procedures.
- Continuously expand product knowledge and stay informed on market trends and investment opportunities.
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 sales and servicing customers in international/private banking branch operations.
- May require occasional travel for training, conferences, or branch office visits.
Skills and Competencies
- Must have exceptional communication, interpersonal, and presentation skills.
- Must have strong analytical, problem-solving, and decision-making abilities.
- Must have ability to build rapport, establish trust, and maintain long-term client relationships.
- Must have a thorough understanding of financial markets, investment products, and economic principles.
- Must be proficient in financial planning software, CRM systems, and other relevant technology.
- Must have unwavering ethical conduct and commitment to client confidentiality.
- Experience working in a sales team, and high-quality service advocacy.
- Must possess excellent organizational, interpersonal, time management, written and verbal communication (English and Spanish) skills.
- Computer proficiency in MS Software (e.g. Excel, Word, and Outlook).
Preferences
- A bachelor's degree in finance, business, economics, or a related field.
- Prior experience in sales, financial services, or client service is highly advantageous.
Licenses
- FINRA Series 7 and Series 66 (or Series 65) licenses are mandatory.
- Life, Health, and Variable Annuity insurance licenses may be required depending on the products offered.
In this role you can work hybrid from Miami, Florida, United States
About Ocean Bank
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
501 - 1,000 Employees
Headquarters location
Miami, FL, US
Year founded
1982