Personal Banking Advisor – Orlando Branch

Ocean Bankshares; Orlando (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

Ocean Bankshares in Orlando is seeking a Personal Banking Officer to provide tailored service and manage customer relationships at the branch. You will handle transactions, assist with loan processing, and cross-sell banking products with a focus on accuracy and regulatory compliance.

The role requires strong communication, team collaboration, and knowledge of KYC and banking regulations. This position is based onsite at the Orlando branch, offering opportunities in a busy retail banking

Qualifications

• Associate’s degree in Business (Finance or Accounting) and 4+ years of banking experience required.
• Bachelor’s degree in Business Administration preferred with two years of banking experience.

Responsibilities

• Deliver personalized service and manage client relationships at the Orlando branch.
• Assist with customer transactions, loan processing, and credit analysis.
• Ensure compliance with CIP and BSA/AML regulatory requirements.
• Support administrative tasks and teamwork to meet service standards.

Skills

KYC knowledge

Fraud detection

Customer service

Team collaboration

Compliance knowledge

MS Office

Education

Associate’s degree in Business (Finance or Accounting)

Bachelor’s Degree in Business Administration (Business, Finance preferred) with two years of banking experience

Tools

MS Office Suite

Banking software

Job description

Ocean Bankshares in Orlando is seeking a Personal Banking Officer to provide tailored service and manage customer relationships at the branch. You will handle transactions, assist with loan processing, and cross-sell banking products with a focus on accuracy and regulatory compliance.

The role requires strong communication, team collaboration, and knowledge of KYC and banking regulations. This position is based onsite at the Orlando branch, offering opportunities in a busy retail banking