Float and Finance Analyst

Job Description:

A Float and Finance Analyst is a financial professional who assists clients with a wide range of banking needs, including opening accounts, processing transactions, providing financial advice, and promoting banking products and services. Bankers play a key role in maintaining customer relationships, ensuring compliance with financial regulations, and supporting the overall success of the branch or financial institution.

Key Responsibilities:

Support customers in carrying out daily financial transactions such as depositing money, withdrawing cash, and transferring funds
Setting up and managing personal and professional financial accounts
Assist with navigating through banking services like loans, credit cards, and savings plans
Assess the needs of clients and recommend suitable financial options
Develop and manage robust customer relations to guarantee satisfaction and loyalty
Adhere to all internal policies while also following government regulations diligently
Tackle customer issues swiftly and with professionalism
Help the branch achieve its sales and service targets successfully
Ensure that records and documents are accurately maintained

Benefits:

Benefits for health, dental, and vision expenses through insurance
Both accounts can be used to pay for a wide range of eligible medical expenses, including doctor's visits, prescriptions, dental care, and vision care
Access to mental health support and engagement with an Employee Assistance Program (EAP) for employees
A savings strategy for retirement, the 401(k) plan, accompanied by an employer matching contribution
The ESPP offers employees the opportunity to acquire company shares, typically at a discounted rate, as a benefit of their employment
Performance-driven incentive structures or yearly bonus programs are implemented to encourage employees to meet or exceed performance expectations

Float and Finance Analyst

Location : San Francisco, CA, 94130