Floating Business Banking Specialist

Floating Business Banking Specialist

Position Summary:

A Floating Business Banking Specialist is a financial professional who supports clients with a variety of banking services, including opening accounts, processing transactions, providing financial guidance, and promoting banking products and services. This role is instrumental in building strong customer relationships, ensuring compliance with financial regulations, and contributing to the overall success of the branch and financial institution.

Primary Responsibilities:

• Assist customers with everyday banking transactions, including deposits, withdrawals, and fund transfers
• Open and maintain personal and business banking accounts
• Provide guidance on banking products such as loans, credit cards, and savings solutions
• Evaluate customer financial needs and recommend appropriate banking solutions
• Build and maintain lasting customer relationships to encourage satisfaction and loyalty
• Follow internal policies while ensuring compliance with applicable regulatory requirements
• Resolve customer concerns promptly and professionally
• Work with branch team members to achieve sales and customer service objectives
• Maintain complete, accurate, and organized records and documentation

Benefits Package:

• Medical, dental, and vision insurance coverage
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options for eligible healthcare expenses
• Mental wellness support through an Employee Assistance Program (EAP)
• 401(k) retirement savings plan with employer matching contributions
• Employee Stock Purchase Plan (ESPP) allowing eligible employees to purchase company stock at a discounted price through payroll deductions
• Performance-based incentive programs and annual bonus opportunities designed to recognize employee achievements and encourage continued success

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