Floating Senior Financial Analyst

Role Overview:

A Floating Senior Financial Analyst is a financial professional who supports clients with a wide range of banking services, including account opening, transaction processing, financial guidance, and promotion of banking products and services. This role is essential in maintaining strong customer relationships, ensuring compliance with financial standards, and contributing to the overall success of the branch or financial institution.

Key Responsibilities:

Assist customers with routine banking activities such as deposits, withdrawals, and fund transfers
Open and maintain personal and business financial accounts
Recommend banking products including loans, credit cards, and savings solutions
Assess customer financial needs and suggest appropriate financial services
Develop and maintain strong customer relationships to ensure satisfaction and loyalty
Follow internal policies and comply with applicable regulatory requirements
Respond to customer inquiries and concerns promptly and professionally
Support branch sales and service goals through assistance and coordination
Maintain accurate, organized, and up-to-date records and documentation

Benefits:

Medical, dental, and vision insurance coverage
Careful evaluation of HSA and FSA options based on eligibility and healthcare needs
Mental health support services and access to an Employee Assistance Program (EAP)
401(k) retirement savings plan with employer matching contributions
Employee Stock Purchase Plan (ESPP) allowing employees to purchase company stock through payroll deductions
Performance-based incentive programs and annual bonus opportunities designed to reward achievement and continuous performance

Floating Senior Financial Analyst

Location : Happy Valley, OR, 97086