Floating Investment Manager

Job Summary:Floating Investment Manager

The Floating Investment Manager is proficient in delivering an outstanding customer experience by engaging in sales, service, and digital interactions with both Consumer and Business Banking customers. They assist in the smooth operation of branch activities, cater to customer service and sales needs, and schedule customer appointments to identify requirements and refer complex issues to suitable team members.

Preferred Qualifications:

• Bilingualism tailored to particular branch requirements.
• Proven competency in sales accomplishments or referral success.
• Physical Requirements:
• Endurance in standing for long periods of time.
• Continuous utilization of hands and fingers over an extended period.
• Competence in handling items weighing between 5 to 30 pounds in weight.
• Ability to grasp delicate print.
• Competence in engaging with customers in a direct work environment.

Key Responsibilities:

• Engage with customers to provide information on available Consumer and Business Banking options. Suggest appropriate services tailored to individual requirements and promote the use of digital banking features.
• Administering appointments and consultations involves supervising customer visits that are either scheduled or unscheduled to pinpoint their banking requirements and ensure a seamless transfer to the relevant banking associates for intricate issues.
• Stick to the bank's sales strategy and provide straightforward, customer-centric guidance.
• Customer Interaction: Interact with customers in the lobby, greet them, handle queries, and take ownership of resolving their immediate banking needs.
• Operational Support involves aiding with routine branch functions such as managing client transactions, addressing overdraft issues, and verifying adherence to internal protocols. Fulfill operational duties as needed.
• Compliance and Risk Management Practices: Remaining up-to-date with Anti-Money Laundering (AML), Bank Secrecy Act (BSA), and Know Your Customer (KYC) processes. Noticing and elevating possible instances of fraud. Securing compliance with operational and regulatory benchmarks.
• Customer Resolution: Handle customer complaints swiftly and accurately, logging them correctly for proper monitoring and resolution. Ensure effective and timely resolution of customer concerns.
• Sales Referrals encompass recognizing sales possibilities and guiding customers to the fitting banking partners for personalized product offerings.

Scope of Responsibilities:

• Ensure exceptional service delivery and efficiently handle customer concerns.
• Increase revenue and improve customer satisfaction levels at the branch through sales initiatives.
• Assume various roles within the branch setting, from commencing new account procedures and processing loan applications to troubleshooting and managing transaction processing.
• Convey empathy and customer-oriented approach, be open to adjusting as needed, and exhibit fluency in digital tools when interacting with customers.

Necessary Educational Background and Work Experience:

• Acquiring a GED or high school diploma qualification.
• A background of at least one year in retail sales, call center functions, customer service, or telesales is mandatory.
• Proficient communication abilities both verbally and in interpersonal interactions.
• Proficiency in handling challenging customer interactions and a range of customer needs.
• Well-organized with strong time management and prioritization skills.
• Aptitude for thriving in a high-pressure, team-oriented, fast-paced work environment.
• Mastery of basic internet technology skills.

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