Floating Investment Manager

Job Description:

A financial expert known as a floating investment manager helps customers with a variety of banking requirements, such as creating accounts, handling transactions, giving financial advice, and advertising banking goods and services. Maintaining client relationships, making sure financial regulations are followed, and assisting the branch or financial institution's overall success are all critical tasks performed by floating investment managers.

Responsibilities:

Help clients with routine banking activities like making deposits, withdrawals, and transfers
Commencing and maintaining personal and business monetary profiles
Offer advice on various financial services like loan options, credit card features, and savings plans
Recognize the demands of customers and suggest appropriate financial remedies
Develop and sustain robust connections with clients to guarantee their contentment and commitment
Make sure to comply with internal policies and adhere to government regulations
Address customer issues in a timely and courteous manner
Collaborate towards achieving the branch's sales and service goals effectively
Keep precise records and documentation up to date

Benefits:

Health coverage for medical, dental, and vision needs
By contributing to an HSA or an FSA, individuals can effectively lower their taxable income and save money on healthcare costs
Provision of mental health assistance and access to Employee Assistance Program (EAP)
A financial plan for retirement, the 401(k) with company match, offering a way for employees to grow their savings
An ESPP, also known as an employee stock purchase plan, enables employees to purchase company stock at a discounted price through regular payroll deductions
Programs that provide incentives based on performance or yearly bonuses aim to create a culture of excellence and instill a sense of accomplishment among employees

Floating Investment Manager

Location : Central Point, OR, 97502