Chase

Chase

Floating Capital Coordinator

Location : Oakley, CA, 94561

Job Type : Other

Date Posted : 19 June 2026

Floating Capital Coordinator

Job Description:

A financial expert known as a Floating Capital Coordinator helps customers with a variety of banking requirements, such as creating accounts, handling transactions, giving financial advice, and advertising banking goods and services. Bankers are essential to the success of the branch or financial institution as a whole, preserving client connections, and guaranteeing adherence to financial regulations.

Key Responsibilities:

  • Help clients with routine banking activities like making deposits, withdrawals, and transfers
  • Opening and upkeeping personal as well as corporate banking profiles
  • Advise on available banking products such as loans, credit cards, and savings instruments
  • Recognize the demands of customers and suggest appropriate financial remedies
  • Cultivate and maintain strong customer relationships to secure contentment and dedication
  • Make sure to comply with internal policies and adhere to government regulations
  • Deal with customer grievances promptly and in a professional way
  • Support the branch in attaining its sales and service goals effectively
  • Keep precise records and documentation up to date

Benefits:

  • Plans offering medical, dental, and vision insurance coverage
  • By contributing to an HSA or an FSA, individuals can effectively lower their taxable income and save money on healthcare costs
  • Assistance tailored to mental health needs along with the utilization of an Employee Assistance Program (EAP)
  • A retirement fund option, the 401(k) plan, which features a company match benefit
  • An ESPP, also known as an employee stock purchase plan, enables employees to purchase company stock at a discounted price through regular payroll deductions
  • Compensation models that link bonuses to performance or set annual targets can enhance employee engagement and drive productivity within organizations

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