Chase

Chase

Floating Capital Coordinator

Location : Bay Shore, NY, 11706

Job Type : Other

Date Posted : 2 September 2026

Floating Capital Coordinator

Position Overview:

A Floating Capital Coordinator is a versatile financial professional responsible for supporting multiple branches with customer banking needs, including account setup, transaction processing, financial guidance, and promotion of banking products and services. This role plays a key part in maintaining strong client relationships, ensuring regulatory compliance, and contributing to the overall performance and success of the financial institution.

Primary 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

Employee 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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