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

Floating Capital Coordinator

Location : Chino Hills, CA, 91709