Float Personal Banker Associate

Float Personal Banker Associate

Role Summary:

A Float Personal Banker Associate is a financial professional responsible for supporting customers with a variety of banking needs, including account opening, transaction processing, financial guidance, and promotion of banking products and services. This role is essential in building strong customer relationships, ensuring compliance with financial regulations, and contributing to the overall success of the financial institution.

Benefits:

• Medical, dental, and vision insurance coverage
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options for healthcare cost management
• Mental health support and access to an Employee Assistance Program (EAP)
• 401(k) retirement plan with employer matching contributions
• Employee Stock Purchase Plan (ESPP) allowing employees to purchase company stock through payroll deductions at a discounted rate
• Performance-based incentive programs and annual bonuses recognizing employee performance and contribution

Key Responsibilities:

• Assist customers with daily banking tasks such as deposits, withdrawals, and fund transfers
• Open and manage personal and business banking accounts
• Recommend banking products including loans, credit cards, and savings solutions
• Identify customer financial needs and suggest appropriate solutions
• Develop and maintain strong customer relationships to ensure satisfaction and loyalty
• Ensure adherence to internal policies and applicable regulatory requirements
• Respond to customer inquiries and concerns in a prompt and professional manner
• Support branch sales and service goals through active contribution and teamwork
• Maintain accurate and up-to-date records and documentation

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