Job Description forFinancial Drifter:

A Financial Drifter is a financial professional who assists clients with a wide range of banking needs, including opening accounts, processing transactions, providing financial advice, and promoting banking products and services. Bankers play a key role in maintaining customer relationships, ensuring compliance with financial regulations, and supporting the overall success of the branch or financial institution.

Benefits:

Health coverage for medical, dental, and vision needs
An HSA is available to individuals who have a high-deductible health insurance plan, while an FSA is typically offered through an employer-sponsored benefits package
Help for mental health issues and the existence of an Employee Assistance Program (EAP) for support
An employee benefit program, the 401(k) retirement plan with company match, aimed at helping workers build their retirement savings
Through an ESPP, eligible employees can opt to allocate a percentage of their earnings towards the purchase of company shares at a discounted price
Performance-driven incentive structures or yearly bonus programs are implemented to encourage employees to meet or exceed performance expectations

Key Responsibilities:

Help clients with routine banking activities like making deposits, withdrawals, and transfers
Setting up and managing personal and professional financial accounts
Offer support and information on banking products such as loans, credit cards, and savings alternatives
Identify customer needs and advise on the right financial solutions
Create and manage solid customer relations to maintain happy and committed clientele
Adhere to all company policies internally and comply with government regulations
Address customer issues in a timely and courteous manner
Help the branch achieve its sales and service targets successfully
Maintain accurate documentation and records consistently

Financial Drifter

Location : Balcones Heights, TX, 78201