Floating Retail Specialist

Floating Retail Specialist

Position Summary:

A Floating Retail Specialist is a flexible banking professional who supports multiple branch locations by assisting customers with everyday financial needs, including account management, 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 performance and success of the banking organization.

Core Responsibilities:

• Assist patrons in completing everyday banking tasks such as depositing, withdrawing, and transferring money
• Beginning and preserving personal and company financial accounts
• Provide guidance on understanding and selecting from banking products like loans, credit cards, and savings options
• Identify customer needs and advise on the right financial solutions
• Establish and uphold sturdy customer connections to ensure satisfaction and allegiance
• Follow internal policies rigorously and comply with all governmental regulations
• Respond to customer concerns quickly and in a professional manner
• Assist in meeting the branch's objectives regarding sales and service achievements
• Maintain precise and up-to-date records and documentation

Employee Benefits:

• Policies that include medical, dental, and vision insurance benefits
• By contributing to an HSA or an FSA, individuals can effectively lower their taxable income and save money on healthcare costs
• Help for mental health issues and the existence of an Employee Assistance Program (EAP) for support
• A financial plan for retirement, the 401(k) with company match, offering a way for employees to grow their 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
• Programs that provide incentives based on performance or yearly bonuses aim to create a culture of excellence and instill a sense of accomplishment among employees

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