Float and Finance Analyst

Float and Finance Analyst

Role Overview:

As a Float and Finance Analyst, you will be responsible for monitoring and managing branch cash flows, ensuring financial accuracy, and supporting daily branch operations. You will work closely with Relationship Bankers, branch staff, and operations teams to maintain financial integrity and efficient fund management across the network.

Key Duties and Responsibilities:

• Inform customers and staff about the full range of bank services, including branch-based, digital, and partner-supported solutions.
• Meet personal and operational objectives through appropriate levels of in-person and outbound interactions, providing needs-based financial guidance.
• Manage tasks related to account openings and closings, assisting customers with account selection, reviewing account information, and ensuring compliance with BSA and CIP standards.
• Support consumer loan processes: solicit loan applications, stay current on loan policies, and help manage consumer loan balances across the branch network.
• Identify operational and customer needs and coordinate with partner-focused teams serving small businesses, corporate clients, institutions, and financial advisors.
• Ensure optimal customer satisfaction by engaging with clients proactively and delivering exceptional service experiences.
• Verify that all departmental documentation and activities adhere to applicable laws, regulations, and policies, including completing mandatory compliance training.
• Handle requests and transactions professionally, engaging in meaningful conversations to understand customer requirements and provide relevant solutions.
• Undertake additional responsibilities as assigned by management.

Qualifications:

• Ability to motivate and communicate effectively in one-on-one and small group settings with customers, clients, and internal staff.
• Team-oriented mindset to collectively serve customers in a fast-moving banking environment.
• Ability to manage and guide branch staff according to established processes and protocols in the AFCM's absence.

Education And/Or Experience:

• HS Diploma/GED required; additional education in finance, banking, or related fields is advantageous.
• At least one year of frontline customer service or operational experience, emphasizing target achievement and accuracy.
• Registration with the National Mortgage Licensing System and Registry (NMLS) is mandatory for this role.

Computer Skills:

• Proficiency in MS Office programs.
• Ability to leverage social media tools for brand visibility and market insights.

Other Qualifications:

• Occasional travel for meetings, training, and supporting branch conversions or acquisitions, with minimal overnight or out-of-town requirements.
• Ability to provide guidance and support to other branches or banking operations in the market.

About Company:

Simmons First National Corporation and its subsidiaries are committed to equal employment opportunities, without regard to race, color, religion, sex, sexual orientation, ancestry, gender identity, national origin, covered veterans, military status, physical or mental disability, or any other legally protected classifications.

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