Floating Retail Specialist

Job Summary:

A Floating Retail Specialist 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. Floating Retail Specialists play a key role in maintaining customer relationships, ensuring compliance with financial regulations, and supporting the overall success of the branch or financial institution.

Primary Job Duties:

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

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

Floating Retail Specialist

Location : Fort Collins, CO, 80523