Float Personal Banker Associate

Job Description:

A Float Personal Banker Associate 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. Float Personal Banker Associates play a key role in maintaining customer relationships, ensuring compliance with financial regulations, and supporting the overall success of the branch or financial institution.

Key Responsibilities:

Assist patrons in completing everyday banking tasks such as depositing, withdrawing, and transferring money
Starting and taking care of personal and business account operations
Give recommendations on banking services such as loan products, credit card options, and savings solutions
Identify customer needs and advise on the right financial solutions
Construct and uphold firm customer connections to ensure gratification and dedication
Ensure compliance with both internal policies and government regulations
Respond to customer concerns quickly and in a professional manner
Enhance efforts towards fulfilling branch sales and service objectives
Maintain precise and up-to-date records and documentation

Benefits:

Protection for medical expenses, dental treatments, and vision care
Ultimately, both an HSA and an FSA can be valuable tools for managing healthcare costs and saving money on medical expenses
Aid for mental health concerns and the option to engage with an Employee Assistance Program (EAP)
An employee benefit program, the 401(k) retirement plan with company match, aimed at helping workers build their retirement savings
The employee stock purchase plan allows workers to invest in their company's stock by regularly contributing a portion of their salary towards stock purchases
The implementation of performance-based incentives and annual bonus programs is intended to drive performance, foster a culture of meritocracy, and reward employees for their hard work and dedication

Float Personal Banker Associate

Location : South Palm Beach, FL, 33480