Job Description forFloating Relationship Banker:

A Floating Relationship Banker 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:

Coverage for healthcare, dental procedures, and vision examinations
Individuals should carefully consider their healthcare needs and expenses when deciding between an HSA and an FSA to choose the option that best fits their situation
Access to mental health support and engagement with an Employee Assistance Program (EAP) for employees
A retirement fund option, the 401(k) plan, which features a company match benefit
By participating in an ESPP, employees can accumulate company stock over time through gradual payroll deductions at a reduced price
Incentive programs tied to performance metrics or annual bonuses are structured to encourage employees to strive for continuous improvement and success

Major Duties::

Offer assistance to clients in executing standard banking transactions such as depositing funds, withdrawing cash, and transferring money
Creating and sustaining individual and business-related financial profiles
Assist with navigating through banking services like loans, credit cards, and savings plans
Recognize customer demands and advise on fitting financial solutions
Forge and sustain lasting customer bonds to secure satisfaction and loyalty
Comply with internal policies and adhere to regulations set forth by the authorities
Tackle customer issues swiftly and with professionalism
Support the branch in attaining its sales and service goals effectively
Keep meticulous records and documentation for reference

Floating Relationship Banker

Location : Ballston Spa, NY, 12020