Floating Relationship Banker

Floating Relationship Banker

Role Summary:

A Floating Relationship Banker is a financial professional who supports clients with a wide range of banking services, including account opening, transaction processing, financial guidance, and promotion of banking products and services. This role is important for maintaining strong customer relationships, ensuring compliance with financial regulations, and contributing to the overall success of the branch and financial institution.

Key Responsibilities:

• Assist customers with routine banking transactions such as deposits, withdrawals, and fund transfers
• Open and maintain personal and business financial accounts
• Guide customers on banking services including loans, credit cards, and savings plans
• Identify customer needs and recommend suitable financial solutions
• Build and maintain long-term customer relationships to ensure satisfaction and loyalty
• Comply with internal policies and applicable regulatory requirements
• Resolve customer issues promptly and professionally
• Support branch sales and service goals through effective contribution
• Maintain accurate and detailed records and documentation

Benefits:

• Medical, dental, and vision insurance coverage
• Careful consideration of HSA and FSA options based on individual healthcare needs and eligibility
• Mental health support services and access to an Employee Assistance Program (EAP)
• 401(k) retirement plan with employer matching contributions
• Employee Stock Purchase Plan (ESPP) enabling employees to acquire company stock at a discounted rate through payroll deductions
• Performance-based incentive programs and annual bonus opportunities designed to encourage achievement and reward performance

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