Floating Business Banking Specialist

Job Description for Floating Business Banking Specialist:

A Floating Business Banking 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 Business Banking 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.

Key Responsibilities:

• Aid individuals with their day-to-day banking needs, including activities like depositing funds, withdrawing money, and moving finances between accounts
• Establishing and looking after personal and entrepreneurial banking accounts
• Share insights on different types of banking products like loans, credit cards, and savings vehicles
• Assess the needs of clients and recommend suitable financial options
• Establish and manage solid customer relations to maintain contented and loyal customers
• Adhere to all internal policies while also following government regulations diligently
• Handle customer complaints promptly and with professionalism
• Partner with the branch to reach its sales and service targets successfully
• Keep thorough and precise documentation in order

Benefits:

• Comprehensive coverage including medical, dental, and vision insurance
• Both accounts can be used to pay for a wide range of eligible medical expenses, including doctor's visits, prescriptions, dental care, and vision care
• Support services for mental health and availability of an Employee Assistance Program (EAP)
• A retirement investment plan, the 401(k) with employer contribution, which allows employees to save more effectively
• Through an ESPP, eligible employees can set aside a portion of their paycheck to buy company stock at a discounted price, usually below the market value
• Strategies such as performance-based incentives or annual bonus schemes can serve as powerful motivational tools to inspire employees to perform at their best

Apply Now