Job Description for Floating Banking Specialist:

A Floating 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. 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.

Key Responsibilities:

Support customers in carrying out daily financial transactions such as depositing money, withdrawing cash, and transferring funds
Establishing and looking after personal and entrepreneurial banking accounts
Provide information on banking offerings including loans, credit card opportunities, and savings options
Assess the needs of clients and recommend suitable financial options
Cultivate and uphold enduring customer bonds to secure their satisfaction and allegiance
Adhere to all internal policies while also following government regulations diligently
Provide efficient and courteous solutions to customer problems
Partner with the branch to reach its sales and service targets successfully
Ensure that records and documents are accurately maintained

Benefits:

Insurance for healthcare, dental care, and eye care services
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
Offering support for mental well-being and utilization of an Employee Assistance Program (EAP)
A retirement investment plan, the 401(k) with employer contribution, which allows employees to save more effectively
The ESPP offers employees the opportunity to acquire company shares, typically at a discounted rate, as a benefit of their employment
Strategies such as performance-based incentives or annual bonus schemes can serve as powerful motivational tools to inspire employees to perform at their best

Floating Banking Specialist

Location : Sunnyvale, TX, 75182