Floating Relationship Banker

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

Apply Now