Float Personal Banker Associate

Float Personal Banker Associate

Job Description:

A Float Personal Banker Associate 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. Float Personal Banker Associates 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:

• Assist patrons in completing everyday banking tasks such as depositing, withdrawing, and transferring money
• Starting and taking care of personal and business account operations
• Give recommendations on banking services such as loan products, credit card options, and savings solutions
• Identify customer needs and advise on the right financial solutions
• Construct and uphold firm customer connections to ensure gratification and dedication
• Ensure compliance with both internal policies and government regulations
• Respond to customer concerns quickly and in a professional manner
• Enhance efforts towards fulfilling branch sales and service objectives
• Maintain precise and up-to-date records and documentation

Benefits:

• Protection for medical expenses, dental treatments, and vision care
• Ultimately, both an HSA and an FSA can be valuable tools for managing healthcare costs and saving money on medical expenses
• Aid for mental health concerns and the option to engage with an Employee Assistance Program (EAP)
• An employee benefit program, the 401(k) retirement plan with company match, aimed at helping workers build their retirement savings
• The employee stock purchase plan allows workers to invest in their company's stock by regularly contributing a portion of their salary towards stock purchases
• The implementation of performance-based incentives and annual bonus programs is intended to drive performance, foster a culture of meritocracy, and reward employees for their hard work and dedication

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