Floating Investment Operations Analyst

Job Description:

A Floating Investment Operations Analyst 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 Investment Operations Analysts play a key role in maintaining customer relationships, ensuring compliance with financial regulations, and supporting the overall success of the branch or financial institution.

Major Duties:

Provide guidance to customers on performing regular banking transactions like deposits, withdrawals, and transfers
Starting and taking care of personal and business account operations
Advise on available banking products such as loans, credit cards, and savings instruments
Identify customer needs and advise on the right financial solutions
Foster and preserve strong customer relationships to guarantee contentment and faithfulness
Ensure compliance with both internal policies and government regulations
Deal with customer grievances promptly and in a professional way
Enhance efforts towards fulfilling branch sales and service objectives
Ensure accuracy in record-keeping and documentation processes

Perks:

Insurance plans encompassing medical, dental, and vision services
Ultimately, both an HSA and an FSA can be valuable tools for managing healthcare costs and saving money on medical expenses
Assistance tailored to mental health needs along with the utilization of 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
ESPPs provide employees with a convenient way to become shareholders of the company they work for by offering them discounted stock purchase options
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

Floating Investment Operations Analyst

Location : Chestnut Hill, MA, 02467