Floating Banker

Overview

• Serve as a Floating Banker, engaging clients and prospects to provide tailored banking solutions.
• Deliver exceptional customer service while processing transactions and fulfilling sales and service needs.
• Work across multiple branches to support operational and client engagement requirements.
• Collaborate with team members to ensure seamless banking experiences for clients.
• Maintain a welcoming and professional environment for all clients and visitors.
• Provide consultative selling to identify and address client financial needs effectively.
• Adhere to organizational policies and procedures while ensuring regulatory compliance.
• Contribute to the success of the client’s banking operations through proactive engagement.

Key Responsibilities & Duties

• Engage clients and prospects to understand their financial needs and recommend suitable products.
• Process transactions accurately and efficiently, ensuring client satisfaction.
• Collaborate with branch teams to deliver consistent and high-quality service.
• Support branch operations by floating between locations as required.
• Maintain up-to-date knowledge of banking products and services to assist clients effectively.
• Ensure compliance with banking regulations and internal policies.
• Assist in achieving branch sales and service goals through proactive engagement.
• Participate in training and development programs to enhance skills and knowledge.

Job Requirements

• High School Diploma or GED required; additional education in finance or business preferred.
• Minimum of 2 years banking experience as a teller or customer service representative.
• At least 3 years of sales and service experience in a financial institution or retail setting.
• Strong consultative selling skills to identify and address client needs effectively.
• Excellent communication and interpersonal skills to engage clients professionally.
• Ability to work on-site across multiple branch locations as required.
• Proficiency in banking systems and tools to ensure efficient operations.
• Commitment to delivering exceptional client service and achieving organizational goals.