Float and Finance Analyst

Position Overview

A Float and Finance 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. 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
• Setting up and managing personal and professional financial accounts
• Assist with navigating through banking services like loans, credit cards, and savings plans
• Assess the needs of clients and recommend suitable financial options
• Develop and manage robust customer relations to guarantee satisfaction and loyalty
• Adhere to all internal policies while also following government regulations diligently
• Tackle customer issues swiftly and with professionalism
• Help the branch achieve its sales and service targets successfully
• Ensure that records and documents are accurately maintained

Benefits & Perks

• Benefits for health, dental, and vision expenses through insurance
• Coverage for a wide range of eligible medical expenses including doctor's visits, prescriptions, dental and vision care
• Access to mental health support and an Employee Assistance Program (EAP)
• A 401(k) retirement plan with employer matching contribution
• An Employee Stock Purchase Plan (ESPP) offering company shares at a discounted rate
• Performance-driven incentive structures and yearly bonus programs