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Float and Finance Analyst

JPMorgan Chase & Co.

Woodmere · On-site Full-time 1w ago

About the role

Float and Finance Analyst

About

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.

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

  • Benefits for health, dental, and vision expenses through insurance
  • Both accounts can be used to pay for a wide range of eligible medical expenses, including doctor's visits, prescriptions, dental care, and vision care
  • Access to mental health support and engagement with an Employee Assistance Program (EAP) for employees
  • A savings strategy for retirement, the 401(k) plan, accompanied by an employer matching contribution
  • The ESPP offers employees the opportunity to acquire company shares, typically at a discounted rate, as a benefit of their employment
  • Performance-driven incentive structures or yearly bonus programs are implemented to encourage employees to meet or exceed performance expectations

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