Senior Financial Center Associate - Floater
About The Position
The Senior Financial Center Associate – Floater assists the Financial Center Manager with bank operations and supports Private Client Groups and clients in accordance with applicable bank policies and procedures. The role travels extensively among Financial Centers to provide staffing support in New Jersey and Staten Island, as well as locations throughout New York, including the five boroughs, upstate New York, and Long Island. The associate serves as a backup to the Financial Center Manager and helps maintain client relationships, respond to account inquiries, resolve operational issues, and support financial center projects. The position requires compliance with applicable federal, state, and local laws and regulations and completion of required training.
Requirements
- High school diploma, high school equivalency, or foreign equivalent.
- At least 3 years of teller experience in financial services.
- At least 2 years of supervisory experience in a branch setting, including managing tellers and compliance.
- Ability to travel extensively to various New York locations, including the five boroughs, upstate New York, and Long Island.
- Experience working in a changing, dynamic environment.
- Knowledge of business accounts and wire transfers.
- Professionalism, problem-solving ability, and strong interpersonal, verbal, and written communication skills.
- Client-service orientation and ability to work as a team player.
- Motivation and ability to work independently with minimal supervision.
- Ability to maintain positive relationships and manage multiple projects.
- Ability to build and maintain effective stakeholder relationships through clear communication, proactive collaboration, and cross-functional insights.
- Ability to build trusted internal or external client relationships, identify needs, and deliver tailored solutions.
- Ability to support a positive work culture and productive work environment.
- Moderate physical exertion and stamina, including standing, sitting, walking, driving, or infrequent lifting.
Responsibilities
- Back up the Financial Center Manager.
- Assist with opening and closing the Financial Center and with facilities issues, POD scanning, review of teller work, invoice payment and Financial Center proof, daily and monthly reports, and monthly audits.
- Service client relationships and respond to inquiries and requests regarding accounts.
- Assist Private Client Groups with client relationships, including wire transfers, new account paperwork, foreign wires, and collections.
- Help back-office personnel resolve operational issues, including proof, investigations, and wire transfer requests.
- Assist financial center management with projects and perform special projects and other duties as required.
- Complete ongoing training, including compliance and HR training.
- Adhere to regulatory and compliance policies and standards and maintain compliance with applicable federal, state, and local laws and regulations.
- Travel extensively to various Financial Centers in New Jersey and New York, including Staten Island, the five boroughs, upstate New York, and Long Island.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Comprehensive leave program
- Variable incentives, bonuses, commissions, or other awards may be included in total compensation.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
