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Floating Banker Jobs in Michigan (NOW HIRING)

Dart Bank

Universal Banker (Mason)

Mason, MI · On-site

$15.75 - $19.75/hr

Floating is collaborative and planned whenever possible; however, flexibility is an expectation of ... Dart Bank is a community bank, serving our community since 1925. We specialize in providing ...

Bank of Ann Arbor

Relationship Banker (Reserve)

Ann Arbor, MI · On-site

$18 - $23.75/hr

Description In this position, your main location will be at the Downtown Ann Arbor Bank of Ann Arbor branch while also floating to other Washtenaw County Bank of Ann Arbor branches as needed based on ...

Bank of Ann Arbor

Relationship Banker (Reserve)

Ann Arbor, MI · On-site

$18 - $23.75/hr

In this position, your main location will be at the Downtown Ann Arbor Bank of Ann Arbor branch while also floating to other Washtenaw County Bank of Ann Arbor branches as needed based on scheduling ...

Bank of Ann Arbor

Relationship Banker (Reserve)

Ann Arbor, MI · On-site

$18 - $23.75/hr

In this position, your main location will be at the Downtown Ann Arbor Bank of Ann Arbor branch while also floating to other Washtenaw County Bank of Ann Arbor branches as needed based on scheduling ...

Bank of Ann Arbor

Relationship Banker (Reserve)

Ann Arbor, MI · On-site

$18 - $23.75/hr

In this position, your main location will be at the Downtown Ann Arbor Bank of Ann Arbor branch while also floating to other Washtenaw County Bank of Ann Arbor branches as needed based on scheduling ...

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Floating Banker information

What is a floating banker?

A Floating Banker is a financial professional who works across multiple bank branches instead of being assigned to just one location. Their primary role is to provide support wherever needed, helping with customer service, account management, and financial transactions. Floating Bankers are trained to adapt quickly to different teams and environments, ensuring consistent service for clients. They play a crucial role in covering staff shortages, vacations, or increased workloads at various branches.

What are the key skills and qualifications needed to thrive as a floating banker, and why are they important?

To thrive as a Floating Banker, you need a solid understanding of banking operations, customer service, and financial products, typically supported by a background in finance or business. Familiarity with core banking systems, cash handling procedures, and compliance regulations such as AML and KYC is essential. Excellent interpersonal skills, adaptability, and problem-solving abilities help you connect with clients and adjust to different branch environments. These skills ensure consistent, high-quality service across multiple locations, supporting both customer satisfaction and operational efficiency.

How does a floating banker adapt to working at multiple branch locations and teams?

As a Floating Banker, you will regularly rotate between different branches, filling in where needed and supporting various teams. This requires strong adaptability, as each location may have unique processes, customer bases, and team dynamics. Building rapport quickly with new colleagues and learning site-specific procedures are key to success. The role offers valuable exposure to diverse banking environments and can accelerate your understanding of the organization, making it an excellent stepping stone for future advancement.

What is the difference between Floating Banker vs Loan Officer?

AspectFloating BankerLoan Officer
CredentialsBanking certifications, sometimes licensesLoan origination licenses, certifications
Work EnvironmentBank branches, financial institutionsBank branches, mortgage companies
Industry UsageBanking sector, financial servicesMortgage lending, banking
Primary RoleAssisting customers with various banking needs, including deposits and withdrawalsEvaluating and approving loan applications

While both Floating Bankers and Loan Officers work within banking environments, Floating Bankers typically handle a range of banking services across different branches, whereas Loan Officers focus specifically on evaluating and processing loan applications. Understanding these distinctions helps clarify their roles within the financial industry.

What does a floating relationship banker do?

A floating relationship banker is a banking professional who provides personalized financial services to clients across different branches or locations, often working on a flexible schedule. They build and maintain client relationships, offer banking products, and may assist with complex financial needs, requiring strong communication and customer service skills.
Floating Banker jobs near you

Universal Banker (Mason)

Mason, MI • On-site

Dart Bank
See more jobs at Dart Bankexternal

$15.75 - $19.75/hr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 26 days ago

Key responsibilities

  • Accurately process a variety of teller transactions, including deposits, withdrawals, payments, and cash handling.

  • Open and service consumer deposit accounts, including checking, savings, CDs, and related services.

  • Conduct customer needs based conversations and recommend appropriate products and services.

Job description

Home Office: Mason
Job Summary
The Universal Banker is responsible for providing exceptional customer service by performing teller transactions, opening and maintaining consumer accounts, and identifying customer needs to recommend appropriate banking products and services. This position supports the bank's mission by delivering a consistent, relationship focused banking experience while adhering to all policies, procedures, and regulatory requirements.
The Universal Banker is assigned to the Mason office as their home location and will float to other offices as business needs require.
Job Duties
  • Primary Responsibilities
    • Accurately process a variety of teller transactions, including deposits, withdrawals, payments, and cash handling.
    • Open and service consumer deposit accounts, including checking, savings, CDs, and related services.
    • Conduct customer needs based conversations and recommend appropriate products and services.
    • Identify referral opportunities for Mortgage, Treasury Management, Wealth, and other departments.
    • Maintain compliance with all bank policies, procedures, and regulatory requirements (including BSA/AML).
    • Utilize bank systems and CRM tools to document customer interactions and referrals.
    • Respond professionally to customer inquiries and resolve issues efficiently.
    • Promote digital banking tools and educate customers on self service options.
    • Maintain a high level of confidentiality and professionalism at all times.
    • Participate in training, coaching, and continuous development activities.
    • Works collaboratively with the Mason office team and supports other retail offices when needed.
    • Adheres to all Federal and State laws and regulations, including the Bank Secrecy Act.
    • Other duties as assigned.
  • Home Office & Float Expectations
    • The Mason office is the Universal Banker's primary and home office assignment.
    • The position is scheduled and staffed primarily in Mason.
    • The Universal Banker may float to other branch locations on an as needed basis to support:
      • Coverage due to PTO, illness, or vacancies.
      • Business volume or operational needs.
      • Training or temporary assignments.
      • Floating is collaborative and planned whenever possible; however, flexibility is an expectation of the role.

Essential Functions
  • To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed in this job description are representative of the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the position.
  • Requires the ability to handle cash, stand for extended periods, and engage with customers throughout the workday.

Qualifications
  • Education
    • High school diploma or equivalent, some additional education in banking and/or financial planning would be helpful.
  • Skills
    • Strong communication and relationship building skills.
    • Ability to balance transactional accuracy with sales and service conversations.
    • Flexibility and teamwork mindset.
    • Compliance focused with strong attention to detail.
  • Experience
    • Previous customer service or banking experience preferred.

FLSA Status:
  • Non-Exempt

Supervised by
  • Regional Retail Community Bank Manager

Supervises
  • None

Management retains the discretion to change this job description at any time.
Dart Bank is a community bank, serving our community since 1925. We specialize in providing financial services, but we are passionate about serving the community and building real relationships with people. Dart Bank provides innovative financial services for both personal and business banking, consumer and mortgage loans, commercial loans and lines of credit, merchant credit card processing, investment services and more. Our array of products and services and our longstanding history within our communities shows we care about what matters most for our customers and we are there for them for the most important times in their lives. Dart Bank. For What Matters Most.
We offer:
  • Medical Benefits
  • Dental
  • Vision
  • 401(K) Plan with Employer Matching
  • Employee Stock Ownership Plan (Profit Sharing)
  • Paid vacation & sick time
  • Flexible scheduling
  • Employee Assistance Program
  • Dart Bank University

Dart Bank is committed to providing equal opportunity in employment, maintaining a diverse workforce, and prohibiting all forms of unlawful discrimination and harassment.
All employment decisions, policies, and practices, in terms of the recruitment process and other conditions and privileges of employment, will comply with applicable federal, state, and local anti-discrimination laws. The Company seeks, employs, promotes, and compensates qualified individuals based on ability, as demonstrated by performance and other legitimate nondiscriminatory factors, without regard to race, color, religion, national origin, citizenship, ancestry, sex (including sexual orientation, gender expression, and gender identity), age, physical or mental disability, pregnancy, genetic information, military status, veteran status, or any other protected status under federal, state (in Michigan: marital status, familial status, height, weight, and misdemeanor arrest record), or local law (individually and collectively, "Protected Class"). This employer participates in E Verify and will provide the federal government with your Form I 9 information to confirm that you are authorized to work in the United States. If E Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so that you can begin to resolve the issue before this employer can take any action against you, including terminating your employment. This employer can only use E Verify once you have accepted a job offer and completed Form I 9.
Technology & Workspace Requirements
Dart Bank is committed to supporting flexible work arrangements when they align with business and position requirements. Remote and hybrid work are privileges that carry additional responsibilities and workspace requirements to ensure employees can effectively and securely perform their job duties.
To support our technology and security standards, employees are required to have a modern smartphone capable of supporting company authentication and communication applications.
Employees in remote or hybrid roles will be provided with a computer, monitors, docking station, keyboard, and mouse to perform their work. Employees must maintain a work environment that supports the effective performance of their job duties, including a reliable high-speed internet connection with minimum speeds of 25 Mbps download and 5 Mbps upload.

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