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Floating Banker Jobs in Washington (NOW HIRING)

EagleBank

US-MD-Chevy Chase

Chevy Chase, MD · On-site

$20.05 - $28.26/hr

After 6 months in the floating pool, you can apply to other positions. The Community Banking division includes our branch network and our Customer Care Center. While we are known for our commercial ...

Shore United Bank

Mobile Bank Teller

Annapolis, MD · On-site

$20 - $23/hr

As a Mobile Branch Banking Specialist I, you are the face of the bank, building meaningful ... This is a floating position that will work a rotational schedule between branches in the Chesapeake ...

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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.

What cities in Washington are hiring for Floating Banker jobs?

Cities in Washington with the most Floating Banker job openings:

Floating Banker jobs near you

Floating Assistant Branch Manager

Washington, DC • On-site

SPECTRA CREDIT UNION
Finance and Insurance • 51 - 200 employees
Learn more about SPECTRA CREDIT UNIONexternal

Full-time

Posted 26 days ago

Job description

Floating Assistant Member Service Manager

Company: Spectra Credit Union
Location: Washington, DC - Alexandria, VA - Waldorf, MD

Are you a versatile leader who thrives in dynamic environments, enjoys developing employees, and is passionate about delivering exceptional member experiences? If so, Spectra Credit Union is looking for a collaborative and adaptable Floating Assistant Member Service Manager to join our Retail leadership team. 

Position Overview

The Floating Assistant Member Service Manager assists the Director of Retail and the Retail Management team in leading daily operations, employee development, member service delivery, and production goals throughout the credit union. This position provides leadership support across all branch locations and the Communication Center to ensure staffing continuity, operational excellence, member satisfaction, and achievement of organizational objectives. When not assigned to another location, the Floating Assistant Member Service Manager will be based at the Lab Branch.

The ideal candidate is a flexible and service-driven leader who excels at coaching employees, building strong member relationships, and adapting quickly to meet the needs of different teams and locations across the organization.

What qualities are we looking for in a Floating Assistant Member Service Manager?
  • Member-Focused
  • Strong Leader and Coach
  • Relationship Builder
  • Adaptable and Flexible
  • Results Driven
  • Effective Communicator
  • Team-Oriented Collaborator
  • Strategic Problem Solver
  • Organized and detail-oriented
  • Positive and Professional
  • Decision Maker
  • Continuous Improvement Mindset
The position's essential duties include the following:
  • Provide leadership coverage for branch and Communication Center vacancies, leaves, training periods, and special projects.
  • Direct, coach, develop, and motivate branch and Communication Center employees.
  • Assist with employee coaching, performance management, training, and development.
  • Conduct team huddles and meetings to communicate goals, operational updates, new products, procedures, and organizational initiatives.
  • Identify training opportunities and support cross-training efforts among employees.
  • Promote exceptional member service across all channels, including in-person, phone, email, chat, and digital interactions.
  • Assist managers in implementing service and sales strategies that support membership growth, loan growth, and member retention.
  • Monitor member interactions and provide coaching to strengthen service excellence and relationship-building skills.
  • Resolve escalated member concerns and ensure positive outcomes.
  • Support daily branch and Communication Center operations to maintain service, productivity, quality, and growth goals.
  • Assist with staffing adjustments, workflow management, queue management, and resource allocation.
  • Review operational reports and performance metrics to identify trends and opportunities for improvement.
  • Underwrite loans within assigned authority levels and provide guidance on lending decisions.
  • Ensure adherence to policies, procedures, regulatory requirements, security standards, and operational controls.
  • Serve as acting leader during manager absences or vacancies.
  • Quickly adapt to the operational needs, culture, and staffing requirements of different locations.
  • Assist with implementing new products, services, technologies, and organizational initiatives.
  • Support organizational consistency by reinforcing policies, procedures, service standards, and leadership expectations across all service channels.
  • Participate in special projects and strategic initiatives as assigned.
  • Comply with applicable laws and regulations, including but not limited to the Bank Secrecy Act, USA PATRIOT Act, Office of Foreign Assets Control, and SAFE Act requirements. 
Education & Experience
  • An associate degree or completion of a specialized course of study at a business or trade school is required. Equivalent experience may be considered.
  • Three to five years of progressive financial institution experience.
  • Experience in branch operations, member service, lending, contact center operations, or supervisory responsibilities.
  • Strong leadership, coaching, and employee development skills.
  • Consumer lending and underwriting knowledge.
  • Knowledge of branch and contact center operations.
  • Strong sales, service, and relationship-building abilities.
  • Demonstrated decision-making and problem-solving skills.
  • Ability to analyze operational and performance metrics to drive improvements.
  • Proficiency with core processing systems, contact center platforms, CRM tools, and Microsoft Office applications.
Why Join Spectra Credit Union?

At Spectra Credit Union, we believe our employees are our greatest asset. As the Floating Assistant Member Service Manager, you'll have the unique opportunity to support multiple teams, develop employees across the organization, and make a direct impact on the member experience while helping drive operational success.

Are you ready to build a more vibrant future? This is more than a job; it's an opportunity to lead, inspire, and make a meaningful impact across the credit union every day.

Apply