Client Banking Advisor — Self-Service Solutions

Jobtailor; Tampa (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

Jobtailor in Tampa, FL seeks an energetic client-focused associate to educate customers on self-service banking options and perform cash transactions with accuracy.

The role emphasizes solving client needs with financial solutions, building relationships, and delivering an exceptional banking experience. Weekend/extended hours may be required, and a business-related degree plus cash handling/sales background are preferred.

Qualifications

• Bachelor's or business-oriented Associate's degree as listed.
• Experience in financial services and knowledge of products/solutions.
• One year of sales experience in a salary+incentive environment.
• Six months of cash handling experience.
• Ability to educate clients on self-service banking.
• Willingness to work weekends or extended hours as needed.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service resources.
• Accurately process cash transactions for clients as needed.
• Discuss clients' financial goals and connect them to appropriate solutions.

Skills

Client Engagement

Cash Handling Experience

Financial Services Knowledge

Sales Experience

Self-Service Technology Education

Education

Bachelor's Degree

Associate's Degree in Business Management

Associate's Degree in Business Administration

Associate's Degree in Finance

Tools

Mobile Banking

Online Banking

ATM

Job description

Jobtailor in Tampa, FL seeks an energetic client-focused associate to educate customers on self-service banking options and perform cash transactions with accuracy.

The role emphasizes solving client needs with financial solutions, building relationships, and delivering an exceptional banking experience. Weekend/extended hours may be required, and a business-related degree plus cash handling/sales background are preferred.