Relationship Banker

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

• engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
• accurately and efficiently processing cash transactions for clients as needed
• having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals

Requirements

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Focuses on results while acting in the best interest of the client
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance
• Experience in financial services and knowledge of financial services industry, products and solutions
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
• Six months of cash handling experience
• Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

Core Competencies

Demonstrates strong client engagement and relationship-building skills while effectively educating clients on self-service banking technologies. Possesses critical thinking and problem-solving abilities to identify and connect clients with appropriate financial solutions.

Highest-signal resume keywords

• Client Engagement
• Cash Handling Experience
• Financial Services Knowledge
• Sales Experience
• Self-Service Technology Education

ATS Optimization Keywords

Hard Skills

• Cash Transactions Processing
• Self-Service Banking Technologies
• Financial Products Knowledge
• Sales Techniques
• Time Management

Soft Skills

• Effective Communication
• Relationship Building
• Critical Thinking
• Problem Solving
• Motivation

Certifications & Qualifications

• Bachelor's Degree
• Associate's Degree in Business Management
• Associate's Degree in Business Administration
• Associate's Degree in Finance

Industry Keywords

• Financial Services
• Client Solutions
• Sales Goals
• Regulatory Compliance
• Client Priorities

Tools & Technologies

• Mobile Banking
• Online Banking
• ATM