Relationship Advisor (Full-Time)
Robert Half
Tallahassee, FL (In Person)
Full-Time
Skill Insights
Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job Description
Responsibilities:
- Build strong connections with members by learning about their financial priorities and guiding them toward suitable banking products and services.
- Explain account options, digital banking tools, and self-service resources so members can make informed decisions and manage finances more effectively.
- Handle routine and complex transactions such as deposits, withdrawals, transfers, loan or payment processing, and account updates for consumer and business accounts.
- Support both teller and member service activities based on daily branch traffic and operational needs.
- Contribute to membership and deposit growth by identifying service opportunities and recommending relevant savings or account solutions.
- Follow branch security standards, verify transaction accuracy, and remain alert to unusual activity that may indicate fraud or operational risk.
- Take part in outbound outreach efforts to maintain engagement with members and uncover additional ways to support their financial goals.
- Assist with daily branch procedures, including opening and closing tasks, balancing issues, and other operational assignments as needed.
- Work closely with team members to meet service expectations, maintain a positive branch environment, and support ongoing business objectives.
- Continue developing product knowledge, regulatory awareness, and service skills through training, coaching, and day-to-day experience. Requirements
- High school diploma or equivalent required.
- At least one year of experience in customer service, banking, retail, call center support, or another member-facing role that includes cash handling.
- Strong verbal and written communication skills with the ability to interact professionally with a wide range of members.
- Demonstrated ability to manage multiple tasks efficiently while maintaining accuracy, organization, and attention to detail.
- Comfortable working in a fast-paced, team-oriented environment with changing priorities and member volumes.
- Basic computer proficiency, including typing skills and familiarity with Microsoft Office applications.
- Experience using banking platforms, financial systems, or customer service software is preferred.
- Commitment to delivering excellent service with professionalism, sound judgment, and a member-first mindset.
Similar remote jobs
Emory University
Atlanta, GA
Posted1 day ago
Updated51 minutes ago
VIVA USA INC
Posted1 day ago
Updated51 minutes ago
Similar jobs in Tallahassee, FL
Fairfield Inn Tallahassee North 1/10
Tallahassee, FL
Posted1 day ago
Updated51 minutes ago
A&F Stores, Inc.
Tallahassee, FL
Posted1 day ago
Updated51 minutes ago
A&F Stores, Inc.
Tallahassee, FL
Posted1 day ago
Updated51 minutes ago
A&F Stores, Inc.
Tallahassee, FL
Posted1 day ago
Updated51 minutes ago
Similar jobs in Florida
Wells Fargo
Miami Lakes, FL
Posted1 day ago
Updated51 minutes ago
Women's Care
Lakewood Ranch, FL
Posted1 day ago
Updated51 minutes ago
Statewide Electrical Contractors inc
West Palm Beach, FL
Posted1 day ago
Updated51 minutes ago