Jobs · OTHR · Florida

Relationship Advisor (Floater)

Robert Half · Tallahassee, FL · 1 wk ago
On-siteOTHRTemporary

About the role

We are looking for a service-driven Relationship Advisor (Floater) to support members across branch operations in Tallahassee, Florida. This Long-term Contract opportunity is ideal for someone who enjoys building trust, guiding individuals toward helpful financial solutions, and creating a welcoming experience in a busy branch setting. The person in this role will handle everyday banking needs, promote digital and product awareness, and contribute to smooth day-to-day operations while maintaining a high standard of professionalism.

Responsibilities

  • Build strong member connections by learning about financial needs and suggesting suitable banking products and services.
  • Guide members through account options, digital banking tools, and self-service resources that support everyday financial management.
  • Handle routine and complex transactions such as deposits, withdrawals, transfers, loan payments, and account updates for consumer and business accounts.
  • Move between teller and platform responsibilities based on branch volume, staffing needs, and service demands.
  • Contribute to membership and deposit growth by identifying service opportunities and recommending relevant savings solutions.
  • Follow security and compliance procedures to protect member information, reduce operational exposure, and recognize suspicious activity.
  • Take part in outbound outreach efforts to increase engagement, strengthen relationships, and uncover additional service needs.
  • Assist with opening and closing activities, resolve balancing differences when needed, and support overall branch workflow.
  • Partner with team members to meet service expectations, maintain branch coverage, and support assigned operational projects.

Requirements

  • A high school diploma or equivalent required.
  • At least one year of experience in banking, customer service, retail sales, call center support, or another client-facing role involving cash handling.
  • Strong verbal and written communication skills with the ability to interact professionally with a wide range of individuals.
  • Demonstrated ability to work accurately in a fast-paced environment while managing multiple priorities.
  • Comfort using computers, typing regularly, and navigating Microsoft Office along with banking or financial service systems.
  • Commitment to delivering excellent customer service with sound judgment, integrity, and attention to detail.
  • Ability to work a permanent schedule with flexibility from Monday through Saturday based on business needs.
  • Experience supporting multiple locations or adapting quickly to changing branch assignments is preferred.

TalentMatch®

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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