Relationship Advisor (Full-Time)

Job Description

Job Description

We are looking for a service-driven Member Services Representative to support members with everyday financial needs while creating a welcoming and detail-oriented experience in Tallahassee, Florida. This Long-term Contract position is ideal for someone who enjoys building trust, explaining financial solutions clearly, and contributing to smooth branch operations in a fast-moving financial services environment. The person in this role will combine member support, transaction processing, and product education to help strengthen relationships and promote financial well-being.

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.• 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.