Banking Representative

Banking Representative

It is the goal of our Banking Representatives to provide quality exceptional service to our clients and prospective clients while operating a paying and receiving client window, balancing individual cash drawers and performing a variety of transactions including deposits, cash checks, payments, CTR preparation and client inquiries.

Primary Duties and Responsibilities

• Provide outstanding client experience by maintaining a friendly, proactive attitude and a genuine willingness to assist at all times.
• Serve as a positive ambassador for the bank, ensuring every interactioninternal or externalis professional, supportive, and aligned with our values.
• Initiate meaningful conversations to understand client goals and confidently refer clients to appropriate partners for products and services that meet their needs, supporting both personal and bank objectives.
• Develop rapport with clients by greeting them by name, understanding account details, responding promptly to inquiries, resolving issues efficiently, and demonstrating care in every interaction.
• Maintain precise balancing of cash drawers in accordance with policy, promptly identify and correct discrepancies, and seek assistance for complex issues when necessary.
• Process a variety of financial transactions accurately and efficiently, including deposits, withdrawals, change orders, official checks, settlement checks, and foreign currency exchanges.
• Apply knowledge of bank policies and procedures and take ownership of staying current with updates and changes.
• Continuously build skills through formal training and development opportunities while maintaining a strong understanding of the bank's products and services. Seek additional support when needed to enhance expertise.
• Deliver clear, concise, and professional communicationboth written and verbalappropriate for a business environment.
• Work as a supportive team member, fostering positive interactions with colleagues and management.
• Uphold trust by safeguarding all client information and maintaining strict confidentiality.
• Assist in onboarding, coaching, and mentoring new banking representatives to ensure their success.

This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.

Minimum Qualifications

• High school diploma/GED
• 1 year of customer service experience in a financial institution or retail environment.

Preferred Qualifications

• Experience delivering high levels of customer service and working with clients on a daily basis.
• Cash handling experience
• Experience working with Fiserv suite of systems.

Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work.

Make a meaningful difference in our community through our service and financial support.

Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and maintain open and forthright communication with our regulators.

Benefits

You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight:

• Eligibility for health, dental, vision, life and disability insurance coverages
• Retirement Plan - 401k with matching
• ESOP- Employee Stock Ownership Plan
• Time away from work vacation time, sick time and holidays
• Paid parental leave
• Tuition Assistance
• Professional development opportunities

THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER

A DRUG FREE WORKPLACE

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