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The Bank of Tampa · 2 days ago

Banking Representative

Downtown, Tampa, FL, US

Full-time

Onsite

Entry Level

1+ years exp

The Bank of Tampa is dedicated to providing exceptional service to clients and prospective clients. The Banking Representative role involves managing client transactions, maintaining cash drawers, and ensuring a positive client experience while adhering to bank policies.

BankingFinancial ServicesVenture Capital

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 interaction—internal or external—is 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 communication—both written and verbal—appropriate 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