Relationship Advisor (Full-Time)
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.
Qualifications:
• 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.
Compensation
$20.54-$23.78 HourlyAbout Us
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.
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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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