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Relationship Banking Associate Jobs in Florida (NOW HIRING)

Valley Bank

Relationship Banker - Westshore

Tampa, FL · On-site

$17.25 - $22.75/hr

Demonstrates and promotes online and mobile banking capabilities. * Responsible for meeting ... Associates degree or Bachelors' degree with concentration in accounting, business, finance ...

Valley Bank

Relationship Banker - South Tampa

Tampa, FL · On-site

$17.50 - $23/hr

Demonstrates and promotes online and mobile banking capabilities. * Responsible for meeting ... Associates degree or Bachelors' degree with concentration in accounting, business, finance ...

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Relationship Banking Associate information

What is a relationship banking associate?

A Relationship Banking Associate is a banking professional who works directly with clients to manage their financial needs, build long-term customer relationships, and provide personalized banking solutions. They assist customers with opening accounts, processing transactions, and offering advice on products like loans, credit cards, and investment options. Relationship Banking Associates play a crucial role in providing excellent customer service, identifying sales opportunities, and ensuring customer satisfaction. Their goal is to help clients achieve their financial objectives while supporting the bank's growth and retention strategies.

What are the key skills and qualifications needed to thrive as a relationship banking associate?

To thrive as a Relationship Banking Associate, you need strong customer service abilities, sales acumen, and a solid understanding of banking products, typically supported by a high school diploma or associate degree. Familiarity with core banking systems, CRM software, and digital banking platforms is essential. Excellent communication, problem-solving, and interpersonal skills help build trust and lasting relationships with clients. These competencies are vital for providing personalized service, meeting sales goals, and enhancing customer satisfaction within a competitive financial environment.

What are some common challenges relationship banking associates face when managing client portfolios?

Relationship Banking Associates often encounter the challenge of balancing personalized service with managing a large volume of client accounts. Staying updated on a diverse range of financial products and regulations is key, as clients expect informed guidance tailored to their specific needs. Additionally, associates must navigate fluctuating client demands and economic changes, while collaborating closely with internal teams such as lending officers and financial advisors to deliver comprehensive solutions. Strong communication and organizational skills are essential to address these challenges effectively and build lasting client relationships.

What is the difference between Relationship Banking Associate vs Personal Banker?

AspectRelationship Banking AssociatePersonal Banker
CredentialsTypically requires a high school diploma or equivalent; some roles prefer relevant financial certificationsSimilar credential requirements; often requires FINRA licenses for certain services
Work EnvironmentBank branches, customer service areas, team-oriented settingsBank branches, customer-facing roles, sales-driven environment
Employer & Industry UsageUsed by retail banks, credit unions, financial institutionsCommonly used by retail banks, credit unions, financial institutions
Comparison FocusFocuses on building long-term client relationships and cross-sellingFocuses on providing banking services and account management

The main difference between a Relationship Banking Associate and a Personal Banker lies in their focus. Relationship Banking Associates emphasize building long-term client relationships and cross-selling financial products, while Personal Bankers primarily handle day-to-day banking transactions and account services. Both roles require similar credentials and work in comparable environments within retail banking institutions.

Do relationship banking associates make good money?

Relationship banking associates typically earn a base salary that ranges from $35,000 to $60,000 annually, with potential for bonuses and commissions based on performance. Compensation can vary depending on experience, location, and the financial institution, and the role often requires strong customer service and sales skills.

Is a relationship banking associate an entry-level position?

A relationship banking associate is often considered an entry-level role in banking, typically requiring a high school diploma or bachelor's degree and providing on-the-job training. The position involves customer service, basic financial knowledge, and relationship-building skills, making it suitable for those starting their banking careers.

What are popular job titles related to Relationship Banking Associate jobs in Florida?

For Relationship Banking Associate jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Relationship Banking Associate jobs in Florida look for?

The top searched job categories for Relationship Banking Associate jobs in Florida are:

What cities in Florida are hiring for Relationship Banking Associate jobs?

Cities in Florida with the most Relationship Banking Associate job openings:

Relationship Banking Associate jobs near you
Infographic showing various Relationship Banking Associate job openings in Florida as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Relationship Banker - Westshore

Valley Bank

Tampa, FL • On-site

$17.25 - $22.75/hr

Full-time

Posted 22 days ago

Valley Bank rating

7.3

Company rating: 7.3 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

111th of 171 rated banks

Job description

Responsibilities include but are not limited to:
  • Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling.
  • Deliver exceptional customer service in alignment with the bank's mission, engaging customers with friendly, professional, and solution oriented service.
  • Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs.
  • Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial solutions.
  • Meet with customers to conduct financial needs assessments, maximize sales opportunities, and provide full-service support. Open new accounts, including checking, savings, CDs, and IRAs and discuss/sell loan products to existing and prospective customers.
  • Demonstrates and promotes online and mobile banking capabilities.
  • Responsible for meeting customer expectations and achieving service quality standards. Participate/oversee the sales referral process ensuring customer financial needs are met and assist management in coaching and mentoring branch staff.
  • Perform all customers' transactions efficiently while leveraging technology to enhance service. Maintains and balances a cash drawer and utilizes teller scanning equipment, cash recyclers, cash dispensers, and coin machines.
  • Serve as Vault Teller ensuring adequate branch cash levels by managing currency and coin orders, shipments, and distribution to tellers within established limits.
  • Participate in community events and supports CRA initiatives, activities, and programs.
  • Report significant matters, issues, and unusual customer activity to management while maintaining strong knowledge of compliance and regulatory requirements.
  • Adhere to the bank's code of conduct and all policies and procedures.

Required Skills:
  • Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers.
  • Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees.
  • Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues.
  • Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form.
  • Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services.
  • Detail oriented, strong organizational skills, and high degree of accuracy.
  • Ability to manage multiple projects simultaneously.
  • Proficient computer skills.

Required Experience:
  • High School Diploma or GED equivalent; and minimum of one year experience in customer service, retail sales and service position with cash handling, or a similar role.

Preferred Experience:
  • 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program.
  • Associates degree or Bachelors' degree with concentration in accounting, business, finance, economics or a related field.
  • FIS/IBS (Integrated Banking Solutions).

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