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Retail Banking Associate Jobs in Florida (NOW HIRING)

Teller Retail Banker

Jacksonville, FL · On-site

$14.75 - $18.50/hr

... banking at Woodforest. Key responsibilities include: achieving individual sales by proactively ... OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service ...

Teller Retail Banker

The Villages, FL · On-site

$13.75 - $17.25/hr

... banking at Woodforest. Key responsibilities include: * Achieving individual sales by proactively ... OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service ...

Universal Banker

Altamonte Springs, FL · On-site

$17 - $21.25/hr

... a retail banking environment. Introduce bank products and services through outreach to prospects ... Operational efficiency * Assist banking center associates with all aspects of daily operations as ...

Universal Banker

Key West, FL · On-site

$17.75 - $22.25/hr

... a retail banking environment. Introduce bank products and services through outreach to prospects ... Operational efficiency * Assist banking center associates with all aspects of daily operations as ...

Universal Banker

Miami Lakes, FL · On-site

$16.25 - $20.50/hr

... a retail banking environment. Introduce bank products and services through outreach to prospects ... Operational efficiency * Assist banking center associates with all aspects of daily operations as ...

Universal Banker

Marco Island, FL · On-site

$18.25 - $23/hr

... a retail banking environment. Introduce bank products and services through outreach to prospects ... Operational efficiency * Assist banking center associates with all aspects of daily operations as ...

Universal Banker

Miami Lakes, FL · On-site

$16.25 - $20.50/hr

... a retail banking environment. Introduce bank products and services through outreach to prospects ... Operational efficiency * Assist banking center associates with all aspects of daily operations as ...

Universal Banker

Miami, FL · On-site

$17.25 - $21.50/hr

... a retail banking environment. Introduce bank products and services through outreach to prospects ... Operational efficiency * Assist banking center associates with all aspects of daily operations as ...

Showing results 21-40

Retail Banking Associate information

What does a retail banking associate do?

A Retail Banking Associate assists customers with their day-to-day banking needs, such as opening accounts, processing deposits and withdrawals, and answering questions about bank products and services. They help ensure a positive customer experience by providing information, resolving issues, and referring clients to specialized banking staff when necessary. Retail Banking Associates also help maintain accurate records and uphold security procedures to protect customers’ financial information.

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

To thrive as a Retail Banking Associate, you need strong customer service abilities, basic financial knowledge, and at least a high school diploma or equivalent. Familiarity with banking software, cash handling systems, and sometimes certification in anti-money laundering (AML) practices is often required. Excellent communication, problem-solving, and attention to detail help build trust with clients and efficiently resolve their needs. These skills ensure accurate transactions, customer satisfaction, and compliance with financial regulations, which are critical to the bank's reputation and success.

What is the difference between Retail Banking Associate vs Customer Service Representative?

AspectRetail Banking AssociateCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer banking certificationsHigh school diploma or equivalent; customer service experience beneficial
Work EnvironmentBank branches, financial institutionsCall centers, retail stores, bank branches
Employer & Industry UsageFinancial institutions, banksVarious industries including banking, retail, telecom
Common Search & ComparisonYesYes

The Retail Banking Associate primarily works within banks, focusing on financial transactions, account management, and sales. Customer Service Representatives also handle client inquiries but often work across multiple industries, providing general support. While both roles require strong communication skills and customer service experience, Retail Banking Associates typically need some banking-specific knowledge and certifications. They are more specialized within the banking industry, whereas Customer Service Representatives have broader roles across sectors.

What are some common challenges retail banking associates face when assisting customers, and how can these be managed effectively?

Retail Banking Associates often encounter challenges such as handling high volumes of customer inquiries, resolving account discrepancies, and navigating complex financial products. Managing these effectively requires strong communication skills, patience, and a good understanding of bank policies and procedures. Regular training and support from experienced team members also help associates stay updated on regulatory changes and new services, enabling them to provide accurate information and resolve issues efficiently.
What are the most commonly searched types of Retail Banking jobs in Florida? The most popular types of Retail Banking jobs in Florida are:
What are popular job titles related to Retail Banking Associate jobs in Florida? For Retail Banking Associate jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Retail Banking Associate jobs in Florida look for? The top searched job categories for Retail Banking Associate jobs in Florida are:
What cities in Florida are hiring for Retail Banking Associate jobs? Cities in Florida with the most Retail Banking Associate job openings:
Infographic showing various Retail Banking Associate job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Treasury Management Sales Officer - Winter Park, FL - (Bilingual English/Spanish required)

Seacoast Bank

Clermont, FL

Full-time

Posted 4 days ago


Seacoast Bank rating

8.6

Company rating: 8.6 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

31st of 171 rated banks


Job description

Location: Winter Park, FL
(Bilingual English/Spanish required)
JOB SUMMARY:
The TM Sales Officer I will be responsible for generating deposit growth and increasing fee income through a consultative approach to selling Treasury Management products and solutions to Retail Banking Customers. This includes both new/prospective and existing members and will require the individual to work closely with their Retail Banking peers, referral network and centers of influence to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the business member. The incumbent will be a part of the Commercial Department within the Bank, reporting a Treasury Sales Manager.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Retail Banking Team Members for entities with corporate revenue values between under 5 million. In some cases, the TSO will also pursue client prospect opportunities outside of the portfolio.
  • They will also have worked directly with outside vendors for various Treasury Management
  • This individual will have daily virtual interactions with client contacts independently and/or jointly with the Retail Banking Team Member.
  • Demonstrates a pro-active approach to managing and identifying Treasury Management opportunity leads within the existing portfolio for expansion and retention efforts, and in working with their peers in the Retail Banking Department regarding their targeted prospects for business development efforts.
  • Responsible for meeting quarterly/annual goals and sales activity by developing and executing a strategy to generate new deposits and fee income.
  • Demonstrate in-depth knowledge of Treasury Management products to educate existing and prospective Business Members on the features, benefits and value propositions related to each service.
  • Actively work connection leads for client relationship expansion.
  • Collaborates and maintains communication with their Branch partners to stay current on customer relationships and provide seamless service.
  • Manages and tracks an active pipeline that focuses on sales calls, opportunities, expected revenue, pipeline stages, customer reviews, etc for all active opportunities.
  • Conducts on-going training and education sessions for all member facing bank staff in designated territory. This could include product presentations, consultative selling discussions and client success stories.
  • In order to be successful, a TSO must maintain a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success. The TSO must maintain an open line of communication with core team members of the Retail Team Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.
  • May occasionally require travel within the Seacoast footprint.
  • Adhere to Seacoast Bank’s Code of Conduct.
EDUCATION AND/OR EXPERIENCE:
  • At least 2 years of demonstrated success in direct sales roles in a treasury or cash management capacity.
  • Strong business/financial acumen to align to core Key Performance Indicators within our client’s treasury operations ecosystems.
  • Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts.
  • Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction.
  • Broad and deep familiarity with global treasury management products, services, and trends
  • Bachelor’s or master's degree in a related field of study or equivalent work experience in a similar field
  • Excellent written and verbal communication skills.
  • Proficient in Microsoft Office

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

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