Banking Relationship Advisor

Seacoast Bank; Port Saint Lucie (FL); On-site; USD 28,000 - 42,000; Full time

Job summary

Seacoast Bank is seeking a Client Advisor/ Teller to increase branch assets and deposits by building rapport with customers and understanding their financial needs. The role combines client advisory duties with teller responsibilities in the lobby and drive-thru, while maintaining trust and integrity.

Responsibilities include relationship-building, opening accounts, processing transactions, and promoting Seacoast Bank products. A flexible schedule and strong communication skills are essential.

Qualifications

• High School Diploma or equivalent.
• Minimum of 6 months cash handling experience.
• College degree or 1+ years in retail sales and/or financial services experience.
• Flexible schedule required with ability to work during hours of operations, including weekends.

Responsibilities

• Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions.
• Ensure branch adherence to AML/BSA requirements and regulatory procedures; communicate updates to associates.
• Balance cash drawer daily and monitor own work for accuracy.
• Follow the Bank's Code of Conduct and risk policies; escalate customer concerns as needed.
• Provide product and service explanations; enroll customers in self-service options; seek referrals from customers.

Skills

Relationship building

Sales skills

Cash handling

Customer service

Communication skills

Education

High School Diploma

College degree or 1+ years in financial services

Tools

Microsoft Office

POS systems

Job description

Seacoast Bank is seeking a Client Advisor/ Teller to increase branch assets and deposits by building rapport with customers and understanding their financial needs. The role combines client advisory duties with teller responsibilities in the lobby and drive-thru, while maintaining trust and integrity.

Responsibilities include relationship-building, opening accounts, processing transactions, and promoting Seacoast Bank products. A flexible schedule and strong communication skills are essential.