Banking Relationship Advisor

Seacoast Bank

The Villages (FL)

On-site

USD 40,000 - 65,000

Full time

30 hours ago
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Job summary

Seacoast Bank is seeking a customer-focused professional in The Villages, FL, to build trusted relationships and match clients with banking products. You will engage with both new and existing customers, driving service excellence and revenue growth through informed product recommendations.

The role emphasizes relationship management, cash handling, and compliance with AML/BSA standards while supporting community initiatives and ongoing training. A flexible schedule and weekend work are required.

Qualifications

  • Strong communication and interpersonal skills.
  • Ability to explain banking products clearly to customers.
  • Familiarity with AML/BSA requirements and branch controls.

Responsibilities

  • Open and process accounts and cash transactions according to bank policies.
  • Build relationships with customers and identify their financial goals.
  • Promote and enroll customers in self-service banking and Seacoast Bank services.

Skills

Relationship building
Sales
Customer service
Communication
AML/BSA familiarity
NMLS enrollment

Education

High School Diploma or equivalent
College degree or 1+ years in retail sales/financial services

Job description

Seacoast Bank is seeking a customer-focused professional in The Villages, FL, to build trusted relationships and match clients with banking products. You will engage with both new and existing customers, driving service excellence and revenue growth through informed product recommendations.

The role emphasizes relationship management, cash handling, and compliance with AML/BSA standards while supporting community initiatives and ongoing training. A flexible schedule and weekend work are required.

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