Banking Relationship Advisor

Seacoast Bank Careers; Town of Florida (NY); On-site; USD 32,000 - 42,000; Full time

Job summary

Seacoast Bank is seeking a branch team member in Mt. Dora, FL to build relationships with customers, qualify financial goals, and promote bank products. The role emphasizes strong communication, sales skills, and excellent customer service while handling accounts and transactions.

Responsibilities include opening accounts, cash handling, and adhering to AML/BSA standards. A flexible schedule and independence are valued in this position.

Qualifications

• High School Diploma or equivalent required.
• Minimum of 6 months cash handling experience required.
• College degree or 1+ years in retail sales/financial services experience required.
• Flexible schedule including weekends and occasional non-bank operational hours.
• Excellent communication (written and verbal) and interpersonal skills.
• Able to work independently and exercise a high degree of initiative.
• PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.

Responsibilities

• Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, to include AML/BSA requirements.
• Ensure branch adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and all other regulated banking requirements.
• Responsible for reviewing and adhering to branch operational procedures and controls while communicating updates to associates. Follows up on all audit deficiencies.
• Balance cash drawer daily and monitors own work for accuracy.
• Follow instructions and responds to management direction to help resolve more difficult customer objections and solves problems in a timely and positive manner to retain the customer relationship.
• Adhere to Seacoast Bank’s Code of Conduct.
• Follow all safety and security procedures.

Skills

Relationship Building

Customer Service

Communication

Sales

Education

High School Diploma or equivalent

College degree or 1+ years in retail sales/financial services

Tools

Microsoft Office

CRM software

Job description

Seacoast Bank is seeking a branch team member in Mt. Dora, FL to build relationships with customers, qualify financial goals, and promote bank products. The role emphasizes strong communication, sales skills, and excellent customer service while handling accounts and transactions.

Responsibilities include opening accounts, cash handling, and adhering to AML/BSA standards. A flexible schedule and independence are valued in this position.