Banking Relationship & Financial Solutions Advisor

Seacoast Bank

United States

On-site

USD 32,000 - 38,000

Full time

10 days ago
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Job summary

Seacoast Bank in Spanish Springs is seeking a customer-focused associate to build relationships and handle day-to-day banking interactions. You will open and maintain customer accounts, process transactions, and guide clients through products and services with a focus on accuracy and compliance.

You will balance cash drawers, respond to inquiries, and collaborate with team members to deliver exceptional service while meeting regulatory requirements and safety standards.

Qualifications

  • High School Diploma or equivalent required.
  • 1+ years in retail sales or financial services preferred.
  • Flexible schedule including weekends and some non-bank hours.
  • Excellent written and verbal communication and interpersonal skills.
  • Able to work independently and show initiative.

Responsibilities

  • Open and process accounts per bank procedures including AML/BSA.
  • Balance cash drawer daily.
  • Handle customer interactions and provide product/service explanations.
  • Identify and refer customers to appropriate bank solutions.
  • Follow safety, security, and conduct policies.

Skills

Relationship Building
Customer Service
Communication Skills
Active Listening
Questioning Techniques
Self-service Enrollment

Education

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

Tools

PC Proficiency
Microsoft Office

Job description

Seacoast Bank in Spanish Springs is seeking a customer-focused associate to build relationships and handle day-to-day banking interactions. You will open and maintain customer accounts, process transactions, and guide clients through products and services with a focus on accuracy and compliance.

You will balance cash drawers, respond to inquiries, and collaborate with team members to deliver exceptional service while meeting regulatory requirements and safety standards.

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