Branch Relationship Advisor

Seacoast Bank

The Villages (FL)

On-site

USD 42,000 - 56,000

Full time

14 days+
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Job summary

Seacoast Bank is seeking a Client Advisor to work at multiple branches in The Villages, FL, serving as a teller and financial advisor to increase assets, deposits, and revenue by building rapport with customers and matching products to their needs.

The role emphasizes relationship-building, sales-driven customer service, and adherence to AML/BSA requirements while delivering in-branch and drive-thru transactions and participating in community activities.

Qualifications

  • High School Diploma or equivalent required.
  • College degree or 1+ years in retail sales and/or financial services experience required.
  • Flexible schedule with ability to work during hours of operations, including weekends.
  • 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 policy.
  • Ensure AML/BSA requirements and risk/control expectations are followed; communicate updates to associates.
  • Balance cash drawer daily and monitor own work for accuracy.
  • Follow management direction to resolve customer objections and retain relationships.
  • Adhere to Code of Conduct and safety procedures.

Skills

Relationship building
Sales
Communication
Customer service
Teamwork

Education

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

Tools

Microsoft Office Suite

Job description

Seacoast Bank is seeking a Client Advisor to work at multiple branches in The Villages, FL, serving as a teller and financial advisor to increase assets, deposits, and revenue by building rapport with customers and matching products to their needs.

The role emphasizes relationship-building, sales-driven customer service, and adherence to AML/BSA requirements while delivering in-branch and drive-thru transactions and participating in community activities.

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