Client Advisor: Financial Guidance & Relationship Builder

Seacoast Bank; Town of Florida (NY); On-site; USD 36,000 - 52,000; Full time

Job summary

Seacoast Bank in Spanish Springs is seeking a Branch Relationship Banker to open and manage customer accounts, promote deposit and lending products, and provide exceptional service. You will balance cash and handle transactions while following AML/BSA procedures and bank policies.

Ideal candidates have a HS diploma, 6 months cash handling, and 1+ year in sales/financial services; weekend availability and strong communication are required.

Qualifications

• High school diploma or equivalent required.
• Minimum 6 months cash handling experience required.
• College degree or 1+ years in retail sales/financial services experience required.
• Flexible schedule including weekends and some non-bank hours.
• Excellent communication and interpersonal skills.
• Ability to work independently with initiative.
• Proficient with desktop, laptop, tablet, and smartphone devices and Microsoft Office.

Responsibilities

• Open and process accounts and perform maintenance per bank policies, including AML/BSA requirements.
• Balance cash drawer daily and ensure accuracy.
• Promote Seacoast Bank products and services and close sales based on customer needs.
• Follow AML/BSA procedures and regulated banking requirements; adhere to audit controls.
• Provide excellent customer service and seek referrals; build relationships across the branch and organization.

Skills

Relationship building

Customer service

Sales ability

Communication skills

NMLS awareness

Technology literacy

Education

High School Diploma

College degree / sales experience

Tools

Microsoft Office

Job description

Seacoast Bank in Spanish Springs is seeking a Branch Relationship Banker to open and manage customer accounts, promote deposit and lending products, and provide exceptional service. You will balance cash and handle transactions while following AML/BSA procedures and bank policies.

Ideal candidates have a HS diploma, 6 months cash handling, and 1+ year in sales/financial services; weekend availability and strong communication are required.