Client Advisor I: Relationship Banking & Solutions

Seacoast National Bank; Longwood (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Seacoast National Bank is seeking a customer-oriented banking professional to open and maintain customer accounts, balance cash drawers, and explain banking products to clients. The role emphasizes relationship-building, sales, and teamwork within a branch setting.

You will handle outbound calls, identify referral opportunities, and guide customers to self-service options while complying with AML/BSA regulations and bank policies. Flexibility to work weekends is required.

Qualifications

• High school diploma or equivalent required.
• 6 months cash handling experience required.
• College degree or 1+ years in retail sales/financial services preferred.
• Flexible schedule including weekends and occasional non-bank hours.

Responsibilities

• Open and process accounts and perform account maintenance per bank policies.
• Balance cash drawer daily and ensure accuracy.
• Explain Seacoast Bank products and services to customers and close sales.
• Identify referral opportunities with internal partners and enroll customers in self-service options.

Skills

Customer relationship

Sales

Communication

Outbound calling

Teamwork

Education

High School Diploma or equivalent

College degree / retail financial services experience

Tools

Microsoft Office Suite

Job description

Seacoast National Bank is seeking a customer-oriented banking professional to open and maintain customer accounts, balance cash drawers, and explain banking products to clients. The role emphasizes relationship-building, sales, and teamwork within a branch setting.

You will handle outbound calls, identify referral opportunities, and guide customers to self-service options while complying with AML/BSA regulations and bank policies. Flexibility to work weekends is required.