Client Advisor - Leesburg/The Villages

Seacoast Bank Careers; Leesburg (FL); On-site; USD 38,000 - 50,000; Full time

Job summary

Seacoast Bank is seeking a customer-focused professional to build trusted relationships with new and existing customers in Leesburg, FL. You will identify customer needs and match them with Seacoast Bank products and services, while delivering clear explanations and securing referrals.

The role emphasizes opening/maintaining accounts, cash handling, and ensuring AML/BSA compliance. Flexible scheduling and weekend hours may be required to serve customers and support branch operations.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to build relationships and close sales based on customer needs.
• Experience in retail sales or financial services is preferred.
• Comfort with cash handling and operating banking procedures.

Responsibilities

• Open and process accounts, maintain records, and handle cash per bank policies.
• Provide financial guidance and match products to customer needs; enroll customers in self-service options when appropriate.
• Maintain AML/BSA compliance and branch operational procedures; ensure accuracy in cash handling and audits.

Skills

Communication skills

Interpersonal skills

Sales skills

Customer service

Education

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

High School Diploma or equivalent

Job description

Are you passionate about helping people achieve their financial goals? In this role, you'll build trusted relationships with new and existing customers, uncovering their unique needs and matching them with the right Seacoast Bank products and services.

ESSENTIAL JOB FUNCTIONS:

Relationship Building

• Exhibit consistent relationship building including, but not limited to:
• Prepare for various customer interactions
• Build rapport
• Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers
• Match customer needs to Seacoast Bank products and services
• Confidently and proficiently explain Seacoast Bank products and services to customers
• Proven ability to close sales based on customer needs
• Ask for referrals from new and existing customers
• Exhibit good listening skills and speak clearly and persuasively in positive or negative situations.
• Strong understanding of Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes
• Respond promptly to customer needs and requests for service.
• Quickly seek out appropriate people in more complex financial matters.
• Able to balance business needs with customer requests while managing potential risk to bank.
• Embrace new technology and remain up to date on industry changes to create an open environment that fosters idea generation and innovation.
• Participate in community, charitable or civic events.
• Deliver presentations regarding banking products/services through networking events.
• Exhibit strong work ethics and teamwork, collaborating with other associates within the branch and across the organization to develop trusting and cooperative working relationships.
• Actively pursue NMLS registration status.

Operations

• 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.

Qualifications

• High School Diploma or equivalent required.
• Minimum of 6 months cash handling experience required.
• College degree or 1+ years in retail sales and/or financial services experience required.
• Flexible schedule required with ability to work during hours of operations, including weekends and occasional non-bank operational hours.
• Demonstrate excellent communication (written and verbal) and interpersonal skills.

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.