Client Advisor — On-site Banking & Relationships

Seacoast Bank Careers; The Villages (FL); On-site; USD 36,000 - 56,000; Full time

Job summary

Seacoast Bank Careers is seeking a Client Advisor for Magnolia Plaza/The Villages in The Villages, FL. The role focuses on building strong customer relationships, identifying financial needs, and guiding customers to Seacoast Bank products and services.

You will process accounts, respond to customer requests, and participate in community engagement while maintaining branch operations and compliance standards. Fluency in English/Spanish is a plus, with a flexible schedule including weekends.

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.
• Bilingual (English/Spanish) skills a plus!
• Flexible schedule required with ability to work during hours of operations, including weekends and occasional non-bank operational hours.

Responsibilities

• Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the bank's current policies and procedures.
• Ensure branch adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and all other regulated banking requirements.
• Balance cash drawer daily and monitor own work for accuracy.
• Follow instructions and respond to management direction to help resolve customer objections and retain the relationship.
• Display proficiency in customer facing technology with the ability to discuss with and enroll customers in self-service products/processes.

Skills

Relationship building

Customer service

Communication

Bilingual English/Spanish

Outbound calling

Cash handling

Tech literacy (self-service tools)

Education

High School Diploma or equivalent

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

Tools

Microsoft Office

Job description

Seacoast Bank Careers is seeking a Client Advisor for Magnolia Plaza/The Villages in The Villages, FL. The role focuses on building strong customer relationships, identifying financial needs, and guiding customers to Seacoast Bank products and services.

You will process accounts, respond to customer requests, and participate in community engagement while maintaining branch operations and compliance standards. Fluency in English/Spanish is a plus, with a flexible schedule including weekends.