Client Advisor: Relationship Builder & Banking Pro

Seacoast Bank; Vero Beach, Northern (FL, KY); Hybrid; USD 32,000 - 52,000; Full time

Job summary

Seacoast Bank in Florida seeks a customer-focused banking professional to build strong client relationships, open and service accounts, and educate customers on bank products. You will identify referrals and help customers select suitable solutions while maintaining compliance.

The role requires excellent communication, cash handling, flexibility including weekends, and active pursuit of NMLS registration. Work with a collaborative team to deliver trusted service to our community.

Qualifications

• High School Diploma or equivalent required.
• 6 months cash handling experience required.
• College degree or 1+ years in retail sales/financial services required.
• Flexible schedule including weekends and occasional non-bank operational hours.
• Demonstrate excellent communication and interpersonal skills.
• Able to work independently and exercise initiative.
• PC proficiency in Desktop/Microsoft Office Suite.

Responsibilities

• Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to bank policies.
• Ensure branch adherence to AML/BSA requirements, audit procedures, dual control, security and risk mitigation.
• Balance cash drawer daily and monitor own work for accuracy.
• Resolve customer objections and preserve the customer relationship.
• Follow Code of Conduct and all safety procedures.
• Collaborate with associates across the branch and organization to build relationships.

Skills

Customer service

Sales skills

Communication

Interpersonal skills

Attention to detail

NMLS registration

Education

High School Diploma or equivalent

College coursework or experience in financial services

Tools

Microsoft Office

PC proficiency

Job description

Seacoast Bank in Florida seeks a customer-focused banking professional to build strong client relationships, open and service accounts, and educate customers on bank products. You will identify referrals and help customers select suitable solutions while maintaining compliance.

The role requires excellent communication, cash handling, flexibility including weekends, and active pursuit of NMLS registration. Work with a collaborative team to deliver trusted service to our community.