Client Success Advisor – Banking & Financial Services

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

Job summary

Seacoast Bank is hiring a Branch Associate in Florida to handle opening and maintenance of customer accounts, process checks, and assist customers with deposits and lending products.

The role requires strong communication, reliability, and the ability to work independently with a customer-forward approach. Weekend hours are anticipated as part of a flexible schedule within the branch network.

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.
• Demonstrate excellent communication (written and verbal) and interpersonal skills.
• Able to work independently and exercise a high degree of initiative.
• PC proficiency in desktop, laptop, tablet, and smartphone devices as well as Microsoft Office Suite software.

Responsibilities

• Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to bank policies and AML/BSA requirements.
• Ensure branch adheres to AML/BSA requirements, audit procedures, dual control, security, and business continuity.
• Balance cash drawer daily and monitor own work for accuracy.
• Respond to management direction to resolve customer objections and preserve the customer relationship.
• Adhere to Seacoast Bank’s Code of Conduct and follow safety and security procedures.

Skills

Customer service

Communication

Interpersonal skills

Teamwork

Initiative

Education

High School Diploma or equivalent

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

Job description

Seacoast Bank is hiring a Branch Associate in Florida to handle opening and maintenance of customer accounts, process checks, and assist customers with deposits and lending products.

The role requires strong communication, reliability, and the ability to work independently with a customer-forward approach. Weekend hours are anticipated as part of a flexible schedule within the branch network.