Financial Relationship Advisor

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

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.