Financial Relationship Advisor

Seacoast Bank; Town of Florida (NY); On-site; USD 34,000 - 42,000; Full time

Job summary

Seacoast Bank in Mt. Dora, FL is seeking a customer-focused banking professional to open and service accounts, handle transactions, and cross-sell products. You will build lasting relationships by listening to customer needs and guiding them toward suitable Seacoast Bank solutions.

The role requires strong communication, a flexible schedule including weekends, and the ability to work independently while adhering to AML/BSA procedures. Join a team that values integrity and client service.

Qualifications

• High School Diploma or equivalent required.
• Minimum of 6 months cash handling experience.
• College degree or 1+ years in retail sales and/or financial services experience required.
• Flexible schedule including weekends.
• Excellent communication and interpersonal skills.
• Able to work independently.
• Proficient with PC, Office, and mobile devices.

Responsibilities

• Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions following bank policies and AML/BSA requirements.
• Ensure branch adherence to AML/BSA requirements, audit procedures, dual control, security, and continuity plans.
• Balance cash drawer daily and maintain accuracy.
• Resolve customer objections and problems to retain relationships.
• Promote Seacoast Bank products and services and assist with referrals.

Skills

Communication skills

Interpersonal skills

Listening skills

Problem solving

Education

High School Diploma or equivalent

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

Tools

Microsoft Office

PC proficiency

Job description

Seacoast Bank in Mt. Dora, FL is seeking a customer-focused banking professional to open and service accounts, handle transactions, and cross-sell products. You will build lasting relationships by listening to customer needs and guiding them toward suitable Seacoast Bank solutions.

The role requires strong communication, a flexible schedule including weekends, and the ability to work independently while adhering to AML/BSA procedures. Join a team that values integrity and client service.