Financial Relationship Advisor

Seacoast Bank; Town of Florida (NY); On-site; USD 32,000 - 42,000; Full time

Job summary

Seacoast Bank in Clewiston, FL is seeking a Retail Banking Associate to build relationships, understand customer financial goals, and recommend Seacoast Bank products and services. You will listen actively, close sales when appropriate, and seek referrals while delivering clear, professional service.

Open and maintain customer accounts, handle deposits and lending assistance, and guide customers through self-service options.

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 and interpersonal skills.
• Able to work independently and exercise initiative.
• PC Proficiency in 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 and AML/BSA requirements.
• Ensure branch adherence to AML/BSA requirements, audit procedures, dual control, security, and business continuity.
• Balance cash drawer daily and monitor own work for accuracy.
• Follow management directions to resolve customer objections and problems to retain relationships.
• Adhere to Seacoast Bank's Code of Conduct and safety procedures.

Skills

Relationship building

Customer interactions

Active listening

Communication skills

NMLS registration

Referral development

Product knowledge

Teamwork

Self-service enrollment

Problem solving

Technology fluency

Education

High School Diploma or equivalent

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

Tools

Microsoft Office

Job description

Seacoast Bank in Clewiston, FL is seeking a Retail Banking Associate to build relationships, understand customer financial goals, and recommend Seacoast Bank products and services. You will listen actively, close sales when appropriate, and seek referrals while delivering clear, professional service.

Open and maintain customer accounts, handle deposits and lending assistance, and guide customers through self-service options.