Financial Solutions Advisor

Seacoast Bank; Lake City (FL); On-site; USD 28,000 - 60,000; Full time

Job summary

Seacoast Bank in Lake City, FL is seeking a customer-focused associate to open accounts, process transactions, and grow deposits and loans. You will engage customers, explain products, and enroll them in self-service options while maintaining accuracy and compliance.

The role emphasizes relationship building, effective communication, and teamwork within the branch to deliver excellent service and drive sales through customer needs.

Qualifications

• High School Diploma or equivalent required.
• College degree or 1+ years in retail sales and/or financial services experience required.

Responsibilities

• Open and process accounts and related transactions following bank policies.
• Balance cash drawer daily and maintain accuracy.
• Explain Seacoast Bank products and services to customers.
• Close sales based on customer needs and offer referrals.
• Explain and enroll customers in self-service processes.
• Maintain compliance with AML/BSA requirements and bank procedures.
• Build rapport and respond promptly to customer needs.

Skills

Relationship building

Customer interactions

Questioning (open/closed)

Sales closing

Referrals

Communication

Education

High School Diploma or equivalent

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

Tools

Microsoft Office

Job description

Seacoast Bank in Lake City, FL is seeking a customer-focused associate to open accounts, process transactions, and grow deposits and loans. You will engage customers, explain products, and enroll them in self-service options while maintaining accuracy and compliance.

The role emphasizes relationship building, effective communication, and teamwork within the branch to deliver excellent service and drive sales through customer needs.