Financial Wellness & Banking Advisor

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

Job summary

Seacoast Bank in Leesburg, FL is seeking a branch associate who will build trusted relationships with new and existing customers, uncover their needs, and suggest Seacoast Bank products and services. You will open accounts, process transactions, and help customers navigate self-service options while ensuring regulatory compliance.

The role requires a high school diploma, cash handling experience, and a flexible schedule including weekends.

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 with weekend hours.

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.
• Balance cash drawer daily and monitor own work for accuracy.
• Ensure adherence to AML/BSA requirements, audit procedures, dual control, security, and business continuity.
• Develop relationships with customers and explain bank products and services, closing sales when appropriate.

Skills

Cash handling

Communication

Customer service

Flexibility

Education

High School Diploma or equivalent

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

Job description

Seacoast Bank in Leesburg, FL is seeking a branch associate who will build trusted relationships with new and existing customers, uncover their needs, and suggest Seacoast Bank products and services. You will open accounts, process transactions, and help customers navigate self-service options while ensuring regulatory compliance.

The role requires a high school diploma, cash handling experience, and a flexible schedule including weekends.