Personal Banking & Relationship Advisor

Seacoast National Bank; Jacksonville (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

Seacoast National Bank in Jacksonville, FL seeks a Client Advisor to engage customers, build relationships, and tailor banking solutions at the Kings Avenue location. You will open accounts, process transactions, and identify opportunities to meet financial goals.

The role demands strong communication, cash handling experience, and the ability to work weekends. You will educate clients on self-service tools and refer them to appropriate products while maintaining compliance with AML/BSA rules.

Qualifications

• High School Diploma or equivalent.
• Minimum of 6 months cash handling experience.
• College degree or 1+ years in retail sales and/or financial services experience.
• Flexible schedule including weekends.
• Excellent written and verbal communication.
• Ability to work independently and show initiative.
• PC proficiency with desktop, laptop, tablet, and smartphone.

Responsibilities

• Exhibit consistent relationship building with customers and identify financial goals.
• Match customer needs to Seacoast Bank products and services.
• Close sales based on customer needs and ask for referrals.
• Open and process accounts, perform maintenance, and handle basic transactions.
• Adhere to AML/BSA, compliance, and security procedures.
• Utilize self-service tools and enroll customers in digital channels.

Skills

Cash handling

Communication skills

Interpersonal skills

Independent worker

Initiative

Tech literacy

Education

High School Diploma or equivalent

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

Tools

Microsoft Office Suite

Job description

Seacoast National Bank in Jacksonville, FL seeks a Client Advisor to engage customers, build relationships, and tailor banking solutions at the Kings Avenue location. You will open accounts, process transactions, and identify opportunities to meet financial goals.

The role demands strong communication, cash handling experience, and the ability to work weekends. You will educate clients on self-service tools and refer them to appropriate products while maintaining compliance with AML/BSA rules.