Relationship Banking Advisor

Seacoast Bank; Florida; On-site; USD 25,000 - 30,000; Full time

Job summary

Seacoast Bank is seeking a Customer Support Associate to build rapport with customers, identify financial needs, and match Seacoast Bank products to those needs. You will handle high call volumes, assist with consumer telephone banking, and contribute to a positive customer experience.

The role emphasizes accurate account processing, adherence to regulatory requirements, and collaboration with teammates to deliver superior service. Bilingual abilities (Spanish or Portuguese) are preferred.

Qualifications

• High School Diploma or equivalent.
• College degree or 2+ years work experience in retail sales and/or call center.
• Flexible to work a schedule including weekends and holidays.
• 1+ years financial services experience preferred.
• Demonstrate excellent communication and interpersonal skills.

Responsibilities

• Handle high call volume and various customer interactions regarding consumer telephone banking accounts.
• Build rapport by understanding current and future financial goals of customers and explain Seacoast Bank products and services.
• Open and process accounts for customers and perform account maintenance per bank policies.
• Adhere to AML/BSA requirements, audit procedures, and security standards.
• Provide an exceptional customer experience and meet quality metrics.

Skills

Customer service

Sales

Communication skills

Multitasking

Bilingual: Spanish or Portuguese

Education

High School Diploma or equivalent

College degree or 2+ years retail sales/call center experience

Tools

Microsoft Office

CRM software

Job description

Seacoast Bank is seeking a Customer Support Associate to build rapport with customers, identify financial needs, and match Seacoast Bank products to those needs. You will handle high call volumes, assist with consumer telephone banking, and contribute to a positive customer experience.

The role emphasizes accurate account processing, adherence to regulatory requirements, and collaboration with teammates to deliver superior service. Bilingual abilities (Spanish or Portuguese) are preferred.