Relationship Banking Specialist

Seacoast Bank; The Villages (FL); On-site; USD 34,000 - 52,000; Full time

Job summary

Seacoast Bank seeks a Customer Support Specialist in The Villages, FL to increase deposits and revenue by building rapport with customers. You will understand financial needs and match Seacoast Bank products and services accordingly, delivering exceptional service across telephone banking and relationship-building interactions.

Responsibilities include handling high call volumes, advising on products, opening accounts, and ensuring AML/BSA compliance.

Qualifications

• Strong relationship-building and communication skills to understand customer needs.
• Ability to handle high call volume with professionalism and accuracy.
• Experience selling or cross-sizing bank products to fit customer goals.
• Friendly and able to explain Seacoast Bank products clearly.
• Bilingual abilities (Spanish or Portuguese) are a plus.

Responsibilities

• Handle high call volume and customer interactions regarding consumer telephone banking.
• Build rapport and identify current and future financial goals of customers.
• Explain bank products and services and enroll customers in self-service options.
• Open and maintain customer accounts in line with policy and controls.
• Adhere to AML/BSA, safety, and security procedures; resolve issues promptly.
• Collaborate with team and cross-functional partners to deliver a superior experience.

Skills

Relationship building

Customer service

Sales aptitude

Communication skills

Fluency in Spanish or Portuguese

Education

High school diploma or equivalent

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

Tools

CRM systems

Microsoft Office

Job description

Seacoast Bank seeks a Customer Support Specialist in The Villages, FL to increase deposits and revenue by building rapport with customers. You will understand financial needs and match Seacoast Bank products and services accordingly, delivering exceptional service across telephone banking and relationship-building interactions.

Responsibilities include handling high call volumes, advising on products, opening accounts, and ensuring AML/BSA compliance.