Senior Banking Relationship Advisor

Seacoast Bank; Boca Raton (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

Seacoast Bank is seeking a Senior Client Advisor in Palm Beach County to serve as a trusted resource for customers, helping them reach financial goals while building long-term relationships. The role blends advisory insight with hands-on teller-style service across branch, lobby, and drive-thru environments.

The position emphasizes relationship development, product knowledge, and proactive customer service, with adherence to regulatory requirements and bank policies.

Qualifications

• Must be able to build and maintain trusted relationships with customers.
• Strong communication and listening skills.
• Ability to explain banking products clearly and persuasively.
• Active NMLS or willingness to obtain NMLS license.

Responsibilities

• Build rapport with customers and understand financial goals.
• Recommend Seacoast Bank products and services to meet needs.
• Assist customers in branch, lobby, and drive-thru environments.
• Maintain NMLS registration status and adhere to risk controls.

Skills

Relationship Building

Sales & Service

Communication

NMLS licensed or willing to obtain

Education

High School Diploma or equivalent

College degree preferred

Tools

Microsoft Office

CRM systems

Job description

Seacoast Bank is seeking a Senior Client Advisor in Palm Beach County to serve as a trusted resource for customers, helping them reach financial goals while building long-term relationships. The role blends advisory insight with hands-on teller-style service across branch, lobby, and drive-thru environments.

The position emphasizes relationship development, product knowledge, and proactive customer service, with adherence to regulatory requirements and bank policies.