Senior Client Advisor: Banking Relationship Lead

Seacoast Bank Careers; Boca Raton (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Seacoast Bank in Boca Raton, FL is seeking a Senior Client Advisor to serve as a trusted financial resource for customers in Palm Beach County, across the branch, lobby, and drive-thru.

You will combine advisory expertise with hands-on service, building relationships, identifying customer needs, and guiding clients to suitable deposit, loan, and Treasury products. Strong communication and a proactive attitude are essential, along with regulatory compliance including NMLS.

Qualifications

• High School Diploma or equivalent.
• Minimum of 6 months cash handling experience preferred.
• 4+ years in financial services experience required.
• Active NMLS registration required.
• Excellent communication and interpersonal skills.

Responsibilities

• Open and process accounts in line with policy and procedures.
• Build relationships with customers and identify their financial needs.
• Explain Seacoast Bank products and services clearly to customers.
• Deliver presentations regarding banking products/services at networking events.
• Maintain active NMLS status and adhere to regulatory requirements.

Skills

Relationship Building

Communication Skills

Customer Service

Sales Experience

Financial Knowledge

Education

High School Diploma or Equivalency

College degree preferred

Tools

Microsoft Office Suite

Desktop/Laptop/Tablet proficiency

Job description

Seacoast Bank in Boca Raton, FL is seeking a Senior Client Advisor to serve as a trusted financial resource for customers in Palm Beach County, across the branch, lobby, and drive-thru.

You will combine advisory expertise with hands-on service, building relationships, identifying customer needs, and guiding clients to suitable deposit, loan, and Treasury products. Strong communication and a proactive attitude are essential, along with regulatory compliance including NMLS.