Senior Client Advisor & Relationship Coach

Seacoast Bank Careers; The Villages (FL); On-site; USD 52,000 - 76,000; Full time

Job summary

Seacoast Bank is seeking a Senior Client Advisor to grow customer relationships and revenue by understanding financial needs and matching Seacoast Bank products. The role also mentors front line staff through coaching and call monitoring, supporting the Customer Support Center with QA-driven improvements.

The position involves inbound relationship building, account maintenance, and collaboration across branches within the local region, with travel as needed.

Qualifications

• High School Diploma or equivalent required.
• College degree or 2+ years in retail sales and/or financial services experience required.
• Flexible to work a schedule to accommodate a Customer Support Center.
• 4+ years banking experience and/or contact center experience preferred.
• Proven sales or customer service track record with goals achieved.
• Excellent written and verbal communication and interpersonal skills.
• Able to travel to requested branches with reliable transportation.
• Fluency in Spanish or Portuguese preferred.

Responsibilities

• Open and process accounts for customers and perform maintenance per policy.
• Adhere to AML/BSA, audits, security, and continuity procedures.
• Resolve customer objections and retain relationships with timely solutions.
• Follow Code of Conduct and safety procedures.
• Support branch relationships and assist with coaching front-line staff.
• Balance business needs with customer requests while managing risk.
• Travel to different branches within the local region as needed.

Skills

Relationship building

Customer service

Coaching

Communication

Problem solving

Multitasking

Teamwork

Fluency in Spanish

Education

High School Diploma

College degree or equivalent

Tools

Microsoft Office Suite

Job description

Seacoast Bank is seeking a Senior Client Advisor to grow customer relationships and revenue by understanding financial needs and matching Seacoast Bank products. The role also mentors front line staff through coaching and call monitoring, supporting the Customer Support Center with QA-driven improvements.

The position involves inbound relationship building, account maintenance, and collaboration across branches within the local region, with travel as needed.