Senior Financial Relationship Advisor

Seacoast National Bank

Miami (FL)

Hybrid

USD 52,000 - 76,000

Full time

5 days ago
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Job summary

Seacoast National Bank in Miami, FL seeks an experienced banking professional to strengthen customer relationships and cross-sell financial products. You will open and service accounts, handle cash transactions, and support complex lending needs while complying with AML/BSA rules.

The ideal candidate has strong communication, a proven sales mindset, and an active NMLS registration. You will collaborate across branches and with managers to deliver outstanding service and risk‑aware banking

Qualifications

  • High School Diploma or equivalent
  • Minimum of 6 months cash handling experience preferred
  • 4+ years in financial services experience required
  • Flexible schedule required with ability to work during hours of operations, including weekends and occasional non-bank operational hours
  • Demonstrate excellent communication (written and verbal) and interpersonal skills
  • Able to work independently and exercise a high degree of initiative
  • PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software
  • Active NMLS or 2+ years lending experience required

Responsibilities

  • Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, protecting the Bank against the risk and exposure of criminal or fraudulent activity. Escalate customer concerns as needed.
  • Ensure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements; communicate any updates to associates. Follows up on all audit / scorecard / QC deficiencies.
  • Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the customer when offering additional products and services.
  • Balance cash drawer daily and monitors own work for accuracy.
  • Follow instructions and responds to management direction to help resolve more difficult customer objections, and solves problems in a timely and positive manner to retain the customer relationship.
  • Adhere to Seacoast Bank’s Code of Conduct.
  • Follow all safety and security procedures.
  • May support Branch Leadership in operational and customer service supervisory functions in Branch Leadership absence.

Skills

Relationship building
Communication
Sales skills
NMLS knowledge
Customer service
Teamwork

Education

High School Diploma or equivalent
4+ years in financial services experience
Active NMLS registration

Tools

Microsoft Office

Job description

Seacoast National Bank in Miami, FL seeks an experienced banking professional to strengthen customer relationships and cross-sell financial products. You will open and service accounts, handle cash transactions, and support complex lending needs while complying with AML/BSA rules.

The ideal candidate has strong communication, a proven sales mindset, and an active NMLS registration. You will collaborate across branches and with managers to deliver outstanding service and risk‑aware banking

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