Senior Financial Relationship Advisor

Seacoast Bank; Miami (FL); On-site; USD 38,000 - 56,000; Full time

Job summary

Seacoast Bank in Miami, FL is seeking a results-driven Relationship Specialist to open accounts, advise clients on banking products, and nurture strong customer relationships. The role emphasizes accurate cash handling, compliance with AML/BSA guidelines, and continuous collaboration with branch teams.

You will engage customers, identify financial needs, and guide them to suitable solutions while maintaining high service standards and regulatory adherence.

Qualifications

• High School Diploma or equivalent required.
• Minimum of 6 months cash handling experience preferred.
• 4+ years in financial services experience required.
• 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 bank's policies.
• Balance cash drawer daily and monitor own work for accuracy.
• Cross-sell banking products and services to meet customer needs.
• Maintain NMLS registration and comply with regulations and internal policies.
• Provide excellent customer service and respond to inquiries or requests promptly.
• Escalate complex issues to appropriate team members to protect customer relationships.

Skills

Relationship building

Customer service

Communication

Open-ended questions

Outbound calling

NMLS registration

Education

High School Diploma or equivalent

College degree preferred

Active NMLS or lending experience

Tools

Microsoft Office Suite

Job description

Seacoast Bank in Miami, FL is seeking a results-driven Relationship Specialist to open accounts, advise clients on banking products, and nurture strong customer relationships. The role emphasizes accurate cash handling, compliance with AML/BSA guidelines, and continuous collaboration with branch teams.

You will engage customers, identify financial needs, and guide them to suitable solutions while maintaining high service standards and regulatory adherence.