Client Advisor

Job overview

The Client Advisor role is onsite in Bradenton, FL; compensation is not specified. The position supports Seacoast Bank customers through branch banking services. The role builds customer relationships by understanding financial goals, explaining relevant bank products, and supporting account transactions. It contributes to branch service and business goals while following operational controls and banking requirements.

What you'll do

• Prepare for customer interactions, build rapport, identify financial goals, and match needs to bank products and services
• respond to service requests and refer complex matters
• open and maintain accounts, process checks and cash transactions, and sell negotiable instruments
• follow AML/BSA, audit, security, and other operational procedures
• balance cash drawer
• participate in community events and deliver banking product presentations.

What we're looking for

Skills & competencies

client advisor

full-time

bradenton fl

seacoast bank

retail banking

customer relationships

consumer deposits

consumer lending

account opening

cash handling

aml/bsa

weekend availability

Work arrangement

• Weekend coverage required

Why this role

Includes customer-facing technology enrollment and development of consumer deposit and lending product proficiency; NMLS registration is actively pursued.

About the employer

Seacoast Bank is hiring for this role. Industry: Commercial Banking. Sector: 52.