Client Advisor - Middleton/The Villages

Job overview

The Client Advisor works onsite in Sumterville, FL. Compensation is not specified. The role supports Seacoast Bank customers through branch relationship-building and banking operations. The advisor identifies customer financial needs, explains relevant bank products and services, and supports account and cash transactions. The role contributes to customer retention and branch operations while following banking controls and regulatory requirements.

What you'll do

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

What we're looking for

Skills & competencies

client advisor

banking

customer relationships

account services

cash handling

consumer lending

aml/bsa

sumterville fl

seacoast bank

weekend availability

Work arrangement

• Weekend coverage required

Why this role

Requires a high school diploma or equivalent, at least 6 months of cash-handling experience, and a college degree or 1+ years in retail sales or financial services. Flexible scheduling includes weekends and occasional non-bank operating hours.

About the employer

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