Client Advisor

Job overview

The Client Advisor role is onsite in Orlando, FL, in the Dr. Phillips area; compensation is not specified. The position supports Seacoast Bank customers through branch banking and financial product services. The advisor builds customer relationships, identifies financial needs, explains relevant bank products, and supports account transactions while following operational and regulatory controls. The role contributes to customer retention and branch service by combining needs-based sales with accurate, compliant banking operations.

What you'll do

• Prepare for customer interactions
• build rapport and understand financial goals
• match needs to bank products and services
• explain products, close needs-based sales, and request referrals
• respond to service requests
• make referrals on complex matters
• participate in community events and 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

orlando fl

dr. phillips

seacoast bank

retail banking

customer relationships

account services

cash handling

consumer lending

financial products

branch operations

Work arrangement

• Weekend coverage required

About the employer

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