Client Advisor – Spanish Springs

Job overview

The Client Advisor – Spanish Springs role is onsite in Lady Lake, FL. Compensation is not specified. The advisor supports Seacoast Bank customers and branch operations at the Spanish Springs location. The role builds customer relationships, identifies financial needs, and explains relevant bank products and services. It also supports account transactions and branch controls while helping customers use self-service technology and referring complex matters to appropriate colleagues.

What you'll do

• Prepare for customer interactions and build rapport
• identify customer financial goals and match needs to bank products and services
• explain products, close sales based on customer needs, and request referrals
• respond to service requests and refer complex matters
• open and maintain accounts and process checks, cash, and negotiable instrument transactions
• follow AML/BSA, audit, security, and other banking procedures
• balance the cash drawer and support branch operations.

What we're looking for

Skills & competencies

client advisor

seacoast bank

banking

customer relationships

financial products

account services

cash handling

aml/bsa

spanish springs

lady lake fl

Work arrangement

• Weekend coverage required

Why this role

Requires a high school diploma or equivalent, at least six months of cash-handling experience, and a college degree or at least one year of retail sales or financial-services experience. A flexible schedule including weekends is required.

About the employer

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