The Client Advisor is at the heart of creating meaningful customer relationships and driving branch success. In this role, you'll get to know new and existing customers, understand their financial goals, and connect them with Seacoast Bank products and services that help them achieve what's next.
Whether helping a customer open the door to a new financial opportunity or simply ensuring their deposit is handled smoothly, you'll play an important role in delivering an exceptional banking experience.
Bonus: You'll spend your day helping customers reach their financial goals and occasionally explaining that yes, the drive-thru tube really is as fun as it looks.
ESSENTIAL JOB FUNCTIONS:
Relationship Building
- Exhibit consistent relationship building including, but not limited to:
- Prepare for various customer interactions
- Build rapport
- Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers
- Match customer needs to Seacoast Bank products and services
- Confidently and proficiently explain Seacoast Bank products and services to customers
- Proven ability to close sales based on customer needs
- Ask for referrals from new and existing customers
- Exhibit good listening skills and speak clearly and persuasively in positive or negative situations.
- Strong understanding of Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes
- Respond promptly to customer needs and requests for service.
Operations
- Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, to include AML/BSA requirements.
- Ensure branch adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and all other regulated banking requirements.
- Responsible for reviewing and adhering to branch operational procedures and controls while communicating updates to associates. Follows up on all audit deficiencies.
- Balance cash drawer daily and monitors own work for accuracy.
Qualifications
- High School Diploma or equivalent required.
- Minimum of 6 months cash handling experience required.
- College degree or 1+ years in retail sales and/or financial services experience required.
- Flexible schedule required with ability to work during hours of operations, including weekends and occasional non-bank operational hours.
- PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
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Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- High school diploma or equivalent
- Minimum of 6 months of cash handling experience
- College degree or at least 1 year of retail sales or financial services experience
- Flexible schedule, including weekends and occasional non-bank operational hours
- Excellent written and verbal communication skills
- Strong interpersonal skills
- Ability to work independently and exercise initiative
- PC proficiency across desktop, laptop, tablet, and smartphone devices
- Microsoft Office Suite proficiency
- Ability to actively pursue NMLS registration
Seacoast Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Seacoast Bank and has not been reviewed or approved by Seacoast Bank.
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Leave & Time Off Breadth — Paid holidays, vacation/PTO, and sick leave are part of the package, with bank holidays providing additional time off beyond standard PTO.
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Retirement Support — A 401(k) with company match and profit sharing are offered, alongside an active employee stock purchase plan that broadens long‑term wealth‑building options.
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Wellbeing & Lifestyle Benefits — Medical, dental, vision, wellness program, EAP, flexible spending accounts, tuition reimbursement, and banking‑service perks (e.g., free accounts and safe‑deposit box) round out total compensation beyond base pay.
Seacoast Bank Insights
What We Do
Since 1926, Seacoast Bank has succeeded through a clear vision, planned strategic growth and talented, professional employees. Seacoast provides integrated financial services including commercial and consumer banking, wealth management and mortgage services to customers at 85 full-service branches across Florida, and through advanced mobile and online banking solutions. Seacoast Bank is the wholly owned subsidiary bank of Seacoast Banking Corporation of Florida (NASDAQ: SBCF), one of the largest community banks headquartered in Florida and is Member FDIC/Equal Housing Lending. As of 2023, Seacoast Bank has just under 1,600 associates, $15 billion in assets and $12 billion in deposits. Our Vision: To be the trusted advisor of choice to the customers, businesses, and communities we serve. Our Four Promises: We believe that our greatest assets will always be our people — local bankers who are knowledgeable about the communities we serve and dedicated to an exceptional customer experience. For nearly a century, Seacoast Bank’s commitment to customers has remained the same and is summarized by its Four Promises. We promise to: 1. Get you comfortable with the right products and the right team to serve you 2. Make your day-to-day banking simple 3. Resolve out-of-the-ordinary items responsively 4. Invest in you and your community Please note: This page is intended to be an informational place for our customers and employees to connect and interact. To ensure that visiting our LinkedIn page is a great experience for everyone, we have a several guidelines that we ask you to follow. The Seacoast Bank Social Media Terms Of Use can be viewed at https://www.seacoastbank.com/agreements-and-disclosures/social-terms.
