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Reposted 18 Hours AgoSaved
In-Office
Jacksonville, FL, USA
Junior
Junior
Fintech • Software • Financial Services
The Client Advisor builds relationships with customers, matches needs to banking products, processes account transactions, and ensures compliance with banking regulations. Responsibilities include improving customer interactions, maintaining records, and participating in community events.
Top Skills: Microsoft Office Suite
YesterdaySaved
In-Office
7 Locations
Mid level
Mid level
Fintech • Software • Financial Services
Temporary Quality Control Analyst performs sample selection and quality reviews of deposit and loan products, develops checklists, documents audit findings, prepares reports for management and clients, supports remediation/training, ensures regulatory compliance (AML/BSA, federal requirements, Fannie Mae), and helps modernize processes and automation tools.
Top Skills: ExcelMicrosoft PowerpointMicrosoft Word
2 Days AgoSaved
In-Office
Palm City, FL, USA
Junior
Junior
Fintech • Software • Financial Services
Provide customer-facing sales and service at a branch: build relationships, match customers to Seacoast Bank products, open and maintain accounts, handle cash and negotiable instruments, ensure AML/BSA and operational controls, enroll customers in self-service technology, pursue NMLS registration, and participate in community outreach.
Top Skills: Customer-Facing TechnologyDesktopLaptopMS OfficeSmartphoneTablet
3 Days AgoSaved
In-Office
St. Petersburg, FL, USA
Junior
Junior
Fintech • Software • Financial Services
Build and maintain customer relationships, assess financial needs, recommend and enroll clients in Seacoast Bank products, open and maintain accounts, process transactions, adhere to AML/BSA and branch controls, pursue NMLS registration, participate in community events, and collaborate with internal partners to generate referrals and meet sales goals while delivering excellent customer service.
Top Skills: Microsoft Office Suite
Junior
Fintech • Software • Financial Services
Sell treasury management products to retail banking customers to grow deposits and fee income. Manage a sales pipeline, collaborate with retail teams and branches, deliver product training, pursue new and existing client opportunities, and meet quarterly/annual targets while maintaining strong client relationships and operational awareness.
Top Skills: MS OfficeTreasury Management Systems
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Reposted 3 Days AgoSaved
In-Office
Daytona Beach, FL, USA
Entry level
Entry level
Fintech • Software • Financial Services
The Client Advisor is responsible for relationship building, understanding financial goals, selling banking products, and processing customer accounts while ensuring adherence to banking regulations.
Top Skills: Microsoft Office Suite
Reposted 3 Days AgoSaved
In-Office
5 Locations
Senior level
Senior level
Fintech • Software • Financial Services
The Compensation Consultant will support the Compensation Team in designing and administering compensation programs, conducting data analysis, and consulting with HR partners on compensation-related topics.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordPower BIUkg Hr System
Reposted 5 Days AgoSaved
In-Office
Fort Lauderdale, FL, USA
Mid level
Mid level
Fintech • Software • Financial Services
The Senior Client Advisor focuses on relationship building with customers, understands their financial needs, promotes bank products, and ensures compliance with banking regulations.
Top Skills: Microsoft Office Suite
Reposted 5 Days AgoSaved
In-Office
Fort Lauderdale, FL, USA
Expert/Leader
Expert/Leader
Fintech • Software • Financial Services
Provide investment advice and financial planning to Private Advisor clients (<$1M), develop leads and referrals, manage client relationships, recommend investment products, articulate portfolio adjustments, deliver presentations, and use MGPro and Microsoft Office while maintaining required licenses and regulatory compliance.
Top Skills: Mgpro Financial PlanningMS Office
Reposted 6 Days AgoSaved
In-Office
Miami, FL, USA
Senior level
Senior level
Fintech • Software • Financial Services
The Commercial Relationship Manager IV focuses on connecting business owners with financial services, managing commercial loans, and developing client relationships to drive growth and profitability.
Top Skills: Financial Services
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