Travel Client Advisor (The Villages)
On-siteThe Villages, Florida, United States
Job Summary
Build rapport with new and existing customers to understand their financial needs and match Seacoast Bank products accordingly. Process transactions for customers in the lobby and drive-thru while maintaining branch adherence to AML/BSA requirements and operational procedures. Open accounts, perform maintenance, and balance cash drawers daily, escalating complex financial matters to appropriate associates. Demonstrate proficiency in customer-facing technology, self-service enrollment, and outbound calling processes. Actively pursue NMLS registration and participate in community events to foster trust and innovation. Requires flexible schedule including weekends and non-bank hours; minimum six months cash handling experience.
Required Qualifications
- High School Diploma or equivalent
- Minimum of 6 months cash handling experience
- College degree or 1+ years in retail sales and/or financial services experience
- Flexible schedule with ability to work during hours of operations, including weekends and occasional non-bank operational hours
- Demonstrate excellent communication (written and verbal) and interpersonal skills
- Able to work independently and exercise a high degree of initiative
- PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software
- Actively pursue NMLS registration status
Desired Qualifications
- Develop proficiencies in all consumer deposit and lending products and processes
- Develop an introductory understanding of small business deposit and lending products and processes
- Demonstrate proficiency in outbound calling process
- Develop skills to identify referral opportunities with internal business partners
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