Client Advisor - Boynton Beach

Seacoast National Bank-posted 10 months ago
Full-time • Entry Level
Boynton Beach, FL
Credit Intermediation and Related Activities
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This position is responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs, and match Seacoast Bank's products and services to those needs. The Client Advisor will also function as a bank Teller, processing transactions for customers in the lobby and drive-thru. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.

  • Exhibit consistent relationship building including, but not limited to: Prepare for various customer interactions.
  • Build rapport with customers.
  • 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 create and enhance relationships 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.
  • Respond promptly to customer needs and requests for service.
  • Quickly seek out appropriate people in more complex financial matters.
  • Able to balance business needs with customer requests while managing potential risk to bank.
  • Embrace new technology and remain up to date on industry changes to create an open environment that fosters idea generation and innovation.
  • Participate in community, charitable or civic events.
  • Deliver presentations regarding banking products/services through networking events.
  • Exhibit strong work ethics and teamwork, collaborating with other associates within the branch and across the organization to develop trusting and cooperative working relationships.
  • Ability to acquire an NMLS registration status.
  • Exhibit proficiencies in all consumer deposit and lending products and processes.
  • Exhibit an understanding of small business deposit and lending products and processes.
  • Exhibit high proficiency in outbound calling process.
  • Be proficient in identifying referral opportunities with internal business partners.
  • Build proficiencies with Treasury Management solutions and small business lending needs.
  • Display proficiency in Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes.
  • Work collaboratively with leadership team to meet the needs of small business customers.
  • 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.
  • Ensure branch adherence to AML/BSA requirements and operational procedures.
  • Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy.
  • Balance cash drawer daily and monitors own work for accuracy.
  • Follow instructions and respond to management direction to help resolve more difficult customer objections.
  • Adhere to Seacoast Bank's Code of Conduct.
  • Follow all safety and security procedures.
  • High School Diploma or equivalent required.
  • Minimum of 6 months cash handling experience preferred.
  • 2+ years in financial services experience required.
  • Flexible schedule required 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.
  • College degree preferred.
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