Client Advisor I - Longwood

Seacoast Bank•Longwood, FL

4h•Onsite

About The Position

The Client Advisor I is responsible for building relationships with customers, understanding their financial goals, and matching them with Seacoast Bank products and services. This role involves explaining products, closing sales, asking for referrals, and utilizing customer-facing technology. The position also requires adherence to operational procedures, including account opening, maintenance, and compliance with banking regulations such as AML/BSA. The Client Advisor I will participate in community events and deliver presentations on banking products. Collaboration with internal teams and a commitment to ethical conduct are essential.

Requirements

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.
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.

Responsibilities

Prepare for and build rapport during customer interactions.
Utilize open and closed-ended questions to understand customer financial goals.
Match customer needs to Seacoast Bank products and services.
Confidently explain Seacoast Bank products and services.
Close sales based on customer needs.
Ask for referrals from new and existing customers.
Exhibit good listening skills and communicate clearly and persuasively.
Discuss and enroll customers in self-service products/processes using customer-facing technology.
Respond promptly to customer needs and requests.
Seek out appropriate people for complex financial matters.
Balance business needs with customer requests while managing potential risk.
Embrace new technology and stay updated on industry changes.
Participate in community, charitable, or civic events.
Deliver presentations regarding banking products/services.
Collaborate with other associates to develop trusting and cooperative working relationships.
Actively pursue NMLS registration status.
Build proficiencies in 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.
Identify referral opportunities with internal business partners.
Open and process accounts, perform account maintenance, and process transactions.
Ensure branch adherence to AML/BSA requirements, audit procedures, dual control, security, and Business Continuity.
Review and adhere to branch operational procedures and controls.
Follow up on all audit deficiencies.
Balance cash drawer daily and monitor work for accuracy.
Follow management direction to resolve customer objections and solve problems.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.