Client Advisor I - Colony Plaza

Seacoast Bank•The Villages, FL

8d•Onsite

About The Position

This role is responsible for building customer relationships, understanding their financial goals, and matching them with Seacoast Bank products and services. The Client Advisor will also handle daily banking operations, ensure compliance with regulations, and participate in community events. The position requires strong sales skills, excellent communication, and proficiency with technology.

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.
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.

Nice To Haves

NMLS registration status

Responsibilities

Exhibit consistent relationship building including preparing for customer interactions, building rapport, and utilizing questions to understand financial goals.
Match customer needs to Seacoast Bank products and services, confidently explaining them and closing sales.
Ask for referrals from new and existing customers.
Exhibit good listening skills and speak clearly and persuasively.
Demonstrate strong understanding of Customer facing technology and enroll customers in self-service products/processes.
Respond promptly to customer needs and requests for service.
Seek out appropriate people for complex financial matters.
Balance business needs with customer requests while managing potential risk.
Embrace new technology and remain up to date on industry changes.
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.
Actively pursue NMLS registration status.
Build 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.
Open and process accounts, perform account maintenance, process checks, cash, and the sale of negotiable instrument transactions adhering to bank policies and procedures, including AML/BSA requirements.
Ensure branch adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and all other regulated banking requirements.
Review and adhere to branch operational procedures and controls, communicating updates and following up on audit deficiencies.
Balance cash drawer daily and monitor own work for accuracy.
Follow instructions and respond to management direction to resolve customer objections and solve problems.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.