Client Advisor I - Orlando/Dr. Phillips

Seacoast Bank•Orlando, FL

19h•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 operational tasks such as opening accounts, processing transactions, and ensuring compliance with banking regulations. The position requires active participation in community events and networking to promote banking products and services. 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.
Ability 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.
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.
Display proficiency in Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes.

Nice To Haves

Proven ability to close sales 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.
Strong understanding of Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes.
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.
Follow instructions and responds to management direction to help resolve more difficult customer objections and solves problems in a timely and positive manner to retain the customer relationship.

Responsibilities

Prepare for and build rapport during customer interactions.
Understand current and future financial goals of customers using open and closed-ended questions.
Match customer needs to Seacoast Bank products and services.
Explain Seacoast Bank products and services confidently and proficiently.
Close sales based on customer needs.
Ask for referrals from new and existing customers.
Exhibit good listening skills and speak clearly and persuasively.
Discuss and enroll customers in self-service products/processes using customer-facing technology.
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 to the bank.
Embrace new technology and stay updated on industry changes to foster innovation.
Participate in community, charitable, or civic events.
Deliver presentations regarding banking products/services through networking events.
Collaborate with other associates within the branch and across the organization.
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.
Identify referral opportunities with internal business partners.
Open and process accounts, perform account maintenance, and process 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 to associates and following up on 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.