Client Advisor I - Mt. Dora

Seacoast Bank•Mount Dora, FL

2d•Onsite

About The Position

This role is responsible for building customer relationships, matching customer needs to Seacoast Bank products and services, and ensuring operational efficiency within the branch. The Client Advisor will also participate in community events and deliver presentations on banking products and services. A strong work ethic, teamwork, and adaptability to new technology are essential. The position requires active pursuit of NMLS registration status and development of proficiencies in various banking products and processes.

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.
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

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 and explain them confidently.
Close sales based on customer needs and ask for referrals.
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, seeking assistance for complex matters.
Balance business needs with customer requests while managing potential risk.
Embrace new technology and industry changes to foster 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 associates 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 process.
Develop skills to 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 and following up on audit deficiencies.
Balance cash drawer daily and monitor work for accuracy.
Follow instructions and management direction to resolve customer objections and solve problems.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.