Client Advisor I - Longwood

Seacoast Bank Careers•Longwood, FL

11d•Onsite

About The Position

The Client Advisor I - Longwood position focuses on relationship building and sales within a banking environment. The role involves understanding customer financial goals, matching them with Seacoast Bank products and services, and closing sales. It also requires proficiency in customer-facing technology, adherence to operational procedures, and participation in community events. The position emphasizes strong work ethics, teamwork, and continuous learning about banking products and industry changes. A key aspect is actively pursuing NMLS registration status and developing skills in consumer and small business deposit and lending products, as well as outbound calling and identifying referral opportunities.

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.
All Associates are required to adhere to the highest legal and ethical standards applicable to our industry.
All Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles.
On time, successful completion of annual required training post-hire and effective execution of role responsibilities.

Nice To Haves

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.

Responsibilities

Exhibit consistent relationship building including preparing for customer interactions, building rapport, and effectively utilizing questions to understand customer financial goals.
Match customer needs to Seacoast Bank products and services and confidently explain them.
Close sales based on customer needs and ask for referrals from new and existing customers.
Exhibit good listening skills and speak clearly and persuasively.
Respond promptly to customer needs and requests for service, seeking out appropriate people for complex financial matters.
Balance business needs with customer requests while managing potential risk to the bank.
Embrace new technology and remain up to date on industry changes to foster idea generation and innovation.
Participate in community, charitable or civic events and deliver presentations regarding banking products/services.
Exhibit strong work ethics and teamwork, collaborating 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 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 the banks current policies and procedures, to include 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 while communicating updates to associates.
Follow up on all audit deficiencies.
Balance cash drawer daily and monitor own work for accuracy.
Follow instructions and respond to management direction to help resolve customer objections and solve problems.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.