Client Advisor II - Lantana

Seacoast National Bank • Lantana, FL

351d

About The Position

The position involves building and maintaining relationships with customers, understanding their financial goals, and matching their needs with Seacoast Bank products and services. The role requires effective communication, listening skills, and the ability to respond promptly to customer requests. Additionally, the position includes operational responsibilities such as account processing, adherence to banking regulations, and ethical sales practices. The candidate will also participate in community events and collaborate with team members to enhance customer service.

Requirements

• High School Diploma or equivalent required.
• Minimum of 6 months cash handling experience preferred.
• College degree preferred.
• 2+ years in financial services experience required.
• Flexible schedule required with ability to work during operational hours, including weekends.
• 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.

Responsibilities

• Exhibit consistent relationship building with customers.
• Prepare for various customer interactions and build rapport.
• Utilize open and closed-ended questions to understand customer financial goals.
• Match customer needs to Seacoast Bank products and services.
• Explain Seacoast Bank products and services confidently.
• Create and enhance relationships based on customer needs.
• Ask for referrals from new and existing customers.
• 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 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 relationships.
• Acquire NMLS registration status.
• Exhibit proficiencies in consumer deposit and lending products.
• Understand small business deposit and lending products.
• Demonstrate proficiency in outbound calling processes.
• Identify referral opportunities with internal business partners.
• Build proficiencies with Treasury Management solutions.
• Discuss and enroll customers in self-service products.
• Work collaboratively with leadership to meet small business needs.
• Open and process accounts, perform account maintenance.
• Ensure branch adherence to AML/BSA requirements.
• Practice ethical sales behaviors in accordance with policies.
• Balance cash drawer daily and monitor work for accuracy.
• Follow management direction to resolve customer objections.
• Adhere to Seacoast Bank's Code of Conduct.
• Follow all safety and security procedures.

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED