Client Advisor II - Hialeah

Seacoast Bank•Hialeah, FL

9d•Onsite

About The Position

The Client Advisor II is responsible for building and maintaining customer relationships, understanding their financial goals, and matching them with Seacoast Bank products and services. This role also involves operational duties such as processing accounts, ensuring compliance with banking regulations, and practicing ethical sales behaviors. The position requires strong communication, interpersonal, and PC skills, along with a flexible schedule that includes weekends.

Requirements

High School Diploma or equivalent required.
2+ years in 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

Minimum of 6 months cash handling experience preferred.
College degree preferred.

Responsibilities

Exhibit consistent relationship building including preparing for customer interactions, building rapport, and understanding customer financial goals.
Match customer needs to Seacoast Bank products and services and confidently explain them.
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.
Quickly seek out appropriate people in more 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.
Deliver presentations regarding banking products/services through networking events.
Exhibit strong work ethics and teamwork, collaborating with other associates.
Acquire an NMLS registration status.
Exhibit proficiencies in all consumer deposit and lending products and processes.
Exhibit an understanding of small business deposit and lending products and processes.
Exhibit high proficiency in outbound calling process.
Be proficient in identifying referral opportunities with internal business partners.
Build proficiencies with Treasury Management solutions and small business lending needs.
Display proficiency in Customer facing technology with the ability to discuss and enroll customers in self-service products/processes.
Work collaboratively with leadership team to meet the needs of small business customers.
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.
Ensure branch adherence to AML/BSA requirements, operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements.
Follows up on all audit / scorecard / QC deficiencies.
Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy.
Balance cash drawer daily and monitors own work for accuracy.
Follow instructions and responds to management direction to help resolve more difficult customer objections and solves problems.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.