Client Advisor II - Hialeah

Seacoast Bank Careers•Hialeah, FL

9d•Onsite

About The Position

The Client Advisor II is responsible for building and enhancing customer relationships by understanding their financial goals and matching them with Seacoast Bank products and services. This role involves active participation in community events, delivering presentations, and collaborating with internal teams to meet customer needs. Additionally, the Client Advisor II ensures operational efficiency and adherence to all banking policies, procedures, and regulatory requirements, including AML/BSA, dual control, and security protocols. Ethical sales practices and accurate cash handling are paramount.

Requirements

High School Diploma or equivalent required.
2+ years in 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

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

Responsibilities

Exhibit consistent relationship building including preparing for customer interactions, building rapport, and effectively using questions to understand financial goals.
Match customer needs to Seacoast Bank products and services, explaining them confidently and proficiently.
Create and enhance relationships based on customer needs.
Ask for referrals from new and existing customers.
Exhibit good listening skills and communicate clearly and persuasively.
Respond promptly to customer needs and requests for service.
Quickly 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 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 associates within the branch and across the organization.
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 the 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 and enroll customers in self-service products/processes.
Work collaboratively with the 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 bank policies and procedures.
Protect the Bank against the risk and exposure of criminal or fraudulent activity.
Escalate customer concerns as needed.
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.
Communicate any updates to associates.
Follow up on all audit/scorecard/QC deficiencies.
Practice ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy.
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.