Client Advisor - Trenton

$48,318 - $93,101/Yr

Seacoast National Bank - Trenton, FL

Full-time - Entry Level

Onsite - Trenton, FL

Credit Intermediation and Related Activities

About the position

The Client Advisor position at Seacoast National Bank in Trenton, FL, is a full-time role focused on enhancing branch assets, deposits, customer base, and revenue. The primary responsibility of the Client Advisor is to build strong relationships with both new and existing customers, understanding their current and future financial needs, and effectively matching those needs with the bank's products and services. This role also includes functioning as a bank teller, processing transactions for customers in both the lobby and drive-thru. The Client Advisor is expected to gain the confidence and trust of customers through honesty, integrity, and authenticity, ensuring a positive banking experience. In this role, the Client Advisor will engage in various relationship-building activities, such as preparing for customer interactions, utilizing open and closed-ended questions to assess customer goals, and confidently explaining the bank's products and services. The position requires a proactive approach to sales, including asking for referrals and demonstrating strong listening skills. The Client Advisor must also be adept at using customer-facing technology and enrolling customers in self-service products. Additionally, the role involves responding promptly to customer needs, balancing business requirements with customer requests, and participating in community events to promote the bank's services. Operationally, the Client Advisor will be responsible for opening and processing accounts, performing account maintenance, and ensuring compliance with AML/BSA requirements. This includes adhering to operational procedures, audit expectations, and risk control measures. The Client Advisor must practice ethical sales behaviors and maintain a balanced cash drawer while addressing customer concerns effectively. The position requires a flexible schedule, including the ability to work weekends and non-standard hours as needed. Overall, the Client Advisor plays a crucial role in fostering customer relationships and contributing to the bank's success.

Responsibilities

• Build rapport with new and existing customers to understand their financial needs.
• Match customer needs to Seacoast Bank products and services.
• Process transactions for customers in the lobby and drive-thru as a bank teller.
• Exhibit strong relationship-building skills and prepare for customer interactions.
• Effectively utilize open and closed-ended questions to assess customer goals.
• Confidently explain Seacoast Bank products and services to customers.
• Close sales based on customer needs and ask for referrals.
• Respond promptly to customer needs and requests for service.
• Participate in community, charitable, or civic events to promote the bank's services.
• Ensure compliance with AML/BSA requirements and operational procedures.

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

• Experience in customer service or sales roles in the financial services industry.
• Familiarity with banking products and services.
• Ability to work in a fast-paced environment and manage multiple tasks.

Benefits

• Equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, or genetics.