Client Advisor - Vero Beach

Seacoast National Bank • Vero Beach, FL

296d

About The Position

This position is responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs, and match Seacoast Bank's products and services to those needs. The Client Advisor will also function as a bank Teller, processing transactions for customers in the lobby and drive-thru. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.

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 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.

Responsibilities

• Exhibit consistent relationship building including, but not limited to: Prepare for various customer interactions.
• Build rapport with customers.
• Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers.
• Match customer needs to Seacoast Bank products and services.
• Confidently and proficiently explain Seacoast Bank products and services to customers.
• Create and enhance relationships based on customer needs.
• Ask for referrals from new and existing customers.
• Exhibit good listening skills and speak clearly and persuasively in positive or negative situations.
• Respond promptly to customer needs and requests for service.
• Seek out appropriate people in more complex financial matters.
• Balance business needs with customer requests while managing potential risk to bank.
• Embrace new technology and remain up to date on industry changes.
• 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 within the branch and across the organization.
• Acquire an NMLS registration status.
• Exhibit proficiencies in all consumer deposit and lending products and processes.
• Understand small business deposit and lending products and processes.
• Exhibit high proficiency in outbound calling process.
• Identify referral opportunities with internal business partners.
• Build proficiencies with Treasury Management solutions and small business lending needs.
• 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.
• Ensure branch adherence to AML/BSA requirements and operational procedures.
• 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.
• Adhere to Seacoast Bank's Code of Conduct.
• Follow all safety and security procedures.

What This Job Offers

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