Client Advisor - Ocala West

Seacoast Bank•Ocala, FL

About The Position

The Client Advisor builds customer relationships and supports customers in meeting their financial goals by understanding their needs, recommending Seacoast Bank products and services, and explaining available options. The role responds to service requests, identifies referral opportunities, participates in community and networking events, and develops proficiency in consumer banking products, processes, and customer-facing technology. The position also handles branch transactions and account servicing while following operational controls, regulatory requirements, and bank policies.

Requirements

High school diploma or equivalent.
At least 6 months of cash-handling experience.
A college degree or at least 1 year of retail sales and/or financial services experience.
Flexible schedule, with availability during operating hours, including weekends and occasional non-bank operating hours.
Excellent written and verbal communication and interpersonal skills.
Ability to work independently and exercise a high degree of initiative.
PC proficiency with desktop, laptop, tablet, and smartphone devices, as well as Microsoft Office Suite software.

Nice To Haves

Bilingual English/Spanish skills.

Responsibilities

Prepare for customer interactions, build rapport, and use open- and closed-ended questions to understand customers’ current and future financial goals.
Match customer needs to Seacoast Bank products and services, explain them confidently, and close sales based on customer needs.
Ask new and existing customers for referrals and identify opportunities to refer customers to internal business partners.
Listen effectively and communicate clearly and persuasively in positive or negative situations.
Discuss and enroll customers in self-service products and processes using customer-facing technology.
Respond promptly to customer needs and service requests; seek appropriate assistance with complex financial matters.
Balance customer requests and business needs while managing potential risk to the bank.
Stay current on technology and industry changes and contribute to an environment that supports ideas and innovation.
Participate in community, charitable, or civic events and deliver presentations about banking products and services at networking events.
Collaborate with branch associates and colleagues across the organization to build cooperative working relationships.
Pursue NMLS registration and build proficiency in consumer deposit and lending products and processes, as well as introductory knowledge of small-business deposit and lending products and processes.
Demonstrate proficiency in outbound calling.
Open and process accounts, perform account maintenance, process checks and cash, and sell negotiable instruments in accordance with bank policies and procedures, including AML/BSA requirements.
Ensure adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and other regulated banking requirements.
Review and follow branch operational procedures and controls, communicate updates to associates, and follow up on audit deficiencies.
Balance the cash drawer daily and monitor work for accuracy.
Follow management direction to help resolve difficult customer objections and solve problems promptly and positively to retain customer relationships.
Adhere to Seacoast Bank’s Code of Conduct and follow safety and security procedures.
Complete required annual training on time and comply with applicable legal, regulatory, ethical, and bank risk-mitigation requirements.