Client Advisor - Fruitland Park

Seacoast Bank•Fruitland Park, FL

16h•Onsite

About The Position

This role focuses on building relationships with customers, understanding their financial goals, and matching them with Seacoast Bank's products and services. It involves sales, customer service, and operational tasks within a branch environment. The position also requires active participation in community events and staying updated on industry changes and technology.

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

Actively pursue NMLS registration status.
Build proficiencies in all consumer deposit and lending products and processes.
Develop on an introductory understanding of small business deposit and lending products and processes.
Demonstrate proficiency in outbound calling process.
Develop skills to identify referral opportunities with internal business partners.

Responsibilities

Prepare for and build rapport during customer interactions.
Utilize questions to understand customer financial goals and match them with bank products.
Explain Seacoast Bank products and services confidently and proficiently.
Close sales based on customer needs and ask for referrals.
Exhibit good listening skills and communicate persuasively.
Demonstrate understanding of customer-facing technology and enroll customers in self-service options.
Respond promptly to customer needs and requests.
Seek out appropriate personnel for complex financial matters.
Balance business needs with customer requests while managing risk.
Embrace new technology and stay updated on industry changes.
Participate in community, charitable, or civic events.
Deliver presentations on banking products/services at networking events.
Exhibit strong work ethics and teamwork, collaborating with associates across the organization.
Actively pursue NMLS registration status.
Build proficiencies in consumer deposit and lending products and processes.
Develop an introductory understanding of small business deposit and lending products and processes.
Demonstrate proficiency in outbound calling.
Identify referral opportunities with internal business partners.
Open and process accounts, perform account maintenance, and handle transactions according to bank policies, including AML/BSA requirements.
Ensure branch adherence to AML/BSA requirements, audit procedures, dual control, security, and Business Continuity.
Review and adhere to branch operational procedures and controls, communicating updates and following up on audit deficiencies.
Balance cash drawer daily and monitor work for accuracy.
Follow instructions and management direction to resolve customer objections and problems.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.