Client Advisor - Downtown Orlando

Seacoast Bank Careers•Orlando, FL

About The Position

The Client Advisor builds customer relationships, identifies financial goals, and matches customer needs with Seacoast Bank products and services. The role explains and sells banking products, supports customers with self-service technology, pursues referrals, participates in community and networking events, and collaborates with colleagues across the organization. The Client Advisor builds proficiency in consumer deposit and lending products and processes, develops introductory knowledge of small-business products, and actively pursues NMLS registration status. The position also performs branch transactions and account servicing, including opening and maintaining accounts, processing checks and cash, and selling negotiable instruments. It follows bank policies and procedures and helps ensure compliance with AML/BSA requirements, audit controls, security, business continuity, and other regulated banking requirements. The associate monitors transaction accuracy, balances a cash drawer daily, follows up on audit deficiencies, and adheres to the Bank’s Code of Conduct and safety and security procedures. Associates are expected to meet applicable legal, ethical, regulatory, and risk-mitigation requirements, including completing required annual training on time. The listed duties describe the general nature of the role and are not exhaustive.

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 and ability to work 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.

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 and explain those products and services clearly and confidently.
Close sales based on customer needs and ask new and existing customers for referrals.
Listen effectively, communicate clearly and persuasively, and respond promptly to customer service needs and requests.
Discuss and enroll customers in customer-facing self-service technology and processes.
Seek appropriate colleagues for complex financial matters and balance customer requests with business needs and potential bank risk.
Keep up to date with technology and industry changes and foster idea generation and innovation.
Participate in community, charitable, or civic events and present banking products and services at networking events.
Collaborate with branch associates and colleagues across the organization to build trusting and cooperative working relationships.
Actively pursue NMLS registration status and build proficiency in consumer deposit and lending products and processes, introductory knowledge of small-business deposit and lending products and processes, outbound calling, and referral opportunities with internal business partners.
Open and process accounts, perform account maintenance, process checks and cash, and sell negotiable instruments in accordance with current bank policies and procedures, including AML/BSA requirements.
Help ensure branch 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 execute role responsibilities in compliance with applicable legal, ethical, regulatory, and bank risk-mitigation requirements.