Client Advisor - Middleton Branch (The Villages)

Seacoast Bank Careers•Sumterville, FL

2d•Onsite

About The Position

The Client Advisor role focuses on relationship building, sales, and operational tasks within a branch setting. This position requires a strong understanding of customer needs and Seacoast Bank's products and services, with an emphasis on proactive engagement, sales, and ensuring adherence to banking policies and procedures. The role also involves participating in community events and maintaining up-to-date knowledge of industry changes and technology.

Requirements

Minimum of 6 months cash handling experience required.
High School Diploma or equivalent 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

College degree or 1+ years in retail sales and/or financial services experience required.
Flexible schedule required with ability to work during hours of operations, including weekends and occasional non-bank operational hours.

Responsibilities

Exhibit consistent relationship building including preparing for customer interactions, building rapport, and effectively using questions to understand financial goals.
Match customer needs to Seacoast Bank products and services, confidently explaining them and closing sales.
Ask for referrals from new and existing customers.
Exhibit good listening skills and communicate clearly and persuasively.
Respond promptly to customer needs and requests, seeking assistance for complex financial matters.
Balance business needs with customer requests while managing potential risk.
Embrace new technology and stay updated on industry changes to foster innovation.
Participate in community, charitable, or civic events and deliver presentations on banking products/services.
Exhibit strong work ethics and teamwork, collaborating with associates across the organization.
Actively pursue NMLS registration status.
Build proficiencies in all 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 and identifying referral opportunities with internal business partners.
Open and process accounts, perform account maintenance, process checks, cash, and negotiable instrument transactions adhering to policies and procedures, including AML/BSA.
Ensure branch adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and other regulated banking requirements.
Review and adhere to branch operational procedures and controls, communicating updates to associates.
Follow up on all audit deficiencies.
Balance cash drawer daily and monitor own work for accuracy.
Follow instructions and respond to management direction to resolve customer objections and solve problems.
Adhere to Seacoast Bank’s Code of Conduct and follow all safety and security procedures.