Client Advisor - Clewiston (Part Time/30 Hours Per Week)

Seacoast Bank Careers•Clewiston, FL

7h•Onsite

About The Position

The Client Advisor role focuses on relationship building and sales within the branch. This position requires excellent communication and interpersonal skills to understand customer financial goals and match them with Seacoast Bank products and services. The role also involves operational duties such as opening and maintaining accounts, processing transactions, and ensuring adherence to banking regulations. The Client Advisor is expected to be proficient in customer-facing technology and actively participate in community events.

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 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.
Display proficiency in Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes.

Responsibilities

Exhibit consistent relationship building including preparing for customer interactions, building rapport, and utilizing questions to understand customer 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.
Respond promptly to customer needs and requests, seeking out appropriate people for complex financial matters.
Balance business needs with customer requests while managing potential risk to the bank.
Embrace new technology and stay up-to-date 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 process and identify referral opportunities with internal business partners.
Open and process accounts, perform account maintenance, process checks, cash, and the sale of negotiable instrument transactions adhering to bank policies and procedures, including AML/BSA requirements.
Ensure branch adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and all 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 help resolve customer objections and solve problems.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.