Client Advisor - Eastport/The Villages

Seacoast Bank•The Villages, FL

About The Position

The Client Advisor builds trusted relationships with new and existing customers, identifies their financial goals and needs, and matches those needs with Seacoast Bank products and services. The role combines customer relationship building and sales with branch banking operations, while following applicable bank policies, procedures, and regulatory requirements. The Client Advisor is expected to communicate effectively, provide prompt service, use customer-facing technology, collaborate with colleagues, participate in community and networking activities, and actively pursue NMLS registration. Associates must meet applicable legal, ethical, regulatory, and bank risk-mitigation requirements, including completing required annual training.

Requirements

High school diploma or equivalent.
At least 6 months of cash-handling experience.
A college degree or at least 1 year of experience in retail sales and/or financial services.
Flexible schedule, with availability during hours of operation, including weekends and occasional non-bank operational hours.
Excellent written and verbal communication and interpersonal 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 with Seacoast Bank products and services, explain those products and services, close sales based on customer needs, and ask customers for referrals.
Listen effectively and communicate clearly and persuasively, including in positive or negative situations.
Discuss customer-facing technology and enroll customers in self-service products and processes.
Respond promptly to customer service needs and requests, and seek appropriate assistance for complex financial matters.
Balance business needs with customer requests while managing potential risk to the bank.
Keep up to date 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 develop trusting, cooperative working relationships.
Actively pursue NMLS registration status.
Open and process accounts; perform account maintenance; and process checks, cash, and sales of negotiable instruments in accordance with bank policies and procedures, including AML/BSA requirements.
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 own work for accuracy.
Adhere to applicable legal, ethical, regulatory, and bank risk-mitigation requirements and complete required annual training on time.