Client Advisor - Sanford

Seacoast Bank Careers•Sanford, FL

About The Position

The Client Advisor builds customer relationships and matches customer needs to Seacoast Bank products and services. The role involves explaining and selling banking products, enrolling customers in self-service technology, responding to service requests, identifying referral opportunities, and developing proficiency in consumer deposit and lending products, with introductory knowledge of small business products. The Client Advisor also participates in community events and presents banking products and services at networking events. The position performs branch banking transactions, including opening and maintaining accounts, processing checks and cash, and selling negotiable instruments. It is responsible for following operational controls and procedures, including AML/BSA, audit, dual-control, security, and business continuity requirements; addressing audit deficiencies; and balancing the cash drawer daily. Associates must follow management direction, the Bank’s Code of Conduct, safety and security procedures, and applicable legal, ethical, regulatory, and risk-mitigation requirements, including 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.
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, and Microsoft Office Suite software.
Flexible schedule and availability during hours of operation, including weekends and occasional non-bank operational hours.

Nice To Haves

Bilingual English/Spanish skills.

Responsibilities

Prepare for customer interactions, build rapport, and use questions to understand customers’ current and future financial goals.
Match customer needs to Seacoast Bank products and services; explain offerings clearly and close sales based on customer needs.
Ask new and existing customers for referrals and identify referral opportunities with internal business partners.
Discuss and enroll customers in self-service products and processes using customer-facing technology.
Respond promptly to customer service requests and seek appropriate support for complex financial matters while balancing business needs and risk.
Keep up with technology and industry changes and contribute to an environment that encourages ideas 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 develop cooperative working relationships.
Pursue NMLS registration and build proficiency in consumer deposit and lending products and processes, as well as introductory understanding of small business products and processes.
Develop proficiency in the outbound calling process.
Open and process accounts, perform account maintenance, process checks and cash, and sell negotiable instruments in accordance with bank policies and procedures.
Follow 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 address problems in a timely, positive manner to retain customer relationships.
Adhere to the Bank’s Code of Conduct and all safety, security, legal, ethical, regulatory, and risk-mitigation requirements, including completing required annual training on time.