Client Advisor - Magnolia Plaza/The Villages

Seacoast Bank•The Villages, FL

2d•Onsite

About The Position

This role focuses on building strong customer relationships, understanding their financial needs, and matching them with Seacoast Bank's products and services. The Client Advisor will also be responsible for various operational tasks, ensuring adherence to bank policies and procedures, and contributing to the overall success of the branch. This position requires excellent communication, sales, and customer service skills, along with a willingness to embrace new technology and 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.
Flexible schedule required with ability to work during hours of operations, including weekends and occasional non-bank operational hours.
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.

Responsibilities

Prepare for and conduct customer interactions, building rapport and understanding financial goals through effective questioning.
Match customer needs to Seacoast Bank products and services, confidently explaining offerings and closing sales.
Seek referrals from new and existing customers.
Demonstrate strong listening skills and communicate clearly and persuasively.
Utilize customer-facing technology to discuss and enroll customers in self-service products and processes.
Respond promptly to customer needs and requests, escalating complex issues when necessary.
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 colleagues across the organization.
Actively pursue NMLS registration status.
Build proficiencies in 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, and handle transactions such as checks, cash, and negotiable instruments, adhering to bank policies, AML/BSA requirements, and dual control procedures.
Ensure branch adherence to AML/BSA requirements, audit procedures, security, Business Continuity, and other regulated banking requirements.
Review and adhere to branch operational procedures and controls, communicating updates and following up on audit deficiencies.
Balance cash drawer daily and monitor work for accuracy.
Follow management direction to resolve customer objections and solve problems in a timely and positive manner.
Adhere to Seacoast Bank’s Code of Conduct and all safety and security procedures.