Client Advisor - Longwood

Seacoast Bank•Longwood, FL

1d•Onsite

About The Position

The Client Advisor role is responsible for building and maintaining customer relationships, matching customer needs with Seacoast Bank products and services, and ensuring operational efficiency within the branch. This role requires strong communication, sales, and operational skills, as well as a commitment to ethical practices and customer satisfaction. The Client Advisor will also participate in community events and deliver presentations on banking products and services.

Requirements

High School Diploma or equivalent required.
2+ years in financial services experience required.
Proficiency with both English and Spanish languages
Flexible schedule required with ability to work during hours of operations, including weekends and occasional non-bank operational hours
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.

Nice To Haves

Minimum of 6 months cash handling experience preferred.
College degree preferred.

Responsibilities

Exhibit consistent relationship building including preparing for customer interactions, building rapport, understanding financial goals, matching needs to products/services, explaining products/services, creating and enhancing relationships, asking for referrals, and exhibiting good listening skills.
Respond promptly to customer needs and requests for service.
Quickly seek out appropriate people in more complex financial matters.
Balance business needs with customer requests while managing potential risk to the bank.
Embrace new technology and remain up to date on industry changes to create an open environment that fosters idea generation and innovation.
Participate in community, charitable or civic events.
Deliver presentations regarding banking products/services through networking events.
Exhibit strong work ethics and teamwork, collaborating with other associates within the branch and across the organization to develop trusting and cooperative working relationships.
Acquire an NMLS registration status.
Exhibit proficiencies in all consumer deposit and lending products and processes.
Exhibit an understanding of small business deposit and lending products and processes.
Exhibit high proficiency in outbound calling process.
Be proficient in identifying referral opportunities with internal business partners.
Build proficiencies with Treasury Management solutions and small business lending needs.
Display proficiency in Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes.
Work collaboratively with leadership team to meet the needs of small business customers.
Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, protecting the Bank against the risk and exposure of criminal or fraudulent activity.
Escalate customer concerns as needed.
Ensure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements; communicate any updates to associates.
Follows up on all audit / scorecard / QC deficiencies.
Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the customer when offering additional products and services.
Balance cash drawer daily and monitors own work for accuracy.
Follow instructions and responds to management direction to help resolve more difficult customer objections and solves problems in a timely and positive manner to retain the customer relationship.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.