Client Advisor - Ocala

Seacoast Bank Careers•Ocala, FL

11d•Onsite

About The Position

The Client Advisor role is responsible for relationship building and operations within the branch. This includes preparing for customer interactions, building rapport, understanding customer financial goals, and matching them with Seacoast Bank products and services. The role also involves explaining products, closing sales, asking for referrals, and participating in community events. Operationally, the Client Advisor will open and process accounts, perform account maintenance, handle transactions, and ensure adherence to banking policies, procedures, and regulatory requirements.

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
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
Strong understanding of Customer facing technology
Adhere to Seacoast Bank’s Code of Conduct
Follow all safety and security procedures
Familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles
On time, successful completion of annual required training post-hire and effective execution of role responsibilities

Nice To Haves

NMLS registration status

Responsibilities

Prepare for various customer interactions
Build rapport with customers
Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers
Match customer needs to Seacoast Bank products and services
Confidently and proficiently explain Seacoast Bank products and services to customers
Close sales based on customer needs
Ask for referrals from new and existing customers
Exhibit good listening skills and speak clearly and persuasively
Discuss and enroll customers in self-service products/processes
Respond promptly to customer needs and requests for service
Seek out appropriate people in more complex financial matters
Balance business needs with customer requests while managing potential risk to bank
Embrace new technology and remain up to date on industry changes
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
Collaborate with other associates within the branch and 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
Develop skills to 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 the banks current policies and procedures, to include 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 while communicating updates to associates
Follow up on all audit deficiencies
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