Client Advisor - Longwood

Seacoast Bank Careers•Longwood, FL

18h•Onsite

About The Position

The Client Advisor role at Seacoast Bank in Longwood focuses on building strong customer relationships, understanding their financial goals, and matching them with the bank's products and services. This position requires excellent communication, sales, and operational skills, as well as a commitment to ethical practices and adherence to banking regulations. The Client Advisor will also participate in community events and leverage technology to enhance customer experience and drive innovation.

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, and utilizing questions to understand financial goals.
Match customer needs to Seacoast Bank products and services and explain them proficiently.
Create and enhance relationships based on customer needs.
Ask for referrals from new and existing customers.
Exhibit good listening skills and speak clearly and persuasively.
Respond promptly to customer needs and requests.
Quickly seek out appropriate people for complex financial matters.
Balance business needs with customer requests while managing potential risk.
Embrace new technology and stay updated on industry changes.
Participate in community, charitable, or civic events.
Deliver presentations regarding banking products/services through networking events.
Exhibit strong work ethics and teamwork, collaborating with associates within the branch and across the organization.
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 and enroll customers in self-service products/processes.
Work collaboratively with the leadership team to meet the needs of small business customers.
Open and process accounts, perform account maintenance, process checks, cash, and negotiable instrument transactions adhering to bank policies and procedures.
Ensure branch adherence to AML/BSA requirements, operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements.
Follow up on all audit/scorecard/QC deficiencies.
Practice ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy.
Balance cash drawer daily and monitor own work for accuracy.
Follow instructions and respond to management direction to help resolve customer objections and solve problems.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.