Client Advisor - Apopka, FL

Seacoast Bank Careers•Apopka, FL

4d•Onsite

About The Position

The Client Advisor role focuses on building strong customer relationships, understanding their financial goals, and offering appropriate Seacoast Bank products and services. This position involves sales, customer service, and operational duties within the branch, requiring excellent communication, initiative, and adaptability to new technologies and industry changes. The role also emphasizes adherence to banking policies, procedures, and ethical standards.

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.
Adherence to the highest legal and ethical standards applicable to the industry.
Familiarity and compliance with all regulatory, legal, ethical, and Bank risk mitigation requirements.
On time, successful completion of annual required training post-hire and effective execution of role responsibilities.

Nice To Haves

NMLS registration status

Responsibilities

Exhibit consistent relationship building including preparing for customer interactions, building rapport, and effectively utilizing questions to understand customer needs.
Match customer needs to Seacoast Bank products and services and confidently explain them.
Close sales based on customer needs and ask for referrals from new and existing customers.
Respond promptly to customer needs and requests, seeking assistance for complex financial matters.
Balance business needs with customer requests while managing potential risk to the bank.
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 associates 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 process transactions adhering to bank policies and procedures, including AML/BSA requirements.
Ensure branch adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and other regulated banking requirements.
Review and adhere to branch operational procedures and controls, communicating updates to associates.
Follow up on all audit deficiencies.
Balance cash drawer daily and monitor work for accuracy.
Follow instructions and respond to management direction to resolve customer objections and problems.
Adhere to Seacoast Bank’s Code of Conduct and all safety and security procedures.