Client Advisor - Lake City

Seacoast Bank Careers•Lake City, FL

12d•Onsite

About The Position

This role focuses on building client relationships, understanding their financial goals, and offering appropriate Seacoast Bank products and services. It also involves operational tasks such as account management and ensuring compliance with banking regulations. The position requires strong sales and customer service skills, adaptability to new technology, and active participation in the community.

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.
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.
Adhere to the highest legal and ethical standards applicable to our industry.
Be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles.
Complete annual required training post-hire and effectively execute role responsibilities.

Nice To Haves

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.

Responsibilities

Exhibit consistent relationship building including preparing for customer interactions, building rapport, and utilizing questions to understand customer financial goals.
Match customer needs to Seacoast Bank products and services and confidently explain them.
Close sales based on customer needs and ask for referrals.
Demonstrate good listening skills and speak clearly and persuasively.
Understand and discuss customer-facing technology and enroll customers in self-service products/processes.
Respond promptly to customer needs and requests, seeking assistance for complex financial matters.
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 associates 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 and identify referral opportunities with internal business partners.
Open and process accounts, perform account maintenance, and process transactions adhering to 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 solve problems.
Adhere to Seacoast Bank’s Code of Conduct and follow all safety and security procedures.