Client Advisor - Eastport/The Villages

Seacoast Bank Careers•The Villages, FL

About The Position

The Client Advisor builds trusted relationships with new and existing customers, identifies their financial goals and needs, and matches them with appropriate Seacoast Bank products and services. The role combines customer service, relationship building, sales, community engagement, and branch operations. Advisors explain products and services, support customers with self-service technology, respond promptly to requests, and seek assistance for complex financial matters while balancing customer needs with business and risk considerations. They also participate in community events and networking presentations, collaborate with associates, and pursue NMLS registration. The position performs account opening and maintenance, check and cash processing, and sales of negotiable instruments in accordance with bank policies and procedures, including AML/BSA requirements. Advisors follow branch controls and operational procedures, communicate updates, address audit deficiencies, and balance their cash drawers daily while monitoring their work for accuracy. Associates must comply with applicable legal, regulatory, ethical, and bank risk-mitigation requirements and complete required annual training.

Requirements

High school diploma or equivalent.
At least 6 months of cash-handling experience.
A college degree or at least 1 year of experience in retail sales and/or financial services.
Flexible schedule with availability during operating hours, including weekends and occasional non-bank operating hours.
Excellent written and verbal communication and interpersonal skills.

Responsibilities

Prepare for customer interactions, build rapport, and use and document open- and closed-ended questions to understand customers’ current and future financial goals.
Match customer needs to Seacoast Bank products and services, explain those products and services, and close sales based on customer needs.
Ask new and existing customers for referrals.
Listen effectively, communicate clearly and persuasively, and respond promptly to customer needs and service requests.
Discuss customer-facing technology and enroll customers in self-service products and processes.
Seek appropriate assistance with complex financial matters and balance business needs with customer requests while managing potential risk to the bank.
Keep up to date on technology and industry changes and contribute to an environment that encourages idea generation and innovation.
Participate in community, charitable, or civic events and present banking products and services at networking events.
Collaborate with branch associates and colleagues across the organization to develop trusting and cooperative working relationships.
Pursue NMLS registration status.
Open and maintain accounts; process checks, cash, and sales of negotiable instruments in accordance with current bank policies and procedures, including AML/BSA requirements.
Ensure adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and other regulated banking requirements.
Review and follow branch operational procedures and controls, communicate updates to associates, and follow up on audit deficiencies.
Balance the cash drawer daily and monitor work for accuracy.
Complete required annual training on time and comply with applicable legal, regulatory, ethical, and bank risk-mitigation requirements.