Client Advisor - Colony Plaza

Seacoast Bank Careers•The Villages, FL

7d•Onsite

About The Position

The Client Advisor role at Colony Plaza focuses on building strong customer relationships, understanding their financial goals, and matching them with Seacoast Bank's products and services. This position involves sales, customer service, and operational duties, requiring excellent communication, initiative, and adherence to banking regulations. The role also emphasizes embracing new technology, participating in community events, and collaborating with internal teams.

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

Develop on 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 effectively using questions to understand financial goals.
Match customer needs to Seacoast Bank products and services, confidently explaining them and closing sales.
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 using customer-facing technology.
Respond promptly to customer needs and requests, seeking appropriate help for complex financial matters.
Balance business needs with customer requests while managing potential bank 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 to develop trusting relationships.
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 processes and identify referral opportunities with internal business partners.
Open and process accounts, perform account maintenance, and process transactions adhering to bank policies, 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 own work for accuracy.
Follow instructions and resolve customer objections and problems in a timely and positive manner.
Adhere to Seacoast Bank’s Code of Conduct and follow all safety and security procedures.