Client Advisor - Hobe Sound

Seacoast Bank•Hobe Sound, FL

1d•Onsite

About The Position

The Client Advisor is responsible for relationship building with customers, matching customer needs to Seacoast Bank products and services, and explaining these products and services confidently. This role involves understanding customer financial goals, closing sales, asking for referrals, and utilizing customer-facing technology. The advisor also participates in community events, delivers presentations, and collaborates with internal teams. Additionally, the role includes operational duties such as opening and processing accounts, maintaining account information, handling transactions, and ensuring adherence to banking policies, AML/BSA requirements, and security procedures. The Client Advisor must also balance business needs with customer requests while managing potential risks to the bank and embracing new technology.

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.

Responsibilities

Exhibit consistent relationship building including preparing for customer interactions and building rapport.
Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers.
Match customer needs to Seacoast Bank products and services, confidently and proficiently explaining them.
Close sales based on customer needs and ask for referrals from new and existing customers.
Exhibit good listening skills and speak clearly and persuasively.
Demonstrate strong understanding of Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes.
Respond promptly to customer needs and requests for service, and quickly seek out appropriate people for complex financial matters.
Balance business needs with customer requests while managing potential risk to the bank.
Embrace new technology and remain up to date on industry changes to create an open environment that fosters idea generation and innovation.
Participate in community, charitable or civic events.
Deliver presentations regarding banking products/services through networking events.
Exhibit strong work ethics and teamwork, collaborating with other associates within the branch and 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 process.
Develop skills to identify referral opportunities with internal business partners.
Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, to include AML/BSA requirements.
Ensure branch adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and all other regulated banking requirements.
Review and adhere to branch operational procedures and controls while communicating updates to associates.
Follow up on all audit deficiencies.
Balance cash drawer daily and monitors own work for accuracy.
Follow instructions and responds to management direction to help resolve more difficult customer objections and solves problems in a timely and positive manner to retain the customer relationship.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.