Client Advisor - Vero Beach/12th Street

Seacoast Bank Careers•Vero Beach, FL

4d•Onsite

About The Position

The Client Advisor role focuses on relationship building, sales, and operational tasks within the branch. This position requires strong communication and interpersonal skills, a proactive approach to understanding and meeting customer financial needs, and adherence to banking policies and procedures. The role involves engaging with customers, explaining Seacoast Bank products and services, closing sales, and participating in community events. Operational duties include account opening, maintenance, transaction processing, and ensuring compliance with regulatory requirements.

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

Exhibit good listening skills and speak clearly and persuasively in positive or negative situations.
Strong understanding of Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes.
Quickly seek out appropriate people in more complex financial matters.
Develop skills to identify referral opportunities with internal business partners.
Display proficiency in Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes.

Responsibilities

Exhibit consistent relationship building with customers.
Build rapport and effectively utilize questioning techniques 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.
Exhibit good listening skills and communicate clearly and persuasively.
Respond promptly to customer needs and requests for service.
Manage potential risk to the bank while balancing business needs and customer requests.
Embrace new technology and stay updated on industry changes.
Participate in community, charitable, or civic events and deliver presentations.
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 identify 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 all 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 respond to management direction to resolve customer objections and solve problems.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.