Client Advisor - Lake Placid

Seacoast Bank•Sebring, FL

2d•Onsite

About The Position

The Client Advisor role is responsible for building relationships with customers, understanding their financial goals, and matching them with Seacoast Bank products and services. This role also involves operational duties such as opening and processing accounts, ensuring compliance with banking regulations, and maintaining accurate records. The Client Advisor is expected to be proficient in customer-facing technology, sales, and customer service, while also participating in community events and collaborating with colleagues.

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.

Responsibilities

Prepare for and build rapport during customer interactions.
Utilize questions to understand customer financial goals.
Match customer needs to Seacoast Bank products and services.
Explain Seacoast Bank products and services confidently.
Close sales based on customer needs.
Ask for referrals from new and existing customers.
Exhibit good listening skills and communicate clearly.
Discuss and enroll customers in self-service products/processes.
Respond promptly to customer needs and requests.
Seek out appropriate people for complex financial matters.
Balance business needs with customer requests while managing risk.
Embrace new technology and stay updated on industry changes.
Participate in community, charitable, or civic events.
Deliver presentations on banking products/services at networking events.
Collaborate with colleagues to develop trusting relationships.
Actively pursue NMLS registration status.
Build proficiencies in consumer deposit and lending products/processes.
Develop an introductory understanding of small business deposit and lending products/processes.
Demonstrate proficiency in outbound calling.
Identify referral opportunities with internal business partners.
Open and process accounts, perform account maintenance, and process transactions.
Ensure branch adherence to AML/BSA requirements, audit procedures, dual control, security, and Business Continuity.
Review and adhere to branch operational procedures and controls.
Follow up on all audit deficiencies.
Balance cash drawer daily and monitor work for accuracy.
Follow management direction to resolve customer objections and solve problems.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.