Client Advisor - Hobe Sound

Seacoast Bank Careers•Hobe Sound, FL

6h•Onsite

About The Position

This role focuses on relationship building with customers, understanding their financial goals, and matching them with Seacoast Bank products and services. The Client Advisor will also be responsible for opening and processing accounts, performing account maintenance, and ensuring adherence to banking policies and procedures, including AML/BSA requirements. The position requires strong communication, sales, and operational skills, with a commitment to ethical conduct and regulatory compliance.

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.
All Associates are required to adhere to the highest legal and ethical standards applicable to our industry.
All Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles.
On time, successful completion of annual required training post-hire and effective execution of role responsibilities.

Nice To Haves

NMLS registration status

Responsibilities

Exhibit consistent relationship building including preparing for customer interactions, building rapport, and effectively utilizing questions to understand customer needs.
Confidently and proficiently explain Seacoast Bank products and services to customers and close sales based on identified needs.
Ask for referrals from new and existing customers.
Exhibit strong listening skills and communicate clearly and persuasively.
Respond promptly to customer needs and requests for service, seeking out appropriate people for complex financial matters.
Balance business needs with customer requests while managing potential risk to the bank.
Embrace new technology and stay up-to-date on industry changes to foster idea generation and innovation.
Participate in community, charitable, or civic events and deliver presentations regarding banking products/services.
Exhibit strong work ethics and teamwork, collaborating with 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 processes and identify referral opportunities with internal business partners.
Display proficiency in customer-facing technology and enroll customers in self-service products/processes.
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 help resolve customer objections and solve problems in a timely and positive manner.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.