Client Advisor - Avon Park

Seacoast Bank Careers•Avon Park, FL

19d•Onsite

About The Position

The Client Advisor role 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 within the branch. The role requires active participation in community events and a commitment to ethical and legal standards. Associates are expected to stay updated on industry changes and embrace new technology to foster innovation and provide excellent customer experiences.

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.
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

Proven ability to close sales based on customer needs.
Ask for referrals from new and existing customers.
Exhibit good listening skills and speak clearly and persuasively.
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.

Responsibilities

Exhibit consistent relationship building with customers.
Build rapport and understand customer needs through effective questioning.
Explain Seacoast Bank products and services and match them to customer needs.
Close sales based on customer needs and ask for referrals.
Respond promptly to customer needs and requests.
Balance business needs with customer requests while managing potential risk.
Embrace new technology and stay up-to-date 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 identifying referral opportunities.
Open and process accounts, perform account maintenance, and process transactions.
Ensure branch adherence to AML/BSA requirements, audit procedures, dual control, security, and other regulated banking requirements.
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 instructions and resolve customer objections and problems.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.