Client Advisor - Colony Plaza

Seacoast Bank•The Villages, FL

13d•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 explaining products, closing sales, seeking referrals, and utilizing customer-facing technology. The role also requires active participation in community events and networking to promote banking services. Collaboration with internal teams and adherence to operational procedures are key. The Client Advisor will also be responsible for various operational tasks such as opening and maintaining accounts, processing transactions, and ensuring compliance with banking regulations.

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.

Nice To Haves

NMLS registration status

Responsibilities

Prepare for various customer interactions and build rapport.
Utilize and document open and closed-ended questions to understand customer financial goals.
Match customer needs to Seacoast Bank products and services.
Confidently and proficiently explain Seacoast Bank products and services to customers.
Close sales based on customer needs.
Ask for referrals from new and existing customers.
Exhibit good listening skills and speak clearly and persuasively.
Demonstrate strong understanding of Customer facing technology and enroll customers in self-service products/processes.
Respond promptly to customer needs and requests for service.
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.
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.
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 customer objections and solves problems.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.