Client Advisor - Jacksonville

Seacoast Bank•Jacksonville, FL

6h•Onsite

About The Position

The Client Advisor role at Seacoast Bank focuses on comprehensive relationship building with customers, understanding their financial goals, and effectively matching them with appropriate bank products and services. This position requires proficiency in sales, customer-facing technology, and active participation in community events. Additionally, the Client Advisor is responsible for various operational tasks, including opening and processing accounts, performing maintenance, handling transactions, and ensuring strict adherence to all banking policies, procedures, and regulatory requirements such as AML/BSA. The role emphasizes teamwork, continuous learning in consumer and small business banking, and maintaining high ethical standards.

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 various customer interactions
Build rapport
Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers
Match customer needs to Seacoast Bank products and services
Confidently and proficiently explain Seacoast Bank products and services to customers
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 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
Respond promptly to customer needs and requests for service
Quickly seek out appropriate people in more complex financial matters
Able to balance business needs with customer requests while managing potential risk to bank
Embrace new technology and remain up to date on industry changes to create an open environment that fosters idea generation and innovation
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 within the branch and across the organization to develop trusting and cooperative working relationships
Actively pursue NMLS registration status
Build proficiencies in all consumer deposit and lending products and processes
Develop on 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
Display proficiency in Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes
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
Responsible for reviewing and adhering to branch operational procedures and controls while communicating updates to associates
Follows 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 more difficult customer objections and solves problems in a timely and positive manner to retain the customer relationship
Adhere to Seacoast Bank’s Code of Conduct
Follow all safety and security procedures