Client Advisor - Stuart/Colorado Ave

Seacoast Bank•Stuart, FL

35d•Onsite

About The Position

This role focuses on building and maintaining client relationships, explaining Seacoast Bank products and services, and ensuring operational efficiency within the branch. The Client Advisor will be responsible for understanding customer financial goals, matching them with appropriate bank products, and driving sales through effective communication and closing techniques. Additionally, the role involves adhering to all bank policies, procedures, and regulatory requirements, including AML/BSA. The position also requires active participation in community events and collaboration with internal partners.

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

Ability to stoop, kneel, crouch or crawl.

Responsibilities

Prepare for various customer interactions and build rapport.
Utilize 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 assist customers with 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.
Embrace new technology and stay updated 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 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.
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.
Balance cash drawer daily and monitor own work for accuracy.
Follow instructions and respond to management direction to resolve customer objections and solve problems.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.