Client Advisor - Magnolia Plaza/The Villages

Seacoast Bank Careers•The Villages, FL

1d•Onsite

About The Position

The Client Advisor role focuses on relationship building, sales, and operational tasks within a branch setting. This position requires a strong understanding of customer needs and Seacoast Bank's products and services, with an emphasis on explaining these offerings, closing sales, and seeking referrals. The role also involves embracing new technology, participating in community events, and collaborating with colleagues. Operational duties include opening and maintaining accounts, processing transactions, and ensuring adherence to all banking policies, procedures, and regulatory requirements.

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.
Adhere to the highest legal and ethical standards applicable to our industry.
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

Actively pursue NMLS registration status.
Develop an introductory understanding of small business deposit and lending products and processes.
Develop skills to identify referral opportunities with internal business partners.

Responsibilities

Exhibit consistent relationship building, including preparing for customer interactions, building rapport, and utilizing questioning techniques to understand financial goals.
Match customer needs to Seacoast Bank products and services and confidently explain these offerings.
Close sales based on customer needs and ask for referrals from new and existing customers.
Exhibit good listening skills and communicate clearly and persuasively.
Demonstrate a strong understanding of customer-facing technology and assist customers with self-service products/processes.
Respond promptly to customer needs and requests, seeking assistance for complex financial matters.
Balance business needs with customer requests while managing potential risk.
Embrace new technology and stay updated on industry changes to foster innovation.
Participate in community, charitable, or civic events and deliver presentations on banking products/services.
Exhibit strong work ethics and teamwork, collaborating with associates 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.
Open and process accounts, perform account maintenance, and process checks, cash, and negotiable instrument transactions adhering to bank policies, including AML/BSA requirements.
Ensure branch adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and 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 resolve customer objections and solve problems.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.