Client Advisor - Ocala

Seacoast Bank•Ocala, FL

12d•Onsite

About The Position

This role is responsible for building relationships with customers, understanding their financial goals, and matching them with Seacoast Bank products and services. The Client Advisor will also be responsible for various operational tasks related to account management and ensuring compliance with bank policies and 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.

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.
Close sales based on customer needs.
Ask for referrals from new and existing customers.
Exhibit good listening skills and speak clearly and persuasively.
Discuss 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.
Collaborate with other associates within the branch and 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 process.
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 help resolve customer objections and solve problems.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.