Client Advisor - Stuart/Wedgewood

Seacoast Bank Careers•Stuart, FL

1d•Onsite

About The Position

The Client Advisor role focuses on building strong customer relationships, understanding their financial goals, and offering appropriate Seacoast Bank products and services. This position involves sales, customer service, and operational duties within the branch. The role requires active participation in community events and a commitment to continuous learning and adherence to 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.
Familiarity and compliance with all regulatory, legal, ethical, and Bank risk mitigation requirements.
On time, successful completion of annual required training post-hire and effective execution of role responsibilities.

Nice To Haves

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.

Responsibilities

Exhibit consistent relationship building including preparing for customer interactions, building rapport, and utilizing questioning techniques to understand financial goals.
Effectively explain Seacoast Bank products and services and match them to customer needs.
Close sales based on customer needs and ask for referrals from new and existing customers.
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.
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 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 and identifying referral opportunities with internal business partners.
Open and process accounts, perform account maintenance, and process transactions adhering to bank policies and procedures, including 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, communicating updates to associates.
Follow up on all audit deficiencies.
Balance cash drawer daily and monitor own work for accuracy.
Follow instructions and resolve customer objections and problems in a timely and positive manner.
Adhere to Seacoast Bank’s Code of Conduct and follow all safety and security procedures.