Client Advisor - Leesburg/The Villages

Seacoast Bank•Leesburg, FL

12h

About The Position

The Client Advisor builds trusted relationships with new and existing customers, identifies their financial needs and goals, and matches them with appropriate Seacoast Bank products and services. The role combines customer relationship development and sales with branch banking operations. It also involves educating customers about banking products and self-service technology, participating in community and networking events, and pursuing NMLS registration.

Requirements

High school diploma or equivalent.
At least 6 months of cash-handling experience.
A college degree or at least 1 year of experience in retail sales and/or financial services.
Flexible schedule with availability during operating hours, including weekends and occasional non-bank operating hours.
Excellent written and verbal communication and interpersonal skills.

Responsibilities

Prepare for customer interactions, build rapport, and use and document open- and closed-ended questions to understand customers’ current and future financial goals.
Match customer needs to Seacoast Bank products and services, explain those products and services, close sales based on customer needs, and ask customers for referrals.
Listen effectively, communicate clearly and persuasively, and enroll customers in self-service products and processes when appropriate.
Respond promptly to customer needs and requests, seek appropriate assistance on complex financial matters, and balance customer requests with business needs and bank risk.
Keep up to date on technology and industry changes and contribute to an environment that encourages ideas and innovation.
Participate in community, charitable, or civic events and deliver presentations about banking products and services at networking events.
Collaborate with branch associates and colleagues across the organization to develop cooperative working relationships.
Actively pursue NMLS registration status.
Open and process accounts; perform account maintenance; and process checks, cash, and sales of negotiable instruments in accordance with bank policies and procedures, including AML/BSA requirements.
Help ensure branch compliance with AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and other regulated banking requirements.
Review and follow branch operational procedures and controls, communicate updates to associates, and follow up on audit deficiencies.
Balance the cash drawer daily and monitor work for accuracy.
Comply with applicable legal, ethical, regulatory, and bank risk mitigation requirements, including completing required annual training on time.