Client Advisor - Downtown Orlando

Seacoast Bank•Orlando, FL

About The Position

The Client Advisor builds customer relationships, assesses customers’ current and future financial goals, and matches needs with Seacoast Bank products and services. The role explains and sells banking products, develops customer referrals, supports customers with self-service technology, participates in community and networking events, and builds knowledge of consumer and small-business banking products and processes. The position also performs branch transactions and account servicing while following bank policies, regulatory requirements, operational controls, and safety and security procedures.

Requirements

High school diploma or equivalent.
At least 6 months of cash-handling experience.
A college degree or at least 1 year of retail sales and/or financial services experience.
Flexible schedule, with availability during operating hours, including weekends and occasional non-bank operating hours.
Excellent written and verbal communication and interpersonal skills.
Ability to work independently and exercise a high degree of initiative.
PC proficiency with desktop, laptop, tablet, and smartphone devices, as well as Microsoft Office Suite software.

Responsibilities

Prepare for customer interactions, build rapport, and use open- and closed-ended questions to understand customers’ current and future financial goals.
Match customer needs to Seacoast Bank products and services, explain those offerings, and close sales based on customer needs.
Ask new and existing customers for referrals and identify referral opportunities with internal business partners.
Listen effectively and communicate clearly and persuasively, including when addressing positive or negative situations.
Discuss and enroll customers in customer-facing self-service products and processes.
Respond promptly to customer needs, seek appropriate assistance with complex financial matters, and balance customer requests with business needs and bank risk.
Keep up with new technology and industry changes and contribute to an environment that supports ideas and innovation.
Participate in community, charitable, or civic events and deliver presentations on banking products and services at networking events.
Collaborate with branch associates and colleagues across the organization to build cooperative working relationships.
Pursue NMLS registration and develop proficiency in consumer deposit and lending products and processes, introductory knowledge of small-business products and processes, and proficiency in outbound calling.
Open and process accounts; perform account maintenance; and process checks, cash, and sales of negotiable instruments in accordance with bank policies and AML/BSA requirements.
Ensure adherence to 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.
Follow management direction to help resolve difficult customer objections and solve problems promptly and positively to retain customer relationships.
Adhere to Seacoast Bank’s Code of Conduct and all safety and security procedures.
Complete required annual training on time and comply with applicable regulatory, legal, ethical, and bank risk-mitigation requirements.