Client Advisor - Colony Plaza

Seacoast Bank Careers•The Villages, FL

13d•Onsite

About The Position

The Client Advisor role focuses on relationship building and sales within the branch. This involves understanding customer financial goals, matching them with Seacoast Bank products and services, and ensuring customer satisfaction. The role also includes operational duties such as account opening, maintenance, and adherence to banking regulations. Client Advisors are expected to be proficient in customer-facing technology, participate in community events, and collaborate with internal teams. A key aspect is actively pursuing NMLS registration and developing expertise in various banking products.

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.

Nice To Haves

Good listening skills and ability to speak clearly and persuasively.
Strong understanding of Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes.
Quickly seek out appropriate people in more complex financial matters.
Develop skills to identify referral opportunities with internal business partners.

Responsibilities

Exhibit consistent relationship building including preparing for customer interactions, building rapport, and effectively using questions to understand financial goals.
Match customer needs to Seacoast Bank products and services and confidently explain them.
Close sales based on customer needs and ask for referrals from new and existing customers.
Respond promptly to customer needs and requests, seeking 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 to foster idea generation and innovation.
Participate in community, charitable, or civic events and deliver presentations regarding banking products/services.
Exhibit strong work ethics and teamwork, collaborating 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 and 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.
Open and process accounts, perform account maintenance, process checks, cash, and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, to include 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 while 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 help resolve customer objections and solve problems in a timely and positive manner.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.