Client Advisor - Spanish Plaines/The Villages

Seacoast Bank•Lady Lake, FL

6d•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 operational tasks such as opening and processing accounts, adhering to banking regulations, and balancing cash drawers. The position requires excellent communication and interpersonal skills, PC proficiency, and the ability to work independently and as part of a team. The Client Advisor will also participate in community events and deliver presentations on banking products/services.

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

Exhibit consistent relationship building including preparing for customer interactions, building rapport, and utilizing questions to understand financial goals.
Match customer needs to Seacoast Bank products and services, confidently explaining them and closing sales.
Ask for referrals from new and existing customers.
Exhibit good listening skills and speak clearly and persuasively.
Demonstrate strong understanding of customer-facing technology and enroll customers in self-service products/processes.
Respond promptly to customer needs and requests for service, and 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 to foster idea generation and innovation.
Participate in community, charitable or civic events.
Deliver presentations regarding banking products/services through networking events.
Exhibit strong work ethics and teamwork, collaborating with other associates.
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.
Develop skills to identify referral opportunities with internal business partners.
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 monitors own work for accuracy.
Follow instructions and responds to management direction to help resolve more difficult customer objections and solves problems in a timely and positive manner to retain the customer relationship.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.