Client Advisor - Cross City

Seacoast Bank Careers•Cross City, FL

4d•Onsite

About The Position

The Client Advisor - Cross City 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, requiring adherence to bank policies and regulatory requirements. The role also emphasizes embracing new technology, participating in community events, and collaborating with internal teams.

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

Exhibit consistent relationship building including, but not limited to: Prepare for various customer interactions Build rapport Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers Match customer needs to Seacoast Bank products and services Confidently and proficiently explain Seacoast Bank products and services to customers Proven ability to close sales based on customer needs Ask for referrals from new and existing customers Exhibit good listening skills and speak clearly and persuasively in positive or negative situations.
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.
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 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.
Exhibit good listening skills and speak clearly and persuasively.
Respond promptly to customer needs and requests for service, seeking assistance for complex financial matters.
Balance business needs with customer requests while managing potential risk to the bank.
Embrace new technology and stay updated on industry changes to foster idea generation and innovation.
Participate in community, charitable, or civic events and deliver presentations on banking products/services.
Exhibit strong work ethics and teamwork, collaborating with associates within 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 and identifying referral opportunities with internal business partners.
Open and process accounts, perform account maintenance, process checks, cash, and negotiable instrument 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 respond to management direction to resolve customer objections and solve problems.
Adhere to Seacoast Bank’s Code of Conduct and all safety and security procedures.