Float Client Advisor - The Villages

Seacoast BankThe Villages, FL
Hybrid

About The Position

This is a floating position. The Float Client Advisor will support multiple branch locations throughout The Villages, Florida.

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 various customer interactions, building rapport, and effectively utilizing questions to understand customer 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 ability to enroll customers in self-service products/processes.
  • Respond promptly to customer needs and requests for service, and quickly 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 create an open environment that fosters 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 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.
  • 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.
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