Senior Client Advisor (Bilingual) – Coral Gables – South Miami

Seacoast Bank•Miami, FL

2d•Onsite

About The Position

This role is responsible for building and maintaining client relationships, understanding their financial goals, and matching them with Seacoast Bank products and services. The Senior Client Advisor will also be involved in operational tasks such as account opening, maintenance, and ensuring compliance with banking regulations. The position requires strong communication, interpersonal, and PC skills, with a focus on ethical sales practices and customer service.

Requirements

High School Diploma or equivalent required.
Bilingual (English/Spanish) required.
4+ years in 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.
Active NMLS or 2+ years lending experience required.

Nice To Haves

Minimum of 6 months cash handling experience preferred.

Responsibilities

Prepare for various customer interactions, build rapport, and understand customer financial goals using open and closed-ended questions.
Match customer needs to Seacoast Bank products and services, and confidently explain them.
Create and enhance relationships based on customer needs, and ask for referrals.
Respond promptly to customer needs and requests, 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 stay updated 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 associates across the organization.
Maintain an active NMLS registration status.
Exhibit high proficiencies in all consumer deposit and lending products and processes, and mentor other associates.
Exhibit expert understanding of small business deposit products and processes, and intermediate understanding of small business lending products and processes.
Exhibit high proficiency in outbound calling process and mentor other associates.
Identify referral opportunities with internal business partners.
Source Treasury Management solutions and services and small business lending needs.
Lead customer-facing technology discussions and enroll customers in self-service products/processes.
Assist leadership team by processing applications to meet the needs of small business customers.
Open and process accounts, perform account maintenance, process checks, cash, and negotiable instrument transactions adhering to bank policies and procedures.
Ensure branch adherence to AML/BSA requirements, operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements.
Follow up on all audit/scorecard/QC deficiencies.
Practice ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy.
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.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.
Support Branch Leadership in operational and customer service supervisory functions in their absence.