Senior Client Advisor- Cardinal Dr

Seacoast National Bank • Vero Beach, FL

126d

About The Position

The position involves building relationships with customers, understanding their financial goals, and matching their needs with Seacoast Bank products and services. The role requires excellent communication skills, the ability to work independently, and proficiency in various technology platforms. The associate will also be responsible for operational tasks such as processing accounts and ensuring compliance with banking regulations.

Requirements

• High School Diploma or equivalent required.
• Minimum of 6 months cash handling experience preferred.
• 4+ years in financial services experience required.
• Flexible schedule required, including weekends and occasional non-bank operational hours.
• Excellent communication (written and verbal) and interpersonal skills.
• Ability to work independently and exercise 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

• College degree preferred.

Responsibilities

• Prepare for various customer interactions and build rapport.
• Utilize open and closed-ended questions to understand customer financial goals.
• Match customer needs to Seacoast Bank products and services.
• Explain Seacoast Bank products and services confidently.
• Ask for referrals from new and existing customers.
• Exhibit good listening skills and communicate clearly.
• Respond promptly to customer needs and requests for service.
• Balance business needs with customer requests while managing risk.
• Embrace new technology and stay updated on industry changes.
• Participate in community, charitable, or civic events.
• Deliver presentations regarding banking products/services.
• Collaborate with other associates to develop trusting relationships.
• Maintain an active NMLS registration status.
• Mentor other associates.
• Source Treasury Management solutions and small business lending needs.
• Assist leadership by processing applications for small business customers.
• Open and process accounts, perform account maintenance, and process transactions.
• Ensure adherence to AML/BSA requirements and audit procedures.
• Balance cash drawer daily and monitor work for accuracy.
• Follow instructions and respond to management direction.

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED