Seacoast National Bank-posted 10 months ago
Full-time • Senior
West Palm Beach, FL
Credit Intermediation and Related Activities

The Senior Client Advisor at Seacoast Bank is responsible for building and maintaining strong relationships with customers, understanding their financial goals, and matching their needs with appropriate bank products and services. This role requires effective communication, active listening, and the ability to mentor other associates. The advisor will also participate in community events and deliver presentations on banking products. Additionally, the position involves operational duties such as account processing and ensuring compliance with banking regulations.

  • 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.
  • Create and enhance relationships based on customer needs.
  • Ask for referrals from new and existing customers.
  • Respond promptly to customer needs and requests for service.
  • Balance business needs with customer requests while managing potential risk.
  • Embrace new technology and stay updated on industry changes.
  • Participate in community, charitable, or civic events.
  • Deliver presentations regarding banking products/services through networking events.
  • Collaborate with other associates to develop trusting relationships.
  • Maintain an active NMLS registration status.
  • Mentor other associates in consumer deposit and lending products.
  • Identify referral opportunities with internal business partners.
  • Source Treasury Management solutions and small business lending needs.
  • Lead customer-facing technology discussions and enroll customers in self-service products.
  • Assist leadership by processing applications for small business customers.
  • Open and process accounts, perform account maintenance, and process transactions.
  • Ensure branch adherence to AML/BSA requirements and operational procedures.
  • Practice ethical sales behaviors in accordance with the Associate Code of Conduct.
  • Balance cash drawer daily and monitor work for accuracy.
  • Resolve customer objections and solve problems positively.
  • Support Branch Leadership in operational and customer service supervisory functions.
  • High School Diploma or equivalent required.
  • Minimum of 6 months cash handling experience preferred.
  • College degree preferred.
  • 4+ years in financial services experience required.
  • Flexible schedule required with ability to work during hours of operations, including weekends.
  • Excellent communication (written and verbal) and interpersonal skills.
  • Ability 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.
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