Senior Client Advisor - Kendall

Seacoast Bank•Kendall, FL

11d•Onsite

About The Position

The Senior Client Advisor role is responsible for building and enhancing customer relationships by understanding their financial goals and matching them with Seacoast Bank's products and services. This position also involves operational duties such as processing accounts, ensuring compliance with banking regulations, and maintaining accuracy in daily transactions. The role requires strong communication, interpersonal skills, and proficiency in various banking products and technologies.

Requirements

High School Diploma or equivalent 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.
College degree preferred.

Responsibilities

Prepare for various customer interactions, build rapport, and understand current and future financial goals using open and closed-ended questions.
Match customer needs to Seacoast Bank products and services, explaining them confidently and proficiently.
Create and enhance relationships based on customer needs, and ask for referrals from new and existing customers.
Respond promptly to customer needs and requests, seeking 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 and deliver presentations regarding banking products/services.
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, with the ability to 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, with the ability to 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, discussing and enrolling 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.
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.