Senior Client Advisor – Eustis

Seacoast Bank•Eustis, FL

16d•Onsite

About The Position

The Senior Client Advisor is responsible for building and maintaining strong customer relationships, understanding their financial goals, and matching them with Seacoast Bank's products and services. This role also involves operational duties such as processing transactions, ensuring compliance with banking regulations, and adhering to ethical sales practices. The position requires excellent communication, interpersonal, and PC skills, along with a strong understanding of banking products and processes. The Senior Client Advisor may also assist leadership with supervisory functions.

Requirements

High School Diploma or equivalent required.
Bilingual (English/Spanish) required.
4+ years in financial services experience required.
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 effectively use questions to understand customer financial goals.
Match customer needs to Seacoast Bank products and services and confidently explain them.
Create and enhance relationships based on customer needs, ask for referrals, and exhibit good listening and communication skills.
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 and deliver presentations on 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 consumer deposit and lending products and processes, with the ability to mentor others.
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 the ability to mentor others.
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, and process 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 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.