Senior Client Advisor - Oviedo

Seacoast Bank Careers•Oviedo, FL

8d•Onsite

About The Position

The Senior Client Advisor is responsible for building and enhancing customer relationships by understanding their financial goals and matching them with Seacoast Bank products and services. This role involves active participation in community events, delivering presentations, and collaborating with internal teams. The advisor must maintain a high level of proficiency in consumer and small business banking products and processes, mentor other associates, and lead customer-facing technology adoption. Operational duties include processing transactions, adhering to bank policies, ensuring compliance with AML/BSA requirements, and supporting branch leadership in supervisory functions when needed.

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 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

College degree preferred.

Responsibilities

Exhibit consistent relationship building including preparing for customer interactions, building rapport, and utilizing questions to understand financial goals.
Effectively explain Seacoast Bank products and services and match customer needs.
Create and enhance relationships based on customer needs.
Ask for referrals from new and existing customers.
Exhibit good listening skills and speak clearly and persuasively.
Respond promptly to customer needs and requests for service.
Seek out appropriate people for complex financial matters.
Balance business needs with customer requests while managing potential risk.
Embrace new technology and remain up to date on industry changes.
Participate in community, charitable or civic events.
Deliver presentations regarding banking products/services through networking events.
Exhibit strong work ethics and teamwork, collaborating with other associates.
Maintain an active NMLS registration status.
Exhibit high proficiencies in all consumer deposit and lending products and processes.
Mentor other associates.
Exhibit expert understanding of small business deposit products and processes and an intermediate understanding of small business lending products and processes.
Exhibit high proficiency in outbound calling process.
Identify referral opportunities with internal business partners.
Source Treasury Management solutions and services and small business lending needs.
Lead Customer facing technology with the ability to discuss with 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 the sale of negotiable instrument transactions adhering to the banks current policies and procedures.
Protect the Bank against the risk and exposure of criminal or fraudulent activity.
Escalate customer concerns as needed.
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.
Communicate any updates to associates.
Follows up on all audit / scorecard / QC deficiencies.
Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy.
Balance cash drawer daily and monitors own work for accuracy.
Follow instructions and responds to management direction to help resolve more difficult customer objections, and solves problems in a timely and positive manner.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.
May support Branch Leadership in operational and customer service supervisory functions in Branch Leadership absence.