Senior Client Advisor – Bilingual (Pompano Beach, FL) - $1000 Hiring Bonus

Seacoast Bank•Fort Lauderdale, FL

94d•$1,000•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 proactive customer engagement, operational efficiency, and adherence to banking regulations and ethical standards. The position also requires participation in community events and delivering presentations on banking products. Collaboration with internal teams and leadership support are key aspects of this role.

Requirements

High School Diploma or equivalent 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 understand customer financial goals using effective questioning techniques.
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.
Respond promptly to customer needs and requests, seeking appropriate assistance for complex matters.
Balance business needs with customer requests while managing potential bank risk.
Embrace new technology and stay updated on industry changes to foster 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.
Demonstrate high proficiencies in consumer deposit and lending products/processes, with the ability to mentor others.
Exhibit expert understanding of small business deposit products/processes and intermediate understanding of small business lending products/processes.
Exhibit high proficiency in outbound calling processes and 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 discussions and enroll customers in self-service products/processes.
Assist leadership team by processing applications for small business customers.
Open and process accounts, perform account maintenance, and handle transactions adhering to bank policies and procedures.
Ensure branch adherence to AML/BSA requirements, operational procedures, audit procedures, risk/control expectations, dual control, security, and Business Continuity.
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 and follow all safety and security procedures.
Support Branch Leadership in operational and customer service supervisory functions in their absence.