Senior Client Advisor - Boca Raton - Glades

Seacoast Bank Careers•Boca Raton, FL

9d•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 strong understanding of banking products, processes, and technology, while also adhering to operational procedures and regulatory requirements. Additionally, the Senior Client Advisor may support branch leadership in supervisory functions.

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.
Adhere to the highest legal and ethical standards applicable to our industry.
Be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles.
On time, successful completion of annual required training post-hire and effective execution of role responsibilities.

Nice To Haves

Minimum of 6 months cash handling experience preferred.
College degree preferred.

Responsibilities

Exhibit consistent relationship building including preparing for customer interactions, building rapport, and effectively utilizing questions to understand financial goals.
Confidently and proficiently explain Seacoast Bank products and services to customers.
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.
Quickly seek out appropriate people in more complex financial matters.
Balance business needs with customer requests while managing potential risk to the bank.
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, assisting with 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 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.
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 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.