Senior Client Advisor - Boca Raton - Glades

Seacoast Bank Careers•Boca Raton, FL

3d•Onsite

About The Position

At Seacoast Bank, the Senior Client Advisor in Palm Beach County serves as a trusted resource for customers, helping them reach financial goals while building lasting relationships. The position combines financial-advisory expertise with hands-on teller service in the branch, lobby, and drive-thru. The Senior Client Advisor supports customers, develops relationships, explains and recommends bank products and services, and carries out banking transactions while safeguarding the bank and complying with applicable policies and requirements. The role includes advanced knowledge of consumer deposit and lending products, small business deposit products, customer-facing technology, outbound calling, and referral opportunities. The advisor may mentor associates, help leadership process small-business applications, source Treasury Management and small-business lending solutions, and support branch operational or customer-service supervision when branch leadership is absent. Associates must comply with Seacoast Bank’s Code of Conduct and applicable legal, ethical, regulatory, and risk-mitigation requirements, including completing required annual training.

Requirements

High school diploma or equivalent required.
Four or more years of financial services experience required.
Active NMLS registration or two or more years of lending experience required.
Flexible schedule, including availability during hours of operation, weekends, and occasional non-bank operational hours.
Excellent written and verbal communication and interpersonal skills.
Ability to work independently and exercise a high degree of initiative.
PC proficiency with desktop, laptop, tablet, and smartphone devices, as well as Microsoft Office Suite software.
Familiarity with regulatory, legal, ethical, and bank risk-mitigation requirements applicable to the role.

Nice To Haves

Minimum of six months of cash-handling experience preferred.
College degree preferred.

Responsibilities

Build customer relationships by preparing for interactions, establishing rapport, asking and documenting questions about financial goals, and matching customer needs with bank products and services.
Explain Seacoast Bank products and services, ask customers for referrals, and identify opportunities for internal referrals, Treasury Management solutions, and small-business lending.
Listen effectively, communicate clearly and persuasively, respond promptly to customer requests, escalate complex financial matters appropriately, and balance customer needs with business and risk considerations.
Participate in community, charitable, and civic events and deliver presentations about banking products and services at networking events.
Collaborate with associates across the branch and organization, maintain cooperative working relationships, and mentor other associates.
Maintain active NMLS registration and proficiency in consumer deposit and lending products and processes, small-business deposit products, outbound calling, and customer-facing technology.
Discuss and enroll customers in self-service products and processes; assist leadership by processing applications for small-business customers.
Open and process accounts, perform account maintenance, process checks and cash transactions, and sell negotiable instruments in accordance with bank policies and procedures.
Protect the bank against criminal or fraudulent activity and escalate customer concerns as needed.
Ensure adherence to AML/BSA requirements, operational and audit procedures, risk and control expectations, dual-control and security requirements, Business Continuity, and other regulated banking requirements; communicate updates to associates.
Follow up on audit, scorecard, and quality-control deficiencies.
Practice ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the customer’s best interest when offering products and services.
Balance the cash drawer daily and monitor work for accuracy.
Follow management direction to help resolve difficult customer objections and solve problems promptly and positively to retain customer relationships.
Adhere to the bank’s Code of Conduct and all safety and security procedures.
May support branch leadership with operational and customer-service supervisory functions when branch leadership is absent.
Complete required annual training on time and effectively execute role responsibilities.