Senior Client Advisor - Aventura

Seacoast Bank • Kendall, FL

5h • 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 account processing, ensuring compliance with banking regulations, and adhering to ethical sales practices. The position requires a proactive approach to customer service, a strong understanding of banking products, and the ability to mentor other associates.

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.
• College degree preferred.

Responsibilities

• Exhibit consistent relationship building including preparing for customer interactions, building rapport, understanding financial goals through effective questioning, and matching customer needs to Seacoast Bank products and services.
• 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 to create an open environment that fosters idea generation and innovation.
• 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 within the branch and across the organization to develop trusting and cooperative working relationships.
• Maintain an active NMLS registration status.
• Exhibit high proficiencies in all consumer deposit and lending products and processes, with the ability to 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, with the ability to mentor other associates.
• Be highly effective with a proven track record in identifying referral opportunities with internal business partners.
• Ability to source Treasury Management solutions and services and small business lending needs.
• Be highly proficient and 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, protecting the Bank against the risk and exposure of criminal or fraudulent activity.
• 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, acting in the best interest of the customer when offering additional products and services.
• 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 to retain the customer relationship.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED