Senior Client Advisor - Clermont

Seacoast Bank•Clermont, FL

3d•Onsite

About The Position

The Senior Client Advisor role focuses on building and maintaining strong customer relationships, understanding their financial goals, and matching them with Seacoast Bank's products and services. This position also involves operational duties such as account processing, ensuring compliance with banking regulations, and ethical sales practices. The role requires excellent communication, initiative, and proficiency with technology and financial products.

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.

Nice To Haves

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

Responsibilities

Prepare for various customer interactions, build rapport, and effectively utilize questions to understand customer financial goals.
Match customer needs to Seacoast Bank products and services and confidently explain them.
Create and enhance relationships based on customer needs.
Ask for referrals from new and existing customers.
Respond promptly to customer needs and requests for service.
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 foster 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.
Maintain an active NMLS registration status.
Exhibit high proficiencies in all consumer deposit and lending products and processes, and mentor other associates.
Exhibit expert understanding of small business deposit products and processes and intermediate understanding of small business lending products and processes.
Exhibit high proficiency in outbound calling process 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, 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 negotiable instrument transactions adhering to bank policies.
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.
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 help resolve customer objections and solve problems.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.
Support Branch Leadership in operational and customer service supervisory functions in Branch Leadership absence.