Senior Client Advisor - Coral Gables

Seacoast Bank Careers•Coral Gables, FL

8d•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 position also requires adherence to operational procedures, regulatory compliance, and ethical sales practices. 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.

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 utilizing questions to understand financial goals.
Effectively explain Seacoast Bank products and services to customers and create/enhance relationships based on customer needs.
Ask for referrals from new and existing customers and exhibit good listening skills.
Respond promptly to customer needs and requests for service, seeking out appropriate people for 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 foster idea generation and innovation.
Participate in community, charitable, or civic events and deliver presentations regarding banking products/services.
Exhibit strong work ethics and teamwork, collaborating with other associates within the branch and across the organization.
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 an intermediate understanding of small business lending products and processes.
Exhibit high proficiency in outbound calling process and mentor other associates.
Be highly effective 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 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 bank's 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 regarding compliance and procedures.
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 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.