Senior Client Advisor - Boca Raton - Glades

Seacoast Bank•Boca Raton, FL

About The Position

Seacoast Bank is hiring a Senior Client Advisor in Palm Beach County to serve as a trusted resource for customers, helping them achieve financial goals and building lasting relationships. The role combines financial-advisor expertise with hands-on teller service in the branch, lobby, and drive-thru. The advisor identifies customer needs, recommends and explains bank products and services, develops referrals, supports small business customers, and helps customers use self-service technology. The position also performs banking transactions and account maintenance while protecting the Bank from fraud and operational risk. It requires compliance with applicable banking regulations, policies, audit procedures, security requirements, and ethical sales standards. The advisor may support branch leadership with operational and customer-service supervision when branch leadership is absent. Associates must uphold applicable legal, ethical, regulatory, and risk-mitigation requirements, including completing required annual training and effectively performing their role responsibilities.

Requirements

High school diploma or equivalent required.
At least 4 years of financial services experience required.
Active NMLS registration or at least 2 years of lending experience required.
Flexible schedule and ability to work during operating hours, including weekends and occasional non-bank operating hours.
Excellent written and verbal communication and interpersonal skills.
Ability to work independently and exercise a high degree of initiative.
Proficiency with desktop, laptop, tablet, and smartphone devices and Microsoft Office Suite.
Associates must comply with applicable legal, regulatory, ethical, and Bank risk-mitigation requirements and complete required annual training on time.

Nice To Haves

At least 6 months of cash-handling experience preferred.
College degree preferred.

Responsibilities

Prepare for customer interactions, build rapport, and use open- and closed-ended questions to understand customers’ current and future financial goals.
Match customer needs to Seacoast Bank products and services and explain those products and services confidently and proficiently.
Create and strengthen customer relationships, ask new and existing customers for referrals, and listen and communicate clearly and persuasively.
Respond promptly to customer service needs, seek appropriate assistance with complex financial matters, and balance business needs, customer requests, and bank risk.
Keep up with new technology and industry changes, participate in community, charitable, or civic events, and present banking products and services at networking events.
Collaborate with branch associates and colleagues across the organization, demonstrate strong work ethics and teamwork, and maintain active NMLS registration.
Demonstrate high proficiency in consumer deposit and lending products and processes and mentor other associates.
Demonstrate expert understanding of small business deposit products and processes and intermediate understanding of small business lending products and processes.
Perform outbound calling proficiently and mentor other associates in the process.
Identify internal referral opportunities and source Treasury Management solutions and services and small business lending needs.
Lead customer-facing technology adoption by discussing and enrolling customers in self-service products and processes.
Assist leadership by processing applications to meet small business customers’ needs.
Open and process accounts, perform account maintenance, process checks and cash, and sell negotiable instruments according to Bank policies and procedures.
Follow AML/BSA requirements, operational and audit procedures, risk and control expectations, dual-control and security requirements, Business Continuity requirements, and other regulated banking requirements; communicate updates and follow up on audit, scorecard, and quality-control deficiencies.
Use ethical sales practices and act in customers’ best interests when offering additional products and services.
Balance the cash drawer daily and monitor work for accuracy.
Follow management direction, help resolve difficult customer objections, and solve problems promptly and positively to retain customer relationships.
Follow Seacoast Bank’s Code of Conduct and safety and security procedures.
May support branch leadership with operational and customer-service supervisory functions when branch leadership is absent.