Senior Client Advisor – Aventura

Seacoast Bank Careers•Aventura, FL

6d•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 engagement in the community, 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.
Adhere to the highest legal and ethical standards applicable to our industry.
Be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles.
Complete annual required training post-hire and effective execution of role responsibilities.

Nice To Haves

Minimum of 6 months cash handling experience preferred.

Responsibilities

Exhibit consistent relationship building including preparing for customer interactions, building rapport, and effectively utilizing questions to understand financial goals.
Match customer needs to Seacoast Bank products and services and confidently explain them.
Create and enhance relationships based on customer needs and ask for referrals.
Exhibit good listening skills and speak clearly and persuasively.
Respond promptly to customer needs and requests for service, and seek 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.
Maintain an active NMLS registration status.
Exhibit high proficiencies in all consumer deposit and lending products and processes.
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.
Identify referral opportunities with internal business partners.
Source Treasury Management solutions and services and small business lending needs.
Lead customer-facing technology discussions 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 bank 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.
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.