<span>Client Advisor - Stuart, Cove Road</span>

Seacoast Bank • Stuart, FL

423d

About The Position

The Client Advisor position at Seacoast Bank is focused on enhancing branch assets, deposits, and customer relationships by understanding and addressing the financial needs of both new and existing customers. This role combines customer service with sales, requiring the advisor to process transactions as a bank teller while also building rapport and trust with clients to effectively match them with appropriate banking products and services.

Requirements

• High School Diploma or equivalent required.
• Minimum of 6 months cash handling experience required.
• College degree or 1+ years in retail sales and/or financial services experience required.
• Excellent communication (written and verbal) and interpersonal skills.
• PC proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite.

Nice To Haves

• Experience in outbound calling process.
• Understanding of small business deposit and lending products.

Responsibilities

• Build rapport with new and existing customers to understand their financial needs.
• Process transactions for customers in the lobby and drive-thru as a bank teller.
• Explain Seacoast Bank products and services confidently to customers.
• Close sales based on customer needs and ask for referrals from customers.
• Utilize customer-facing technology to enroll customers in self-service products.
• Respond promptly to customer needs and requests for service.
• Participate in community events and deliver presentations on banking products.
• Collaborate with other associates to develop trusting relationships.
• Ensure compliance with AML/BSA requirements and operational procedures.
• Balance cash drawer daily and monitor work for accuracy.

Benefits

• Flexible schedule with the ability to work during operational hours, including weekends.
• Opportunities for community involvement and networking.

What This Job Offers

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