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Seacoast Bank · 15 hours ago

Client Advisor II

Sebring, FL

Full-time

Onsite

Entry, Mid Level

2+ years exp

Seacoast Bank is seeking a Client Advisor II to enhance customer relationships and provide tailored banking solutions. The role involves building rapport with customers, understanding their financial goals, and effectively communicating Seacoast Bank's products and services while adhering to regulatory requirements.

BankingFinancial ServicesLending

Responsibilities

Exhibit consistent relationship building including, but not limited to: Prepare for various customer interactions

Build rapport

Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers

Match customer needs to Seacoast Bank products and services

Confidently and proficiently explain Seacoast Bank products and services to customers

Proven ability to create and enhance relationships based on customer needs

Ask for referrals from new and existing customers

Exhibit good listening skills and speak clearly and persuasively in positive or negative situations

Respond promptly to customer needs and requests for service

Quickly seek out appropriate people in more complex financial matters

Able to balance business needs with customer requests while managing potential risk to bank

Embrace new technology and remain up to date on industry changes to create an open environment that fosters 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 within the branch and across the organization to develop trusting and cooperative working relationships

Ability to acquire an NMLS registration status

Exhibit proficiencies in all consumer deposit and lending products and processes

Exhibit and understanding of small business deposit and lending products and processes

Exhibit high proficiency in outbound calling process

Be proficient in identifying referral opportunities with internal business partners

Build proficiencies with Treasury Management solutions and small business lending needs

Display proficiency in Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes

Work collaboratively with leadership team 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 banks current policies and procedures, protecting the Bank against the risk and exposure of criminal or fraudulent activity

Ensure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements; communicate any updates to associates. Follows up on all audit / scorecard / QC deficiencies

Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the customer when offering additional products and services

Balance cash drawer daily and monitors own work for accuracy

Follow instructions and responds to management direction to help resolve more difficult customer objections and solves problems in a timely and positive manner to retain the customer relationship

Adhere to Seacoast Bank’s Code of Conduct

Follow all safety and security procedures

Qualification

Financial services experienceCustomer relationship buildingNMLS registrationCash handling experienceMicrosoft Office SuitePC ProficiencyCommunication skillsInterpersonal skillsTeamworkInitiative