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Seacoast Bank · 2 hours ago

Client Advisor - Lake City, FL

Lake City, FL

Full-time

Onsite

Entry Level

1+ years exp

Seacoast Bank is a financial institution seeking a Client Advisor in Lake City, FL. The role focuses on building relationships with customers, understanding their financial goals, and matching them with appropriate bank products and services while ensuring compliance with banking regulations.

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 close sales 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

Strong understanding of Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes

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

Actively pursue NMLS registration status

Build proficiencies in all consumer deposit and lending products and processes

Develop on an introductory understanding of small business deposit and lending products and processes

Demonstrate proficiency in outbound calling process

Develop skills to identify referral opportunities with internal business partners

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

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, to include AML/BSA requirements

Ensure branch adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and all other regulated banking requirements

Responsible for reviewing and adhering to branch operational procedures and controls while communicating updates to associates. Follows up on all audit deficiencies

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

Cash handling experienceRetail sales experienceFinancial services experienceMicrosoft Office SuitePC ProficiencyCommunication skillsInterpersonal skillsTeamworkInitiative