Client Advisor - Downtown Orlando

Seacoast Bank; Orlando (FL); On-site; USD 40,000 - 56,000; Full time

Job summary

Seacoast Bank is seeking a customer-focused professional to build lasting relationships with clients, identify financial needs, and guide them to appropriate banking products and services.

You will work in a fast-paced branch environment, handling accounts, deposits, and lending inquiries while promoting self-service options. This role emphasizes sales, referrals, and compliant operations within banking regulations.

Qualifications

• High School Diploma or equivalent required.
• College degree or 1+ years in retail sales/financial services required.
• Flexible schedule including weekends.
• Excellent communication and interpersonal skills.
• Able to work independently and with initiative.
• Proficient with desktops, laptops, tablets, and smartphones; MS Office.

Responsibilities

• Build relationships and educate customers on Seacoast Bank products.
• Prepare for and conduct customer interactions; build rapport.
• Ask questions to understand financial goals and match products.
• Close sales and request referrals from customers.
• Explain products clearly; enroll customers in self-service options.
• Open and process accounts and related banking tasks following AML/BSA policies.
• Maintain compliance with conduct and security procedures.

Skills

Relationship building

Building rapport

Questioning skills

Sales and closing

Referral generation

Customer facing technology

Active listening

Communication

Self-service enrollment

Networking/presentations

Community involvement

NMLS registration

Education

High School Diploma or equivalent

College degree or 1+ years retail sales/financial services

Tools

Microsoft Office

Job description

• 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.

ESSENTIAL JOB FUNCTIONS:

• 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 customersExhibit 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.

Relationship Building

• 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.

Operations

• 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.

Qualifications

• 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.
• 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.

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.