Client Advisor - Longwood

Seacoast Bank Careers; Longwood (FL); On-site; USD 38,000 - 60,000; Full time

Job summary

Seacoast Bank Longwood, FL is seeking a customer-focused professional to drive relationship-building and sales within the branch. You will engage customers, understand financial goals, explain deposit and lending options, handle accounts, and ensure compliance with AML/BSA procedures.

The role emphasizes strong communication, teamwork, and initiative, with opportunities to participate in community events and pursue NMLS registration as part of career development.

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.

Responsibilities

• Relationship Building: prepare for customer interactions, build rapport, ask questions to understand financial goals, match needs to Seacoast Bank products, explain products, close sales, solicit referrals, listen actively, discuss self-service products, respond to service requests, involve others for complex matters, balance business needs with customer requests while managing risk, stay updated on industry changes, participate in community events, deliver product/service presentations.
• Operations: open/process accounts, perform account maintenance, handle cash and checks, follow AML/BSA and bank procedures, ensure compliance and audit readiness, balance cash drawer daily, resolve customer objections promptly, adhere to Code of Conduct, follow safety procedures.

Skills

Relationship Building

Sales Experience

Communication Skills

Customer Service

Education

High School Diploma or equivalent

Tools

PC Proficiency

Microsoft Office

Job description

Location: Longwood, FL

ESSENTIAL JOB FUNCTIONS:

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.

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