Senior Travel Client Advisor

Seacoast Bank Careers; The Villages (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Equal Opportunity Employer

Job summary

Seacoast Bank is seeking a Senior Travel Client Advisor to grow customer relationships and revenue across branch locations in The Villages, FL. You will mentor frontline staff, manage inbound relationships, and support operations in the Contact Center while aligning with bank policies.

The role requires leading customer conversations, opening accounts, ensuring AML/BSA compliance, and traveling to branches as needed. Fluency in Spanish/Portuguese is a plus and schedule flexibility is essential.

Qualifications

• High School Diploma or equivalent is required.
• College degree or 2+ years in retail sales and/or financial services experience preferred.
• Willing to travel to requested branches.
• Spanish or Portuguese language proficiency preferred.
• Schedule flexibility to support a Customer Support Center.

Responsibilities

• Build relationships with customers to grow deposits and products.
• Coach and develop front line staff; handle high call volume and live chat.
• Open and service accounts while ensuring AML/BSA compliance.
• Balance reporting, online enrollment inquiries, and fraud reviews.
• Travel to different branches within the local region as needed.

Skills

Sales & Customer Service

Communication Skills

Interpersonal Skills

Multi-tasking

Live Chat & Call Handling

Customer Relationship Building

Education

High School Diploma

College degree or 2+ years in retail/financial services

Tools

Microsoft Office

Job description

Excellent opportunity to work at various branch locations within The Villages!

This position is responsible for increasing customer relationships and revenue by building rapport with new and existing customers, understanding their financial needs, and recommending the right Seacoast Bank products and services. You'll help customers grow their financial future while proving that not all banking conversations have to be boring.

The Senior Travel Client Advisor will also function as a mentor to front line associates by coaching, call monitoring, and developing staff. This position performs customer service, inbound relationship building, and operations within the Contact Center, while meeting and supporting individual and organizational goals and values.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Relationship Building

Exhibit consistent relationship building including, but not limited to:

• Primary Function to help the supervisor coach and develop front line client advisor staff
• Ability to handle high call volume and LIVE CHAT interactions regarding High value consumer retail and business banking account in addition to handling technical support issues such as account lock out and password resets
• Escalation call management will be required in this role
• Administrative duties will be part of the senior advisor scope (Electric deposit reviews, Deposit holds, balancing reporting, online enrollment inquires, and fraud protection reviews)
• Multi-tasking skills are required since you will be working on multiple screens
• Ability to handle high call volume and various customer interactions at a fast pace
• Build rapport by exhibiting high competency in customer experience interactions
• Effectively probe our customers to understand current and future financial goals of customers
• Confidently and proficiently explain Seacoast Bank products and services to customers
• Proven ability to create and enhance relationships based on customer needs

Operational Functions

• Open and process accounts for customers and perform account maintenance adhering to the bank’s current policies and procedures.
• Ensure adherence to AML/BSA requirements, audit procedures, security, Business Continuity, and all other regulated banking requirements.
• 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 and follow all safety and security procedures.
• Ensure proper policy and procedure guidelines are followed in every situation including, but not limited to, policy exceptions and authority-based approvals
• Adhere to established work schedule and ensuring customer resolution is obtained by a specific average handle time
• Will travel to different branches based on the need, within the local region.

EDUCATION and/or EXPERIENCE:

• High School Diploma or equivalent required
• College degree or 2+ years in retail sales and/or financial services experience required
• Flexible to work a schedule required to accommodate the demands of a Customer Support Center.
• 4+ years banking experience and or contact center experience preferred.
• Proven track record in sales or customer service with a history of achieving goals in excess of expectations
• 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
• Fluency in Spanish or Portuguese preferred.
• Able to travel with reliable transportation to the requested branches.

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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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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