Client Advisor - Spanish Plaines/The Villages

The Client Advisor is at the heart of creating meaningful customer relationships and driving branch success. In this role, you'll get to know new and existing customers, understand their financial goals, and connect them with Seacoast Bank products and services that help them achieve what's next.

Whether helping a customer open the door to a new financial opportunity or simply ensuring their deposit is handled smoothly, you'll play an important role in delivering an exceptional banking experience.

Bonus: You'll spend your day helping customers reach their financial goals and occasionally explaining that yes, the drive-thru tube really is as fun as it looks.

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.

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.

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.
• 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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