Client Advisor - Colony Plaza

Location: Colony Plaza

Responsibilities

• Build and maintain customer relationships by preparing for interactions, establishing rapport, and using open and closed-ended questions to understand financial goals.
• Match customer needs to Seacoast Bank products and services, explaining them confidently and proficiently.
• Close sales based on customer needs and ask for referrals from new and existing customers.
• Exhibit strong listening skills and communicate clearly in all situations.
• Demonstrate proficiency with customer-facing technology, including enrolling customers in self-service products/processes.
• Respond promptly to customer needs and escalate complex financial matters to appropriate personnel.
• Balance business needs with customer requests while managing potential risk to the bank.
• Stay updated on industry changes and embrace new technology to foster innovation.
• Participate in community, charitable, or civic events and deliver presentations on banking products/services at networking events.
• Collaborate with branch and organizational associates to develop trusting and cooperative working relationships.
• Actively pursue NMLS registration status.
• Develop proficiency in consumer deposit and lending products, as well as introductory knowledge of small business deposit and lending products.
• Demonstrate proficiency in outbound calling and identify referral opportunities with internal business partners.
• Open and process accounts, perform account maintenance, and handle checks, cash, and negotiable instrument transactions while adhering to bank policies, including AML/BSA requirements.
• Ensure branch adherence to AML/BSA, audit procedures, dual control, security, and business continuity requirements.
• Review and adhere to branch operational procedures and communicate updates to associates.
• Follow up on audit deficiencies and balance cash drawer daily.
• Resolve customer objections and problems in a timely and positive manner to retain relationships.
• Adhere to Seacoast Bank’s Code of Conduct and follow all safety and security procedures.

Requirements

• 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 with ability to work during branch hours, including weekends and occasional non-bank operational hours.
• Excellent communication (written and verbal) and interpersonal skills.
• Able to work independently and exercise a high degree of initiative.
• Proficiency with PCs, laptops, tablets, smartphones, and Microsoft Office Suite software.