Client Advisor - Daytona Beach

Essential Job Functions

• Relationship Building: 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, prove 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.
• New Technology and Innovation: 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.
• Work Ethics and Teamwork: Exhibit strong work ethics and teamwork, collaborate with other associates within the branch and across the organization to develop trusting and cooperative working relationships.
• Branch Operations: Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the bank's 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, follow 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.