Client Advisor - Mt. Dora

About the role

Location: Mt. Dora, FL

Responsibilities

• 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 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 the 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 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 and enroll customers in self‑service products/processes
• 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
• Follows up on all audit deficiencies
• Balance cash drawer daily and monitors own work for accuracy
• Follow instructions and respond to management direction to help resolve more difficult customer objections and solve 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