Senior Client Advisor – Bilingual (Pompano Beach, FL) - $1000 Hiring Bonus

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 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
• Create and enhance relationships based on customer needs
• Absolutely ask for referrals from new and existing customers
• Speak clearly and persuasively in positive or negative situations
• 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
• 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
• Maintain an active NMLS registration status
• Has the ability to mentor other associates
• Exhibit expert understanding of small business deposit products and processes and an intermediate understanding of small business lending products and processes
• Exhibit high proficiency in outbound calling process
• Has the ability to mentor other associates
• Highly effective with proven track record in identifying referral opportunities with internal business partners
• Ability to source Treasury Management solutions and services and small business lending needs
• Be highly proficient and leads Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes
• Assist leadership team by processing applications to meet the needs of small business customers
• Operations
• Open and process accounts
• Perform account maintenance
• Process checks
• Cash and the sale of negotiable instrument transactions
• Adhere to the banks current policies and procedures, protecting the Bank against the risk and exposure of criminal or fraudulent activity
• Escalate customer concerns as needed
• Ensure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.)
• Communicate any updates to associates
• Follows up on all audit / scorecard / QC deficiencies
• Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the customer when offering additional products and services
• Balance cash drawer daily and monitors own work for accuracy
• Follows 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
• May support Branch Leadership in operational and customer service supervisory functions in Branch Leadership absence

EDUCATION and/or EXPERIENCE

• High School Diploma or equivalent required
• Minimum of 6 months cash handling experience preferred
• 4+ years in 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
• Active NMLS or 2+ years lending experience required