Senior Client Advisor - Kendall

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, and explain them confidently and proficiently.
• Create and enhance relationships based on customer needs, and ask for referrals from new and existing customers.
• Exhibit strong listening skills and communicate clearly in all situations; respond promptly to customer needs and escalate complex matters appropriately.
• 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 and idea generation.
• 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.
• Maintain active NMLS registration status and mentor other associates in consumer deposit, lending, and outbound calling processes.
• Demonstrate expert knowledge of small business deposit products and intermediate understanding of small business lending products.
• Identify referral opportunities with internal business partners and source Treasury Management solutions and small business lending needs.
• Lead customer-facing technology discussions and enroll customers in self-service products/processes.
• Assist leadership by processing applications for small business customers.
• Open and process accounts, perform account maintenance, handle cash and negotiable instrument transactions, and escalate customer concerns as needed.
• Ensure branch adherence to AML/BSA requirements, operational procedures, audit expectations, and all regulated banking requirements.
• Follow ethical sales behaviors and act in the best interest of the customer when offering products and services.
• Balance cash drawer daily, monitor work for accuracy, and resolve customer objections in a timely and positive manner.
• Adhere to Seacoast Bank’s Code of Conduct and follow all safety and security procedures.
• Support Branch Leadership in operational and customer service supervisory functions during their absence.

Requirements

• High School Diploma or equivalent required; college degree preferred.
• Minimum of 6 months cash handling experience preferred.
• 4+ years of financial services experience required.
• Flexible schedule, including availability during branch operating hours, weekends, and occasional non-bank operational hours.
• Excellent communication (written and verbal) and interpersonal skills.
• Ability to work independently and exercise a high degree of initiative.
• Proficiency in desktop, laptop, tablet, and smartphone devices, as well as Microsoft Office Suite software.
• Active NMLS registration or 2+ years of lending experience required.