Senior Client Advisor - Oviedo

Essential Duties and Responsibilities

• Prepare for various customer interactions
• Build rapport
• 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
• Explain Seacoast Bank products and services to customers
• Create and enhance relationships based on customer needs
• Seek out appropriate people in more complex financial matters
• Balance business needs with customer requests while managing potential risk to bank
• Adopt new technology and stay updated on industry changes
• Participate in community, charitable, or civic events
• Deliver presentations regarding banking products/services through networking events
• Maintain an active NMLS registration status
• Have high proficiencies in all consumer deposit and lending products and processes
• Be able to mentor other associates
• Have expert understanding of small business deposit products and processes and an intermediate understanding of small business lending products and processes
• Have high proficiency in outbound calling process
• Be able to mentor other associates
• Identify referral opportunities with internal business partners
• Sources Treasury Management solutions and services and small business lending needs
• Lead Customer facing technology discussions with the ability to discuss with and enroll customers in self-service products/processes
• Process applications to meet the needs of small business customers
• Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions
• Monitor own work for accuracy
• Follow up on all audit / scorecard / QC deficiencies
• Practice ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy
• Balance cash drawer daily
• Respond to management direction to help resolve more difficult customer objections
• 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
• 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
• College degree 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