Client Advisor - Sarasota / Fruitville Branch

Location: Sarasota, FL

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.

ESSENTIAL JOB FUNCTIONS:

Relationship Building

• Exhibit consistent relationship building including, but not limited to:

• 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 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.


• 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 on 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 with and enroll customers in self-service products/processes.

Operations

• Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks 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 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.

While performing the duties of this job, the associate is frequently required to stand.  The associate must occasionally lift and/ or move up to 25 pounds and may be required to stoop, kneel, crouch or crawl.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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