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Mobile Financial Advisor

2 months ago

Delray Beach, Florida, United States Seacoast Bank Full time
Job Overview

POSITION SUMMARY:

This role is dedicated to enhancing branch assets, customer deposits, and overall revenue by fostering relationships with both new and existing clients. The primary focus is to comprehend their current and future financial requirements and align them with Seacoast Bank's offerings. Additionally, the Client Advisor will perform teller duties, handling transactions for clients both in-branch and via drive-thru services. Trust and confidence are built through transparency, integrity, and genuine interactions.

This position requires travel across designated counties and will be based out of a specific branch when not on the road.

KEY RESPONSIBILITIES:

Client Relationship Development

  • Engage in proactive relationship management, including:
    • Preparation for diverse client interactions
    • Establishing rapport
  • Utilize effective questioning techniques to uncover clients' financial aspirations
  • Align client needs with Seacoast Bank's products and services
    • Confidently articulate product offerings to clients
    • Demonstrated success in closing sales aligned with client needs
    • Encourage referrals from both new and existing clients
    • Exhibit strong listening abilities and communicate clearly in various situations.
    • Possess a solid understanding of customer-facing technology and assist clients in utilizing self-service options.
  • Respond swiftly to client inquiries and service requests.
  • Identify and connect with appropriate resources for complex financial issues.
  • Balance organizational objectives with client requests while managing potential risks.
  • Stay informed about technological advancements and industry trends to foster a culture of innovation.
  • Participate in community outreach and charitable initiatives.
  • Deliver informative presentations on banking products/services at networking events.
  • Demonstrate strong work ethics and collaborate effectively with colleagues to build trust and cooperation.
  • Pursue NMLS registration actively.
  • Gain proficiency in all consumer deposit and lending products.
  • Develop foundational knowledge of small business financial products.
  • Exhibit proficiency in outbound communication strategies.
  • Identify and leverage referral opportunities with internal partners.
  • Showcase expertise in customer-facing technology and assist clients in navigating self-service options.

Operational Duties

  • Open and manage accounts, process transactions, and ensure compliance with bank policies to mitigate risks.
  • Adhere to AML/BSA regulations and operational protocols, ensuring all associates are informed of updates.
  • Practice ethical sales techniques in line with the Associate Code of Conduct.
  • Maintain accurate cash drawer balances and monitor work for precision.
  • Follow management directives to resolve client concerns effectively.
  • Comply with Seacoast Bank's Code of Conduct and safety protocols.

QUALIFICATIONS:

  • High School Diploma or equivalent is required.
  • A minimum of 6 months of cash handling experience is necessary.
  • A college degree or 1+ years in retail sales or financial services is preferred.
  • Flexibility in scheduling is essential, including availability during operational hours.
  • Excellent written and verbal communication skills are required.
  • Able to work independently and demonstrate initiative.
  • Proficiency in using desktop, laptop, tablet, and smartphone devices, as well as Microsoft Office Suite.

The above statements are intended to describe the general nature and level of work performed by individuals in this role. They are not exhaustive and may be subject to change based on business needs.