Client Advisor II

23 hours ago

West Palm Beach, Florida, United States Seacoast Bank Full time
Job Title: Client Advisor II

At Seacoast Bank, we are seeking a highly skilled and motivated Client Advisor II to join our team. As a Client Advisor II, you will play a critical role in building and maintaining strong relationships with our customers, providing exceptional customer service, and driving business growth.

Key Responsibilities:
  • Build and maintain strong relationships with customers, understanding their financial goals and needs.
  • Provide exceptional customer service, responding promptly to customer inquiries and resolving issues in a timely and professional manner.
  • Drive business growth by identifying and pursuing new sales opportunities, and cross-selling and upselling existing products and services.
  • Stay up-to-date on industry trends and developments, and maintain a deep understanding of Seacoast Bank's products and services.
  • Collaborate with colleagues to achieve business objectives and support the overall success of the bank.
Requirements:
  • High School Diploma or equivalent required.
  • Minimum of 6 months cash handling experience preferred.
  • College degree preferred.
  • 2+ 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.
  • 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 create and enhance relationships 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.
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.
Requirements and Qualifications:
  • High School Diploma or equivalent required.
  • Minimum of 6 months cash handling experience preferred.
  • College degree preferred.
  • 2+ 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.
  • 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.
Work Environment:

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.

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position.

They are not intended to be an exhaustive list of responsibilities, duties, and skills.

Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance appraisals; recruitment; etc.

All Associates are required to adhere to the highest legal and ethical standards applicable to our industry.

It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles.

This includes the successful completion of annual training and testing assignments as required.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

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