Client Advisor - Coral Gables

Location:

Coral Gables, 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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