Global Client Advisor

JOB SUMMARY

Global Banking Client Advisor is a specialized role that requires strong analytical, problem‑solving, and interpersonal skills. The candidate must have a background in international banking and an understanding of applicable BSA/AML regulations and laws. The primary responsibility is to support a team of Global Banking Officers in the day‑to‑day management of a set portfolio of high‑net‑worth clients. Global Banking Client Advisors must be well‑versed in opening accounts for complex structures and foreign entities, possess high customer‑service skills, be goal‑oriented, and demonstrate strong problem‑solving and decision‑making abilities.

Support a team of bankers to develop, manage, and retain client relationships with a selected group of high‑net‑worth clients to help them grow their book of business through existing and prospective clients.

• Exhibit consistent relationship building including, but not limited to:
  • Respond promptly to customer needs and requests for service.
  • 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 Global 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.
• Quickly seek out appropriate people in more complex financial matters.
• Able to balance business needs with customer requests while managing potential risk to the bank.
• Embrace new technology and remain up‑to‑date on industry changes to create an open environment that fosters 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 an introductory understanding of small business deposit and lending products and processes.
• Demonstrate proficiency in outbound calling processes.
• 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.

• Open and process accounts, perform account maintenance, process checks, cash, and sale of negotiable instrument transactions while adhering to the bank's policies and procedures, protecting the bank against risk and exposure of criminal or fraudulent activity. Escalate customer concerns as needed.
• Ensure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, risk/control expectations, dual control, security, business continuity, and all other regulated banking requirements; communicate any updates to associates and follow up on all audit/scorecard/QC deficiencies.
• Practice ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the customer when offering additional products and services.
• Responsible for reviewing account documentation. Follow up on all audit deficiencies.
• Follow instructions and respond to management direction to help resolve more difficult customer objections and solve problems in a timely and positive manner to retain the customer relationship, demonstrating analytical and problem‑solving skills with an ability to…