Senior Client Advisor - Sanford

Locations:
Sanford, FL (3791 West 1ST Street, SR 46, Sanford, FL 32771, USA) and Lake Mary, FL (175 Timacuan Blvd., Lake Mary, FL 32746, USA).

• Exhibit consistent relationship building including, but not limited to: prepare for various customer interactions, build rapport, and 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 these 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; respond promptly to customer needs and requests for service.
• Quickly seek out appropriate people in more complex financial matters; balance business needs with customer requests while managing potential risk to the bank.
• Embrace new technology and stay up to date on industry changes to foster 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 associates to develop trusting relationships.
• Maintain an active NMLS registration status; demonstrate high proficiency in consumer deposit and lending products and processes, with the ability to mentor other associates.
• Exhibit expert understanding of small business deposit products and processes and an intermediate understanding of small business lending products and processes.
• High proficiency in outbound calling; identify referral opportunities with internal business partners and source Treasury Management solutions and small business lending needs.
• Be highly proficient in customer facing technology with the ability to discuss and enroll customers in self-service products/processes; assist leadership by processing applications to meet small business needs.

• Open and process accounts, perform account maintenance, process checks, cash and negotiable instrument transactions adhering to bank policies and procedures, protecting the Bank against risk of crime or fraud; escalate customer concerns as needed.
• Ensure branch adherence to AML/BSA requirements (CIP, due diligence, ongoing profiling, EDD, OFAC, Suspect Activity Form), operational procedures, audit procedures, risk controls, dual control, security, Business Continuity, and other regulated requirements; communicate updates to associates; follow up on audit/scorecard/deficiencies.
• Practice ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy; act in the best interest of the customer when offering additional products and services.
• Balance cash drawer daily and monitor own work for accuracy; follow instructions and respond to management direction to resolve objections and retain customer relationships.
• Adhere to Seacoast Bank’s Code of Conduct; follow all safety and security procedures.
• May support Branch Leadership in operational and customer service supervisory functions in leadership absence.

• High School Diploma or equivalent required.
• Minimum of 6 months cash handling experience preferred.
• 4+ years in financial services experience required.
• Flexible schedule with ability to work during hours of operations, including weekends and occasional non-bank hours.
• Demonstrate excellent written and verbal communication and interpersonal skills.
• Able to work independently with a high degree of initiative.
• PC proficiency in desktop, laptop, tablet, smartphone devices and Microsoft Office Suite.
• Active NMLS or 2+ years lending experience required.

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The statements above describe the general nature and level of work performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. 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 regulatory, legal, ethical and risk mitigation requirements.

This includes on-time completion of annual required training post-hire and effective execution of role responsibilities.

Note: Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.