Client Advisor - Orlando

Client Advisor - Downtown Orlando

Seacoast Bank

Location:

Orlando - Downtown Office

• Build and maintain relationships with clients, including preparing and managing customer interactions.
• Use both open and closed-ended questions to understand current and future financial goals of customers.
• Match customer needs to Seacoast Bank products and services and confidently explain these offerings.
• Prove ability to close sales based on customer needs and ask for referrals from new and existing customers.
• Exhibit strong listening skills and speak clearly and persuasively in both positive and negative situations.
• Engage and enroll customers in self‑service products and processes using customer‑facing technology.
• Respond promptly to customer needs and requests for service, and quickly seek assistance from more complex financial matters when necessary.
• 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 foster innovation.
• Participate in community, charitable, or civic events and deliver presentations regarding banking products/services through networking events.
• Collaborate with other associates within the branch and across the organization to develop trusting and cooperative working relationships.
• Actively pursue NMLS registration status and 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 and identify referral opportunities with internal business partners.

• High School Diploma or equivalent required.
• Minimum of 6 months of cash handling experience required.
• College degree or 1+ year(s) in retail sales and/or financial services experience required.
• Flexible schedule with ability to work during hours of operations, including weekends and occasional non‑bank operational hours.
• Excellent written and verbal communication and interpersonal skills.
• Ability to work independently and exercise a high degree of initiative.
• PC proficiency with Desktop, Laptop, Tablet, and Smartphone devices, as well as Microsoft Office Suite software.

• Open and process accounts; perform account maintenance, process checks, cash, and sale of negotiable instrument transactions adhering to the bank’s current policies and procedures, including AML/BSA requirements.
• Ensure branch adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and all other regulated banking requirements.
• Review and adhere to branch operational procedures and controls while communicating updates to associates; follow up on all audit deficiencies.
• Balance cash drawer daily and monitor own work for accuracy.
• 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.
• Adhere to Seacoast Bank’s Code of Conduct.
• Follow all safety and security procedures.

The associate is frequently required to stand, 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.

Equal Opportunity Employer – We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other protected characteristic.