Client Advisor - Downtown Orlando

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.